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Start managing your teams activities with these easy to use starter tools

Pre-made Excel based pipeline activity tracking dashboard.

Score, track and manage incoming leads with a simple tool.

Easy to use tracking tool to start managing your quotes.

Start to track individual jobs with an easy to use Excel based tool.

Drive sales team planning and accountability with these easy to use tools

Set expectations with your sale team with a structured planning document

Run effective customer business reviews (QBR's) with a guided template

Calculate basic metrics to establish targets and goals.

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Pipeline Activity dashboard

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