Real-time dashboards give your team the actionable intelligence to drive better results, create deeper relationships, and increase revenue.
With Kizen Insights, you'll always know where your business stands on its most important metrics.
Accurately forecast the future and bring predictability to your processes. Start planning smarter.
Easily turn complex data from multiple sources into intuitive visualizations for immediate analysis.
Measure the revenue impact of sales activities and marketing campaigns in real time.
Tie team members to their revenue impact.
Add dashlets to your dashboards for anything you want to track and easily filter dashboard results to only include groups of contacts or companies, team members, or date ranges.
Create dashlets for any data source including surveys, forms, activities, revenues, pipelines, emails, and interactions.
Forecast accurately. Utilize the data in your pipelines to generate accurate revenue forecasts, track progress toward quotas and goals, and see how long deals or projects are spending in each stage.
Set activity and revenue goals for members of any of your teams. Easily track progress towards quota, qualified lead generation, or customers taking particular actions. Quickly notice if something isn't on track so you can determine if adjustments are needed.
Embrace healthy competition in your teams by displaying leaderboards that recognize top performers overall or for key metrics.
Notify sales, marketing, and customer success teams in real-time when Kizen has noticed something worth considering. Every recommendation comes complete with the reason why this recommendation is being given, so your teams can decide what next step is best.
Utilize machine learning in your business to determine what attributes and actions are most likely to increase customer value, which leads are worth prioritizing, and which customers are at risk of leaving.
Focus your sales team on the specific opportunities that will generate the most growth with rule- or AI-based lead scoring. Leverage recommendations created by your team or detected by Zoe.
Leverage machine learning to analyze all the data on your current customers and previous opportunities to help sales narrow their focus to the most important and lucrative opportunities.
View live dashboards to understand performance by channel, campaign, and asset so you understand the true ROI, ensure your team gets credit for their work, and determine where to invest to drive more revenue. Develop a deeper understanding of every B2B or B2C site visitor, lead, or customer by integrating your data across websites, apps, advertising, marketing, commerce, sales, and service, and understand which pages on your website have the largest impact on LTV.
See real-time results on every campaign. Whether you're using Kizen to process orders and payments or using a third-party online or offline system, you can easily connect your real-time revenue data with ad spend reporting, so you can optimize your campaigns on what matters most: revenue and profit. These real-time metrics help you invest with unprecedented precision.
Track NPS, customer engagement metrics, and health scoring to maximize retention. Look for patterns in the experiences of your most valuable clients.
Answer questions like which pages on your knowledge base most increase the amount people spend, which features are most important to your highest paying customers, which functionalities free-trial customers use before they convert to paying customers, and figure out where clients get stuck in their processes.