Dashboards help you plan for now — and what's next

Name: folk CRM
Brand: folk
Rating: 4.9 (4000 reviews)

Analyze your sales funnel, track team performance, and uncover strategic insights for growing your business

Trusted by 4000+ award-winning agencies and firms

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Understand your sales funnel at a glance

Easily create and share reports with data already in your CRM

Track the performance of your pipeline over time

See key metrics quickly and identify opportunities for process improvement

Get to know your best leads better

Understand your ideal client profile so you can refine your targeting

Break down your team’s sales efforts

Close as a team while still understanding individual performance

Compare segments to see where you perform best

Create dashboards that let you compare categories so you know where to invest

よくある質問

Which folk plan includes dashboards?

You will have access to Dashboards during your 14-day free trial. After which, you will need to upgrade to the Premium plan to continue using the Dashboards features.

What type of charts can I build?

There is 3 type of charts in your dashboard including metric chart, pie chart, and bar charts. You can use these to create a wide variety of reports. To find out more specifics, visit the Dashboards article on our Help Center.

Are charts customizable?

Definitely! You can customize what you want to measure, and how you want to measure it, thanks to formulas like count, sum, average, ration etc. You can also filter your data to match your specific needs.