Maintaining consistent views of activities taking place throughout a sales organization is a challenging task – yet one that is essential if everyone within the organization is to remain focused on similar goals. Trinity works with clients to create dashboards that provide visibility into all aspects of sales-related analytics, metrics, querying and alerting features. We also provide management capabilities that help clients monitor, manage, and maximize their sales efforts.
Trinity's dashboards feature querying and analytical capabilities that allow end users to interact with information and answer ad hoc questions with minimal knowledge of underlying data sources and structures. A range of users – from experienced data analysts to field-based reps – can easily create queries and perform calculations without mastering complex database languages.
A simplified dashboard design leverages drag-and-drop functionality that enables users to customize their own dashboards, so that they can perform sophisticated analytical functions without having to rely on IT staff to create those custom configurations. This "self-service" capability also enables users to define the metrics, alerts, and reports utilized on their dashboards.
