Custom dashboard
Build dashboards with the widgets that matter to you: customer service, sales, campaigns and integrations.
- Free-form drag-and-drop widgets
- Filters by period, team and channel
- Business-hours view
Platform
SD Management
Know which channel actually brings in sales.
Tracking from the click to the sale, including the one that closes at the counter or over the phone. All in a dashboard you build your way.
The pain it solves: “I don’t know which channel actually brings in sales.”
What’s in SD Management.
Pipeline
A sales funnel tied to the conversation. The deal moves along with the customer service.
- Stages from your own process
- Value and forecast per stage
- Deals created straight from the conversation
Tracking to the offline sale
The lead’s source is recorded from the first message to the sale. The conversion goes back to the ad platforms.
- UTMs and source on every contact
- Offline conversions sent to the ad platforms
- Return by channel and campaign
GA4
Your Google Analytics 4 data next to customer service and sales, on the same dashboard.
- Site pages and traffic sources
- Side by side with conversations and sales
- No spreadsheet exports
Every click, a brick.
Today
- A report put together by hand at month’s end
- Ads with no idea whether they sold
- Counter sales nobody attributes
With SimplesDesk
- A dashboard that updates itself
- Each sale tied to the campaign that brought it
- Offline sales counted in the results