Your CRM reports
a moment in time.
This tracks the arc.
Sales Tracker connects to your existing CRM and builds a longitudinal performance record — so you can see trends, measure behaviour change over time, and ask your data real questions. The kind of visibility that drives a sales team, not just describes one.
Customer since 2021. $347K lifetime revenue, 14 orders. Last purchase March — bulk fittings, $41K. Typically buys Q1 and Q3, so you're entering their buying window.
Open pipeline: $68K replacement tender (Stage 3, 65% probability) and a $22K consumables reorder flagged last week.
Watch for: Last three orders were won on price. If defending margin, lead with delivery reliability — a supplier delay in 2023 cost them a production shutdown.
Price-related losses have decreased from 58% to 31% of all losses since the value-selling training in Q3 last year — a material shift.
What's grown: "No decision" losses are up from 12% to 28%, suggesting deals are progressing further before stalling. That points to a late-stage urgency issue, not a price problem.
Competitor losses have held steady at ~18% throughout — no deterioration there.
real problem,
by someone
who lived it.
Sales Tracker didn't start as a software product. It started as a solution to a specific frustration: a senior sales leader working with a client who had all their data locked in their CRM — but no way to turn it into the visibility the team actually needed.
The dashboards and metrics built for that client didn't just report on performance — they changed it. When account executives could see their own trends clearly and leaders had real-time visibility into what was working and what wasn't, conversations in team meetings shifted. Forecasts improved. Pipeline discipline tightened. Behaviours changed in ways that showed up in results quarters later.
That's what Sales Tracker is. Not a product built by developers guessing at what sales teams need — a tool designed by a senior sales leader, against a real brief, to give leaders the specific leverage they need to drive performance. The infrastructure it builds lasts. The consulting that wraps around it makes sure the right metrics are being measured from day one.
It's priced to cover its costs, not to extract margin. Because the value is in what it does for your team — not in what you pay for it.
Your CRM shows you right now.
We show you the arc.
A snapshot tells you what happened.
A trend tells you why — and what to do next.
Every CRM on the market reports on the current state of your pipeline. It tells you what's open today, what closed this month, what activities were logged. That's useful. But it's a photograph.
Sales Tracker captures that photograph every day, week, month, and quarter — and builds a longitudinal record of your sales performance over time. You're not just seeing your win rate today. You're seeing how it's moved over 18 months, what changed it, and whether the initiatives you've put in place are actually working.
Loss analysis becomes a different conversation entirely. Not "we lost 12 deals to price this quarter" — but "price losses dropped from 58% to 31% after we changed the qualification process. And no-decision losses are rising, which points to a late-stage urgency problem we haven't addressed yet."
Pipeline Health
See how your total pipeline has moved week over week for 24 months — not just what it is today. Spot seasonal patterns, forecast with confidence, identify coverage gaps before they become misses.
Win Rate Trends
Track win rate by rep, by product, by segment — and by the changes you've made. Did the new messaging work? Did the training stick? The trend line answers that question in a way no snapshot can.
Behaviour Change Evidence
When you make a change — comp structure, qualification criteria, coaching approach — Sales Tracker gives you the data to know if it worked, across the quarters it takes to show up in real results.
Plain language questions.
Board-ready outputs.
Sales Tracker doesn't require you to know how to build a query or navigate a report builder. You type a question in plain language — the same way you'd ask a colleague — and the AI surfaces the answer from your full performance history.
Ask about a rep's quarter. Ask about loss trends across two years. Ask for a customer brief before a meeting. Ask how your win rate compares to the same quarter last year.
Then export it directly into the format you need to use it.
Revenue closed Q2: $1.24M vs $1.1M target (113%). Win rate: 38% — up from 31% same period last year, fourth consecutive quarter of improvement.
Pipeline entering Q3: $3.8M across 47 active opportunities. Top 3: Nexus Corp ($340K, Stage 4), Fairway Group ($210K, Stage 3), Coastline Dynamics ($188K, Stage 4).
