Your Whole Sales Operation, at a Glance Dashboard
Real-time dashboards for pipeline health, KPIs, engagement, and forecasting trends — for reps, managers, and leadership alike.
Live in days, not quarters.
Configure
Set up Dashboard with your workflows, pipeline stages, and user roles in minutes.
Integrate
Connect other TrustEdge modules and third-party tools — email, WhatsApp, and your ERP.
Go live
Start selling with full training, data import support, and ongoing assistance from our team.
Everything Dashboard puts in your reps' hands.
Real-time Pipeline Dashboard
Streamline your sales workflow with built-in real-time pipeline dashboard — purpose-built for B2B teams.
KPI & Engagement Metrics
Streamline your sales workflow with built-in kpi & engagement metrics — purpose-built for B2B teams.
Forecasting Trend Charts
Streamline your sales workflow with built-in forecasting trend charts — purpose-built for B2B teams.
Rep & Team Leaderboards
Streamline your sales workflow with built-in rep & team leaderboards — purpose-built for B2B teams.
Role-specific Dashboard Views
Streamline your sales workflow with built-in role-specific dashboard views — purpose-built for B2B teams.
Exportable Reports
Streamline your sales workflow with built-in exportable reports — purpose-built for B2B teams.
Every stage of the deal, covered.
Dashboard & Analytics feeds straight into your pipeline — no exports, no re-keying.
“Role-based access and the audit trail made our compliance reviews painless. Leadership finally has real-time dashboards instead of week-old reports.”
Plays nicely with every other module.
Dashboard & Analytics shares one data layer with the rest of TrustEdge — no connectors required.
Questions, answered.
TrustEdge's Dashboard & Analytics is built for modern B2B sales teams with multi-tenant project isolation, role-based access, and a fully integrated CRM — so leads, quotes, communication, and reporting all live in one place.
Most teams are live within 1-2 weeks depending on team size. TrustEdge's team handles data import, pipeline configuration, user training, and go-live support.
Yes. TrustEdge connects to Gmail and Outlook, WhatsApp, your ERP, and 5,000+ apps via Zapier webhooks — plus inbound lead webhooks from Meta and your website forms.
Yes, comprehensive onboarding and remote training are included for all sales reps and managers. TrustEdge also provides ongoing support after go-live.
Ready to put Dashboard to work?
Book a free demo and see how Dashboard & Analytics transforms your sales operations.