Dashboards

Analyze your sales funnel and get insights to inform your business strategy

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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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Track the performance of your pipeline over time

See key metrics quickly and identify opportunities for process improvement
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Get to know your best leads better

Understand your ideal client profile so you can refine your targeting
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Break down your team’s sales efforts

Close as a team while still understanding individual performance
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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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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

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Loved    
by closers

Morgan (founder)
Sparkmate, venture studio
“We’re here to build relationships and folk is the only way for us to keep track of a large volume of people without relying on impersonal automations.”
folk for investors
Elisa (partnerships)
Slite, B2B Startup
“It’s so easy for me to keep track, and I make sure to set reminders to follow up with prospective partners so they don't fall through the cracks.”
folk for partnerships
Hugo (CEO)
Nextra, consulting firm
"Prospecting takes multiple forms: reach out to someone, meet at an event, get introduced, word of mouth... folk helps us capture all of this."
folk for sales
Luc (founder)
Monette, digital agency
“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.”
folk for agencies
Olivier (founder)
Pingfluence, influence agency
“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.”
folk for sales