Integrated Dashboards:
Identify Blindspots in Your Revenue and Retention Strategy
No more bias. No more guessing. Unlock access into firm-wide client relationship and engagement analytics, with the click of a button.
“I don’t need more data, what I need are insights.” - Global Introhive Customer
With Integrated Dashboards, your business development & strategy leaders are empowered with deep insight into open opportunities and account risk, regardless of the technical resources at their disposal.
Identify and monitor engagement trends across service lines and accounts to preserve and protect revenue, and strategically transition accounts as you plan for the departure of key contacts or colleagues.
Tap into the power of your collective network to pinpoint high-potential segments, cross-selling opportunities, and track existing key contact job changes for warm selling opportunities.
Who Can Benefit From Integrated Dashboards?
Monitor productivity and performance of individuals and teams, or act upon early warning signs in forecasted opportunities like: missing stakeholder relationships, deteriorating interaction or reciprocity levels, or no next steps scheduled.
Slice and dice contacts and relationships by industry, seniority level, role, or connected colleagues to build hyper-targeted segments and distribution lists for inclusion in marketing campaigns, communications, and events.
Customize Integrated Dashboards to suit the unique needs and goals of your organization, and reduce the development, maintenance, and support efforts required by internal data, market insights, and business intelligence teams.
Learn more about how your firm can get started, today.
Identify Opportunities and Risks
Maximize Client Experience and Reduce Attrition
Business Development Teams & Fee Earners
Marketing Teams
Business Intelligence Analysts
Unearth Hidden Insights
Integrated Dashboards:
Identify Blindspots in Your Revenue and Retention Strategy
There are troves of insights related to your revenue acquisition strategy trapped within your client relationship and engagement data. Traditionally, accessing and visualizing this data requires costly people and technology resources, with the resulting insights often remaining siloed and inaccessible to leaders responsible for driving or protecting revenue. Democratize access to these insightful dashboards to all your team members, regardless of the technical resources at your disposal.
Centralized, Consumable, and Purpose-built for Revenue Leaders
Easily access, visualize, and consume valuable data to identify actionable insights related to risks that can be mitigated and opportunities that can be seized. Operationalize Customer Intelligence to find, win, grow and retain your client base.
Ensure you're building a roster of broad and deep relationships and gain line of sight into whether your teams are investing the right coverage across contacts and accounts. Trigger the next steps required to win more opportunities.
Ensure you're building a roster of broad and deep relationships and gain a line of sight into whether your teams are investing the right coverage across contacts and accounts. Trigger the next steps required to win more opportunities.
Tap into the power of your collective network to find net new and expansion revenue opportunities. Pinpoint opportunities to enter new markets, identify cross-selling opportunities to expand share of wallet in existing accounts, and track existing key contact job changes for warm selling opportunities.
Identify Opportunities and Risks
Strategically Navigate Complex Deals
Maximize Client Experience and Reduce Attrition
Visualize Previously Hidden Insights
Operationalize Your Client Data at Scale
Effortlessly visualize and explore your client relationship and engagement data. No data lake, business intelligence tools, or data scientist required.
Out of the Box & Interactive
Improve time to value by removing bottlenecks and democratizing access to relationship analytics to your entire team. Integrated dashboards are developed on industry-leading infrastructure that can grow with your organization.
Built to Scale
Built upon industry-leading infrastructure, data residency compliance and security were the top priority in developing these dashboards, meeting and exceeding current standards.
Safe & Secure
Strategically Navigate Complex Engagements
Win more business by building a roster of broad and deep relationships and gain a line of sight into whether your teams are investing appropriate coverage across contacts and accounts.