Your AEs have the relationships.
Give them the intelligence.
Sales Tracker isn't just a tool for leadership. Account executives use it daily — to walk into meetings prepared, understand their own performance trends, and spend less time finding information and more time using it.
Customer Intelligence Briefs
Before any call or meeting, an AE asks Sales Tracker for a full account brief — purchase history, open opportunities, last activity, and relevant knowledge base notes.
In 30 seconds, they have everything they need to walk in prepared — without digging through the CRM manually.
Personal Performance Trends
AEs see their own pipeline health, win rate trends, deal velocity, and quota progress — in the same longitudinal view their manager sees.
When a rep can see their win rate has been trending down for 90 days, they ask better questions in coaching. The data changes the quality of the conversation.
Meeting Prep & Proposal Support
The AI helps an AE draft a customer-specific proposal summary, talking points for a renewal, or a competitive brief from the knowledge base.
Output directly to Word or PowerPoint. Customer materials that used to take an hour compile in minutes — built from real account data.
Knowledge Base Access
Product information, competitive positioning, sales playbooks, and case studies — queryable by AI in plain language.
An AE in the field asks "What's our positioning against Competitor X for mining?" and gets a usable answer in seconds.
Everything the platform delivers.
Live Pipeline Dashboard
Real-time opportunity tracking by stage, value, and rep. Filterable by segment, territory, or custom field.
Longitudinal Trending
Every metric captured over time — daily, weekly, monthly, quarterly — to show direction, not just current state.
AE Scorecards
Individual dashboards showing quota progress, win rate trends, pipeline health, and activity levels per rep.
Natural Language AI
Ask any question about your data in plain English. Answers drawn from your full historical record.
AI-Generated Reports
Weekly, monthly, and quarterly narrative reports — written by AI from live data, delivered automatically.
Order Management
Track the full journey from won deal to invoiced — BOW wave, unsupplied orders, delivery against commitments.
Forecast Accuracy
Compare committed forecasts against actuals over time. Build forecast accountability with longitudinal trend data.
Custom Metrics
Every metric built around your actual sales process — your stages, your language, your KPIs. Not a fixed template.
Works With Any CRM
Compatible with HubSpot, Salesforce, and most major CRM and ERP platforms. No data migration. No disruption.
Up and running in days.
Discovery
One conversation to map your CRM, team structure, and the specific views and metrics that would change how you run your team.
Connection
We connect Sales Tracker to your CRM via API. Historical data loads automatically — trends begin building from day one.
Configuration
Dashboards, custom metrics, and AI reporting configured to your business. Role-based access set for leader and AE views.
Live + Evolving
You're live. As your business and consulting engagement evolve, the platform adapts — new metrics, new reports, new questions.
It works for any B2B sales team.
The right metrics are where we start.
Sales Tracker isn't limited to a specific industry, platform, or company size. The consulting that wraps around it defines the metrics and views that will actually drive behaviour change in your business.
If you have reps with territories, quotas, or accounts — and a leader who needs to manage them — Sales Tracker is built for your situation.
Large enough to need real infrastructure. Small enough that enterprise BI tools are overkill and hard to justify to a CFO.
You already know your team. Sales Tracker gives you earlier signals, better evidence, and trend data to back — and change — behaviour with confidence.
HubSpot, Salesforce, Acumatica, MYOB Advanced, and most other platforms. If your sales data lives there, we can connect to it.
Manufacturing, distribution, industrial, oil & gas, mining, technology services — wherever deals take time and visibility matters.
The platform starts it. The consulting defines the right metrics, builds the right habits, and creates infrastructure that keeps working long after the engagement.
We finally have one place to see what's in the pipe, where deals stand, and how each rep is tracking — and we can see how those numbers have moved over time. That changes the conversation completely.
Ready to see what your
CRM data can actually do?
Request a 30-minute demo. We'll show you Sales Tracker connected to your environment — with the trending, AI queries, and exports relevant to your team.