Batchbook is full of great data about your contacts and sales. Sometimes, it’s nice to look at all of that data in a different way. Enter Easy Insight, the tool that let’s you turn your data from a variety of tools into useful views and charts.
See Info About Deals
When you connect Batchbook to Easy Insight, you can set up a dashboard overview full of useful information from Batchbook. For right now, the integration focuses on Deals. From the dashboard, you can look at what is happening, what happened in the past, and more. One of the great things about this dashboard is how customizable it is. You can set up charts for things like your deal stages, expected close dates, deal amounts, and more. You can also break things down to see info on the deals that reps are bringing in, a super useful tool for any sales manager.
Bring It All Together
In addition to Batchbook, you can bring data from a bunch of useful sources into Easy Insight. This lets you set up a great management dashboard with everything from sales data in Batchbook, to website traffic data from Google Analytics, to info about customer requests coming in to Zendesk. This integration is free with a Batchbook and Easy Insight account. Try setting up your own sales dashboard today by connecting Batchbook and Easy Insight!