Sales KPI Features

Know exactly how your team is performing. Every day.

Know exactly how your team is performing. Every day.

Appointments, close rates, and sales KPIs — tracked automatically and verified by your team, not guessed at in a spreadsheet.

Appointments, close rates, and sales KPIs — tracked automatically and verified by your team, not guessed at in a spreadsheet.

Automatically track sales KPIs

Automatically track sales KPIs

Gain insights & identify bottlenecks

Gain insights & identify bottlenecks

Drive sales & revenue growth

Drive sales & revenue growth

Integrate with your scheduling software

Integrate with your scheduling software

Easily integrate with your scheduling software to automatically track sales appointments, conversion rates, and optimize your sales process.

Track outcomes of sales appointments

Track outcomes of sales appointments

Automatically track outcomes to your sales appointments like your show up rate, close rate, offer rate, and more so you can find the best ways to boost your sales.

For sales teams, there’s an integrated quality control system, empowering sales managers or owners to review and approve/decline appointment outcomes to ensure the data remains 100% accurate.

View sales reports on the fly

View sales reports on the fly

Easily use sales reports to gain deeper insights into your sales data so you can identify bottlenecks and improve productivity to grow revenue more efficiently.

Easily use sales reports to gain deeper insights into your sales data so you can identify bottlenecks and improve productivity to grow revenue more efficiently.

Increase your close rate & boost sales performance

Increase your close rate & boost sales performance

You will have a Sales Dashboard to easily view how you’re performing, your progress to your goals for each KPI and overall sales targets, and gain valuable insights to drive sales and increase your conversion rate.

For sales teams, you can view the team’s performance as a whole, or drill down to the individual salesperson to spot inefficiencies that can drive sales performance for your entire organization.

How does it work?

How does it work?

All of your sales KPIs at your fingertips

All of your sales KPIs at your fingertips

1

Integrate appointments

Simply integrate your scheduling software and start pulling in sales appointment data.

2

Track your sales KPIs

View a simple Sales Dashboard to view all of your key sales metrics in one place.

3

Grow your sales & revenue

Gain insights and identify key areas to drive sales performance and increase revenue.

Start selling with SalesFlow

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Turn sales into collected cash with SalesFlow

SalesFlow

Less Guessing. More Selling.

Copyright © 2026 Optimate LLC

Resources

SalesFlow

Less Guessing. More Selling.

Copyright © 2026 Optimate LLC

Resources

SalesFlow

Less Guessing. More Selling.

Copyright © 2026 Optimate LLC

Resources