Sales Mapping
The CRM Map gives sales teams a visual, location-based view of customers, prospects, and leads, making it easy to plan and prioritise field activity. Users can segment accounts by region, customer type, and call frequency, then see them plotted on an interactive map with clear territory overlays.
Projects
The Projects module gives a clear financial view of each project by showing the total project value alongside what has been quoted, invoiced, and raised as purchase orders. It also provides visibility into the sub-contractors working on the project, allowing teams to easily compare projected value against what has been quoted and invoiced to date.
Revenue by Sales Rep
The Revenue by Sales Rep view provides a clear breakdown of revenue performance across individual sales representatives over time. Interactive charts make it easy to compare results, track trends, and identify top performers, while flexible filters allow revenue to be analysed by customer, equipment class & industry.
Lost Sales
The Lost Sales dashboard shows how much potential revenue has been lost and the reasons those quotes did not convert. By breaking lost value down by loss reason and time period, teams can quickly identify patterns such as pricing, availability, or timing issues. This insight helps sales and management understand where opportunities are being missed and take action to improve win rates and future quoting strategies.
Sales Rep Activities
The Sales Rep Activities view provides a complete record of interactions linked to each account, giving visibility into how sales representatives are engaging with customers and prospects. By tracking calls, meetings, notes, and follow-ups against each account, teams can easily see activity history, upcoming actions, and ownership.
Leads & Prospects
The Leads & Prospects view provides a single place to manage and track potential customers as they move through the sales pipeline. Teams can easily distinguish between leads, prospects, and active customers, filter lists by ownership or status, and focus on accounts they are responsible for. This helps sales representatives prioritise follow-ups, maintain momentum, and convert opportunities into customers more effectively.
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