Mobility
Full access to sales intel, reports and dashboards on the go. Boards render natively in the app and keep the last synced snapshot when the network drops.
- Native mobile dashboards
- Offline snapshot
- Push notifications
Live sales performance metrics on your mobile
Targets, achievement and pipeline health updated as it happens - so a rep can course-correct at 2 PM instead of finding out at month end.
My performance - today
Synced 40 seconds ago
- Target achieved
- 68%
- Logins today
- 94%
- Meetings done
- 412
- Won this week
- Rs 6.2 Cr
Day 14 of 22
of active reps
+18 vs plan
+9.4%
Target vs achievement - top teams
- Team Pune96% of plan
- Team Kochi81% of plan
- Team Delhi64% of plan
- Team Patna42% of plan
Live activity
KYC completed
Ramesh K - 2 min ago
Visit checked in
Anita S - 6 min ago
Deal marked won
Sanjay P - 11 min ago
What a rep and a manager can see mid-day
Metrics move as the field moves, so decisions happen inside the cycle rather than after it.
- Q1
Am I ahead or behind my number with the days left in the cycle?
- Q2
Which of my team logged in but produced no activity today?
- Q3
Which deals moved forward in the last hour?
- Q4
Which product is pulling the team's run rate down?
- Q5
Do we need to reallocate leads before the day ends?
Metrics tracked out of the box
Every metric is configurable per role, product and geography.
Configurable to your workflowMetricWhat it measuresWhat you do with it
Target vs achievement
Plan value against booked value for the current cycle.
Reallocate effort before the cycle ends
Run rate
Achievement pace projected to cycle close, per rep and per team.
Spot a miss two weeks early
Activity volume
Calls, visits, demos and follow-ups logged against open pipeline.
Separate busy teams from productive ones
Conversion ratio
Wins over qualified opportunities across product and channel.
Coach on the stage that leaks
Average ticket size
Mean value of closed deals by rep, branch and product.
Push reps up the value curve
Leaderboard rank
Live position against peers on the metric you choose to run on.
Drive healthy competition daily
Performance in the pocket, not in a portal
Full reporting parity in the mobile app, because the people who move the number are rarely at a desk.
Smart business insights
Scale the sales process with metrics that tell a rep what to do next - which lead to call, which visit to make and which deal to escalate.
- Next-best action
- Pipeline health flags
- Escalation prompts
Maximise team efficiency
Measure and motivate with live indicators, leaderboards and contest tracking that keep the whole team pointed at the same number.
- Live leaderboards
- Contest tracking
- Manager nudges
Alerts that reach the rep, not just the report
The metric only matters if someone changes behaviour because of it.
Pace alert
Run rate falls below the pace needed to hit plan.
Zero activity
No calls, visits or updates logged by mid-day.
Big deal moved
A high-value opportunity changes stage or slips.
Field rep
Own target, run rate, day plan and leaderboard position.
Team manager
Team pace, activity gaps and the reps who need coaching today.
Head of sales
Region and product run rate against plan, with drill-through.
How the numbers reach the team
Live metrics are pushed, displayed and archived - not just queried.
Mobile app
Dashboards, targets and leaderboards inside the app reps already use.
Floor TV boards
Rotating live screens for branch and call-centre floors.
Daily digest
Morning email with yesterday's close and today's plan.
Manager alerts
Push and email triggers on pace, silence and slippage.
More reporting in Toolyt
Analytics & Business Intelligence
Dashboards, drilldowns and scheduled reporting on web and mobile.
ViewStage Wise Performance Report
Conversion and ageing at every stage of the funnel.
ViewUntapped Leads Report
Every lead nobody has touched, with the owner named.
ViewLeads Activity Report
The full engagement trail behind each lead and customer.
ViewTAT Analysis Report
Turnaround time from creation to closure, stage by stage.
View
What are live sales performance metrics in Toolyt?
Live sales metrics in Toolyt show target versus achievement, run rate, activity volume, conversion and ticket size updated in real time on mobile and web. Reps see their own numbers and leaderboard position, managers see team pace and activity gaps, and alerts fire when a team falls behind the pace needed to hit plan.
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- What is Live Sales Performance Metrics On Your Mobile for 2024 Business?
- Empower your sales team to assess performance against sales goals, monitor progress, and use real-time sales performance metrics to develop effective strategies and sell more.
- How does Toolyt support mobility?
- Gain full-fledged access and engagement with all sales intel, sales performance metrics, reports, and dashboards while on the go with the mobile app.
- How does Toolyt support smart Business Insights?
- Provide your team with powerful sales performance metric functionalities to scale the sales process and increase the revenue for the business.
- How does Toolyt support maximise Team Efficiency?
- Measure & motivate team performance via insightful sales performance metrics and track key sales indicators to close more high-valued deals.
- How does Toolyt support effortless Dashboard Creation?
- Create stunning dashboards with ease using our interactive designer. Pull sales performance metrics and visualize KPIs without any coding skills required.
Start offering your field sales team a better selling experience
Sales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.