Exact Sales
Exact Cancels
Cost Per Sale
Top Agents
Cashflow KPI
With Overseer, you'll have access to the key metrics that matter most to your business in real-time. Whether you need to analyze your top-performing salespeople or identify areas for improvement, Overseer gives you the tools you need to make informed decisions and scale your business.
Overseer helps you know exactly who your top performers are, as well as those who need extra support. With real-time data tracking, you'll be able to see how many deals each of your salespeople is closing, the types of deals they're selling, and even the average deal size.
But it's not just about identifying top performers - Overseer also helps you identify areas for improvement with key performance ratios at your fingertips. And if a deal cancels, you'll be the first to know, giving you the ability to pivot quickly and keep your business on track.
And the best part? Overseer is plug-and-play, meaning you can get it up and running in as little as one day. Its seamless and user-friendly design makes it easy for your entire team to adopt - no technical expertise required.
Deal Size, Deal Type, Time of Deal, Deal Amount
Canceled Deals, Canceled Reasons, Complaints, Call Types
Closed Deals, Types of Closed Deals, Deal Size
Satisfaction, Complaints, Common Call Reasons
Life, ACA, Limited Med, Ancillary, Prescriptions, and more
Date Sold, Post Date Start, Total Category Deals
Total Dealflow, Dealflow Per Agent, Per Deal, Over time
Total Cashflow, Cashflow Per Agent, Per Deal, Over time
automated tracking system.
With Overseer, you'll have access to everything you need from your browser, thanks to our advanced bot that sits on top of the Slack interface. Your sales floor will input the data of every closed deal into a form accessible on Slack, and customer support also has their own form for inputting customer support calls.
This inputted data is then used to automatically update the scoreboard and feed the software to give you key insights into your business. And the best part? It takes just 15 minutes to train your sales floor and customer support how to use the software. Even your manager and other key people can be trained in just 25 minutes to access and see all the data in real time.
No previous experience is required, and setup is a breeze. In just one day, you can have Overseer up and running, giving you the data-driven insights you need to take your business to the next level.
So why wait? Sign up for Overseer today and discover the power of easy-to-use, real-time data tracking and reporting. It's the ultimate tool for any business owner looking to drive growth and take their business to new heights.