Sales Dashboards
Interactive dashboards. Clearer decisions.Explore your pipeline, follow-ups and team performance. Change a filter and watch the numbers and charts respond.
BUILT IN THE GOOGLE WORKSPACE ECOSYSTEM
What if your Google Workspace
became your sales system?
Turn familiar Google tools into a connected sales experience—with interactive dashboards, management briefs, quotations and payment tracking.
Customer-owned data.Your business information stays yours.No per-user pricing.A project built around your agreed scope.Configured to your workflow.Your fields. Your stages. Your way of working.
Google Sheets at the core. A clearer picture of your business on screen.
FAMILIAR SHEETS. BETTER ANSWERS.
The data is there.
Is the picture clear?
When enquiries sit across rows and follow-ups live in people’s memories, a sales review becomes a search for answers.
01
Which enquiries need attention today?
02
Where is the pipeline getting stuck?
03
Who needs support to move a deal forward?
04
Which sources are bringing useful enquiries?
EXPLORE YOUR NEXT SALES SYSTEM
See your sales system
in action.
Explore sales dashboards, management briefs, quotations and payments. Open any sample to see how your sales system could work, with fictional records.
Management Briefs
Your sales story. Ready to act on.Turn sales figures into a readable brief. See what needs attention and where to focus your next conversation.
Quotation Samples
Professional quotations. Your business identity.Explore neatly formatted quotations with products, quantities, prices and totals—ready to reflect the way your business sells.
Payments
Outstanding payments. Clearly in view.See collections, overdue amounts and payment ageing together. Filter the sample to identify which customers need a follow-up.
SALES INTELLIGENCE, AT A GLANCE
Change filters. Explore charts. See the numbers respond.
50 fictional enquiries · Local, interactive samples
Your live application is configured in your Google environment. Quotations, payments and briefs are optional modules.
A SYSTEM YOU CAN OWN
Your business.
Your structure. Your data.
Build on the Google tools your team already knows, with a sales experience designed for the way you work.
Your data stays yours
Your application is normally set up in your own Google environment. Ownership and access arrangements are confirmed in your scope.
No per-user pricing
We agree a project scope and implementation price. Optional modules and ongoing support are discussed separately.
Your team’s language
Fields, dropdowns and sales stages reflect your process. Your team should recognise its daily work on the screen.
THIS IS WHERE IT BECOMES YOURS
A demo built around
your business.
Tell us how you manage sales today. We’ll use our Consultation Studio to show how your system could work, with fictional sample data.
Have a current Sheet? Its column headings are enough to start.
- 01
Map your process
Agree the fields, stages and follow-up information your team needs.
- 02
See it come together
Explore sample records, dashboards and relevant optional workflows.
- 03
Leave with clarity
Review the requirements, estimate and any items that need technical evaluation.
BEFORE WE MEET
A few practical answers.
Do we have to stop using Google Sheets?
No. Google Sheets remains part of the system. We can discuss familiar Sheet entry or a dedicated web interface, depending on your scope.
Will the demo use our live business data?
No. We use fictional sample records. You can describe your process or share column headings without sharing customer records.
Can it match our fields and sales stages?
Yes. We agree on labels, dropdown values, stages and reports during the consultation. Additional requirements are reviewed for feasibility before they become delivery commitments.
What about quotations, payments or WhatsApp?
These can be discussed as optional modules. We’ll show relevant samples and confirm scope, integration requirements and pricing before implementation.
How much will it cost?
The estimate depends on your selected package, modules and agreed customisation. Your consultation helps define the scope so you can review a clear estimate.
Let’s put your sales process on screen.
See how a sales system could work for your team. We’ll help you explore the right fit.