Compare volume and step between stages
Each column shows the contacts of that stage and each percentage relates the volume to the previous stage. This helps detect where the setter's travel decreases and where tracking should be revised.
Operations / commercial: setters and closers
Setters and Closers, each with their own board.
The setter qualifies and schedules; the closer closes. When the setter marks a lead as ready, it moves only to the closer board.
Visual representation of commercial Pipeline.
Reservations, attendance and closures
Your sales journey, stage by stage
Reservations, attendance and closing answer different questions.
How many people remain in each stage of the setter pipeline and how many move on to the next.
By contacting35
Contacted29
Ghosting23
Follow-up17
Link sent11
Scheduled call5
Wrong phone number4
83% →79% →74% →65% →45% →80% →
Income2.400 €30 days
Closures230 days
This is how the route is connected.
- 01Setter
- 02Call
- 03Closer
Relates activity and result
The income and closing indicators provide the result of the period. The stages are configurable: an exit as a wrong phone number does not equal a sale. Read the percentages along with the meaning of each stage and the team records.
Reservations, assistance and closures · how it works
From setter to closer, with shared context.
Qualification and closure require different views of the same journey. Organize the team's work and see what happens between booking, support and sale.
Distribute the work
Each role accesses its business dashboard. Defines who qualifies and who continues with the sales call.
Give the opportunity
When the setter marks the opportunity as won, the process can move to the closer board to continue tracking.
Read the performance
The owner and administrators view periods of 7, 30, 90 or 365 days, with activity and results per member.
Reservations, assistance and closures · scope
Sales: Setters and Closers
in detail.
Two connected boards
- Setter board and closer board.
- The transfer between the two is automatic upon reaching the setter's won stage.
- Each person on the team sees their board based on their role.
Commercial panel
- Scheduled, assisted, follow-up, nurturing, missed calls and no-shows.
- Accumulated funnel of the period.
- Periods of 7, 30, 90 or 365 days.
Closures and performance
- Sales grouped by payment method and their evolution.
- Management of your payment methods.
- Performance of each setter and closer, visible only to the owner and administrators.
Reservations, attendance and closings on screen
See where your sales team needs support.
Consult reserved, assisted and closed calls by period. Each section answers a different question: if enough appointments arrive, if people attend and if the conversations end in sales.
Available in
Essential and Pro.
View plans Essential and Pro.
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Operations from €149/month
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