Dashboard: Get a quick overview of the most important data about your business. Dig deeper and review trends in projects, quotes, specializations, languages, and your clients if needed.

Quotes: Analyze trends in your sent and accepted quotes, review your client activity, and estimate the potential for growth and upsell opportunities. Plus, analyzing trends in the acceptance of your quote rate allows you to gauge your sales team’s effectiveness and review your pricing policy.

Projects: See trends in your current production value and your margin at a glance. You can filter and view reports to see a trend change in your client’s projects value or profitability and engage your Account Management team to act when there’s even a slight decrease in your customer’s value. You can also see trends in specializations and language pairs. With this data set, you can gauge the potential for upselling language pairs and new specializations.

Clients: Get an overview of your most valued customers and the level of your dependency on particular clients. Reviewing trends on most valuable clients will help you execute a delicate task of upselling those clients and avoiding any decrease in their requests.