Get visibility into the data you need to hit target, faster
Report on data from your CRM, VoiP, Sales Engagement, and Timesheets software in real-time, in one place.
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Take the pain out of reporting and analysis
Connect your CRM
Work with our Implementation Team to connect your CRM, VoiP and other tools to align metrics across all your platforms and enable you to report on them in one place.
Build custom reports
Create custom dashboards and reports for you, your team, and your leadership, so that you can tie data from all your systems together in one place.
Automate reporting
Put your recurring reports on autopilot to make sure your whole team is in the loop, without the manual work.
Build reporting dashboards in minutes
Enable transparency with user-friendly dashboards, so your team can easily track targets in real-time.
- Build Custom Dashboards for teams, individuals, and managers with the metrics only they need to see
- Make it simple to see whether reps and teams are on pace to hit their targets with Expected Results
- Setup Target Templates to make onboarding new reps quick and easy
Deep-dive into the activities behind the metrics
Understand what activities actually drive results and take proactive action to ensure your team stays on track.
- Drilldown into Analytics to see what contributed to your target metrics over any time period
- View metrics from all your systems alongside eachother with drag and drop tables for quick and easy pipeline analysis
- Save as many reports as you like, so the data you need is always only a click away
OneUp is a great way to identify areas of improvement for consultants allowing them to see exactly where they are to target across any KPIs you might want to measure. It's a one stop shop for reviewing daily, weekly, monthly, quarterly and yearly targets with 1 or 2 clicks to find the MI you need. It's become a huge timesaver for reporting and analysing.
Visualise performance trends over time
Easily plot achievement against target over any time period and spot trends that need action.
- View Charts with performance against target for any metric over day, week, month, quarter, or year
- Analyse periods of good or bad performance and identify the causes by deep diving into your connected CRM data
- Download Charts as images for use in those all important monthly SLT presentations
Automate recurring reports
Save time manually compiling reports and get the data you need sent directly to your inbox.
- Automate your daily activity update, weekly summary, or monthly leadership report
- Get updates on your progress to target so you always know whether your team is on track
- Setup Daily Digest Emails so your team get updates on their daily activity
Integrate directly with the tools you already use
OneUp is designed to enhance the reporting and analytics capabilities of your current tech stack.
Simplify your reporting and analysis with
Real-time data
Report on real-time data from your entire tech stack in one place and deep dive into the activities behind the metrics.
Custom dashboards
Focus your team on targets that matter—Meetings Booked, Calls Made, Qualified Opps? It's up to you.
Matrix reports
Simple drag and drop tables where you can pair metrics from all your systems together.
Charts
Visualise performance trends against your targets over any time period.
Data insights
Dive into the activities behind the metrics to understand what drives good or bad performance.
Automated workflows
Cut out the manual work and get the reports you need delivered to you when you want.
Target templates
Make onboarding easy with dashboard and target templates for new users.
Daily digest emails
Automatically update every rep on progress towards their targets before the day begins.
See OneUp in action
Book a demo and discover how 300+ teams use OneUp to hit target faster.