TrackAxo ties together pipeline, leads, customer relationships, analytics, and reporting. This page maps those capabilities to the rest of the documentation and the sales workspace.
Visualize opportunities by stage, velocity, and ownership. Pipeline health is summarized on the Sales Dashboard; day-to-day stage moves and assignments are handled in Lead Management.
Create leads, qualify them, and route them to owners. See Lead Management for workflows, statuses, and follow-up discipline.
Long-term account and contact context often lives alongside project delivery. Use Client Management for client records tied to projects, in addition to sales-side lead and opportunity data.
Revenue, conversion, cycle time, and team performance are covered in the Sales Dashboard guide, including KPI definitions and dashboard customization.
Exportable views and scheduled summaries complement on-screen analytics. Start from dashboard widgets and filters on the Sales Dashboard; align financial roll-ups with Financial Reports where revenue crosses into finance.