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

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

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Sales dashboard displaying revenue, conversion rate, deal metrics, and lead analytics with charts

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Understand your sales funnel at a glance

Easily create and share reports with data already in your CRM
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Dashboard showing generated revenue of $60k and three other metrics: number of deals closed, conversion rate, and average deal value.

Track the performance of your pipeline over time

See key metrics quickly and identify opportunities for process improvement
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Dashboard with four charts showing leads by creation date and closing date analytics

Get to know your best leads better

Understand your ideal client profile so you can refine your targeting
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Donut chart showing lead status: 9 in progress, 8 won, 2 lost

Break down your team’s sales efforts

Close as a team while still understanding individual performance
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Bar chart showing leads by creation date comparing Kristin, Robert, and Darrell's activity last week versus this week

Compare segments to see where you perform best

Create dashboards that let you compare categories so you know where to invest
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Bar chart showing deals by closing date grouped by email, call, and IRL categories

FAQ

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.

Connect it to the power of folk

Contact sync
Pipeline management
Email campaigns
LinkedIn extension
Enrichments
CRM dashboard showing contacts, connections, sync sources, types, and last interactions with monthly revenue chart

Loved by closers

“folk helped us simplify our whole sales flow. Sometimes you get overwhelmed by all the tasks you need to do. Having folk just reminding us what leads to prioritize is a game-changer.”
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Catherine, Partnerships manager
@Eugeniuses
“Prospecting takes multiple forms: reach out to someone, meet at an event, get introduced, word of mouth... folk helps us capture all of this.”
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Hugo, CEO
@nextra
“We’re wearing a lot of hats and, at our agency, we need to. My CRM organization needs to be streamlined and easy to use. That's why we love folk.”
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Oliver , founder
@pinfluence
“folk is simple and flexible enough to evolve with the way we collaborate as a team. We used to rely mainly on inbound and word-of-mouth. And now folk helps also with prospecting.”
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Luc Chanut, founder
@monette