Good decisions come from having the right information at your fingertips. With Analytics from ClientCircle, you’ll have everything you need to transform data into meaningful and actionable insights.
We combine your data with ClientCircle metrics to give you a holistic view of your business.
Monitor your dashboards regularly to watch for trends and make quick decisions as things change.
Track sales, retention, churn and more
Filter and save the metrics you want to see
Combine saved charts into a customized overview
Control who can view and access dashboards
See how activities and events affect other metrics
Navigate and adjust dashboards to fit your needs
ClientCircle and their team have been top notch from the very beginning. They went above and beyond to make sure we understood their platform and how to maximize our return on it.
John Lyons
Insurance One
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