Making informed decisions quickly can be the difference between missed opportunities and meaningful growth. With TEB’s Dashboard Management feature, businesses are gaining real-time access to the data that matters, like which lead sources are delivering the most conversions, or which territories are driving the strongest sales performance. This kind of instant visibility allows teams to shift focus, optimise strategies, and act on insights as they happen, not weeks later.
The pharmaceutical client introduced TEB’s Management Dashboard to monitor their entire sales process in real time. Whether it’s lead generation, opportunity progress or quote creation, managers can now see exactly where their teams are performing and where they’re not, without having to ask for a single update. Rather than chasing reports or reviewing spreadsheets, the dashboard offers a live visual of:
It’s all centralised, live, and easy to access in one place.
The dynamic and actionable nature of TEB's Dashboard Management is what makes it unique. When a user clicks on any statistic, such total opportunities produced, a filtered view with all the relevant information along with additional context is displayed immediately. Management can then view the status, accountable team members, timeline, and other information, which helps:
When your business is fast-paced and data-rich, like in the pharmaceutical sector, how you track performance is vitally important. One of our latest use cases highlights how a medical distribution company is using TEB’s Dashboard Management feature to transform how their leadership team gains visibility and drives accountability.
One standout application from this use case was how the dashboard allowed real-time tracking of doctor visits made by field reps. Management could clearly see who had visited which clients, what follow-ups had been actioned, and how that fed back into the pipeline.
Instead of reactive performance checks, the dashboard gave the leadership team confidence and control—without micromanagement.
For teams working in fast-moving industries like pharmaceuticals, visibility is everything. And that’s what TEB’s Dashboard Management feature delivers, instant and detailed oversight that drives sales performance.
Whether you’re managing leads, tracking field teams, or just trying to make smarter decisions faster, this feature lets you do it all in one place.
