A visual customer dashboard that highlights when you were last in contact with your most valuable customers.

We group customers by the number of days that's passed since you last connected:

3 Months +
​2-3 Months
​Last Month
​This Month

A symbol (meeting) with a direct link to the last Activity your team completed
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A symbol (phone call) indicates the next Activity planned

A 'Caution Sign' means there is no activity or call cycle planned - click to create an activity or set up a call cycle
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Exsalerate can import your sales data to give you useful insights to each account. We display 3 key periods to help you to compare to the previous periods performance.
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This shows the value of total sales for the current month compared to the current month last year.
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This shows the total value of sales for the current financial year e.g 1 July - 30 June
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This shows the total value of sales for a rolling 12 month period.
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The pie graph show a share of wallet that the customer has purchased so you can get a sense of the different products and services they are buying. We also display credit notes here.