O que é a Visibilidade Gerencial do Ploomes e por que ela é importante?

A Visibilidade Gerencial oferece painéis customizáveis com gráficos, indicadores e tabelas dinâmicas para que gestores acompanhem em tempo real o desempenho da empresa, da equipe e dos processos, permitindo decisões mais assertivas com base em dados.

Que tipos de métricas e relatórios posso acompanhar com esse módulo?

Você consegue monitorar metas e KPIs, comparar produtividade de vendedores, verificar resultados por área, visualizar tarefas e atividades, além de filtrar dados para entender o que está funcionando ou precisa de ajustes.

Como funciona o acompanhamento de metas em tempo real?

Metas definidas pela gestão são exibidas em painéis que mostram o progresso de forma contínua, permitindo ver imediatamente onde se está abaixo ou acima do esperado, sem depender de planilhas manuais ou relatórios atrasados.

Posso personalizar os dashboards de acordo com meu negócio ou gestor?

Sim. Os dashboards são totalmente customizáveis: você escolhe os gráficos, indicadores, tabelas e filtros que mais interessam, podendo separar painéis por área, equipe ou usuário, conforme a necessidade de visibilidade.

É possível controlar quem acessa quais métricas ou painéis?

Sim. O sistema permite configurar permissões de acesso, para que diferentes usuários vejam apenas os painéis, metas ou indicadores pertinentes à sua área ou função, assegurando segurança e clareza na visualização de dados.

Managerial Visibility

Track your team's productivity in real time with managerial visibility

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Ploomes CRM

Have consistent and organized data in customizable panels for making more assertive and complex decisions

Decision making

Define actions and strategies based on data to meet your company's objectives.

Full visibility

Filter data to create customized charts, pivot tables, and indicators.

Targets and KPIs

Establish goals and KPIs and track them in real time.

Benefits

See the key benefits of managerial visibility on Ploomes.

Real-time management monitoring

Access to goals, graphs, indicators and filterable tables that allow full visibility to the manager, without the need for spreadsheets or consultation with collaborators.

Management of sellers' productivity

Monitoring, in real time, of the results, tasks and activities carried out by each seller.

Data culture for decision-making

The best decisions are based on facts. The use of the tool by the team will allow data to be accumulated, thus allowing for powerful insights.

Setting and assigning goals

Goals, much more than dreaded, motivate the team and guarantee that everyone is running in the right direction towards the strategy defined by the management.

Product

Check out the modules and functionalities that aid in managerial visibility.

Custom dashboards with charts, indicators, and charts

Complete visibility for managers who need to understand what is happening in their area or across the company through dashboards separated into panels.

Production targets

Create production goal panels for individuals and teams, and allow real-time monitoring, controlling the access of those who can or cannot view each goal.

KPI dashboards

Keep the analysis of the KPIs for your area or company up to date with a personalized visualization.

Objectives of the areas

Define your goals and distribute them on panels by area for future monitoring.

services

Our services are made available to provide you with better user experience possible with Ploomes

Consultative implementation

You know your processes, us, the technology. Together, we implemented Ploomes with support and training. Our multidisciplinary team is our differential.

Recurrent support

Online chat for clarification of questions and assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..

Projects

Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.

Frequently Asked Questions

What is Ploomes Managerial Visibility and why is it important?

Managerial Visibility offers customizable panels with graphs, indicators, and dynamic tables for managers to monitor the performance of the company, team, and processes in real time, allowing for more assertive decisions based on data.

What types of metrics and reports can I track with this module?

You can monitor goals and KPIs, compare seller productivity, check results by area, view tasks and activities, and filter data to understand what's working or needs adjustments.

How does real-time goal tracking work?

Goals defined by management are displayed on panels that show progress on a continuous basis, allowing you to immediately see where you are below or above expectations, without relying on manual spreadsheets or late reports.

Can I customize the dashboards according to my business or manager?

Yes. The dashboards are fully customizable: you choose the charts, indicators, tables and filters that interest you the most, and you can separate panels by area, team or user, according to the need for visibility.

Is it possible to control who accesses which metrics or dashboards?

Yes. The system allows you to configure access permissions, so that different users see only the panels, goals, or indicators relevant to their area or function, ensuring security and clarity in the visualization of data.

Do you have other questions? Get in touch

Track results in real time

and make decisions based on data

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+2000 companies trust Ploomes CRM