An all-in-one team management system that pulls real-time data from your CRM into a single dashboard. So you can instantly see how your sales team is performing without digging through spreadsheets or switching tools.
The real dashboard — every metric your team generates, pulled live from your CRM.
Dials, bookings, show rate, close rate and revenue — live, each with a month-over-month delta. The headline numbers that matter, the moment they change.
A per-rep breakdown of dials, connects, bookings, DQs, booking rate and revenue. Spot your top setters — and who needs coaching — at a glance.
| Setter | Dials | Booked | Rate | Revenue |
|---|---|---|---|---|
MC Marcus Chen Setter | 480 | 45 | 9.4% | $172.0k |
SR Sophie Reeves Setter | 420 | 38 | 9.0% | $124.5k |
JO James O'Brien Setter | 340 | 28 | 8.2% | $78.0k |
PS Priya Shah Triager | 260 | 24 | 9.2% | $58.0k |
DW Daniel Walsh Setter | 320 | 20 | 6.3% | $36.5k |
Watch leads move from dial to connect to booked to showed to closed, with the conversion rate at each stage — so you know exactly where deals convert and where they stall.
| Stage | Count | Conv. | Lost |
|---|---|---|---|
| Dialled → Connected | 711/1820 | 39% | 1,109 |
| Connected → Booked | 91/711 | 13% | 620 |
| Booked → Showed | 65/91 | 71% | 26 |
| DQ'd | 46/711 | 6.5% | — |
| Rescheduled | 7 | — | — |
| Showed → Closed | 28/65 | 43% | 37 |
Repsight ranks your biggest funnel leaks automatically, so you fix the stage that's actually costing you deals first — not the one that just feels broken.
Total leads, contact rate, speed-to-lead and qualified volume up top — then where they came from, by source and country, and how they converted. Your entire intake funnel on one screen.
If your day is spent digging through spreadsheets and manually tracking performance, you're not managing a team — you're managing a spreadsheet.
Performance scattered across multiple sheets with no central view. Comparing rep output means tab-switching and manual math.
You know close rate is down; you don't know where in the funnel deals are dying.
"Can you update the sheet today?" every single day, to every single rep.
Can't answer "is this week better than last?" without doing the math yourself.
Managing your sales system shouldn't feel like navigating scattered data and disconnected tools. Our performance command centre plugs directly into your CRM, giving you real-time visibility into every sales rep's performance — without the friction of manual tracking.
Real-time booking rate, close rate, show rate, revenue and dials per rep mean managers act on what's actually happening, not last week's spreadsheet.
Real-time KPI visibility per rep means coaching happens in week one, not when the month-end report lands.
Funnel drop-off at every step with week-vs-week deltas means you fix what's actually broken, and measure what changed.
Role management, target tracking, and shift patterns mean your team grows efficiently while visibility stays intact.
From first demo call to live dashboard in days. We handle the setup end-to-end — your team stays focused on selling.
We assess your current sales workflow and team structure to identify inefficiencies, gaps, and missed opportunities. From there, we design a streamlined workflow tailored to your team's needs.
We handle your entire backend system from creating workflows, automations, and configuring the CRM to match how your team actually operates. This ensures clarity and efficiency needed to perform at a higher level.
We build and tailor any custom tracking your team needs beyond the standard setup. Then we integrate your CRM with the Repsight dashboard, giving you real-time visibility into performance.
We provide ongoing support as your system evolves. For any dashboard development requests, we define the specs with you and build bespoke features to match. As your business grows, we continuously refine and optimise your setup.
| Without Repsight | With Repsight |
|---|---|
| Manually tracking each sales rep | Live dashboard, automatic tracking |
| Data updated by hand, every day | Real-time sync from CRM |
| Find out reps are missing KPI at month-end | Spot underperformance everyday |
| Struggling to identify bottlenecks | See exactly where your pipeline is breaking |
| Decisions based on gut feel | Data-driven decisions |
Book a 30-minute demo. Risk-free: if Repsight isn't for you within the first 7 days, we'll refund in full — no questions asked.
Book a demoTell us about your team and what you're tracking today. We'll show you exactly how Repsight fits — and get you live in days.
Or book a demoClose CRM and GoHighLevel. Whichever your team already uses, we'll get you set up.
Typically days, not weeks. Most of the configuration is our work, not yours.
No problem. Roles are assigned inside Repsight and can be changed any time. If your team runs a single-role setup, we can configure for that instead.
Most changes are configuration we handle on our end in hours. If it's something bigger, we'll discuss scope and timeline with you directly.
We offer a 7-day money-back guarantee. If Repsight isn't for you within the first 7 days, we'll refund in full — no questions asked.