Sales Tracking Software
Streamlined Sales Tracking
and Reports
Eliminate spreadsheets and manually financial institution sales tracking and reporting
Sales Tracking
Easily track your sales efforts in your bank or credit union
Enter sales manually and/or through an API
Track sales, fees, commissions and more
Track all your sales products and services
Sales Goals
Keep sales staff on track with their sales goals
Set sales goals per employee and products
Simple dashboard to keep staff on track
Automated weekly sales reports sent to staff
Commission & Fee Tracking
Track your sales commissions and fee income with no effort
Assign commissions to
No more excel spreadsheets for sales tracking
Automated accounting reports
Sales Reports
Generate instant sales reports and dashboard
Create custom reports
Generate reports within minutes
Automated reports emailed to sals staff and managers
