Make your data work for you!

We use technology and metrics to help businesses make informed decisions. Most of all, we are teachers. We support teams, small businesses, and individuals on their path to success. We flex with your business’ needs.

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Business Analytics and Data Visualization Available by User Role

Management

  • Pipeline report and dashboards
  • Marketing ROI
  • Software usage
  • Sales team activities
  • Customer service team activities
  • Sales, marketing & customer service KPIs

Sales

  • Personal pipeline reports and dashboards
  • KPIs by role
  • Opportunity conversion tracking
  • Personal activities
  • Aging opportunities and leads

Marketing

  • Lead conversion
  • Revenue generated by campaign
  • Leads generated by campaign
  • Email metrics
  • Website traffic/performance
  • Customer engagement metrics
  • Survey results

Customer Service

  • Cases opened
  • Cases closed
  • Aging cases
  • Overall caseload by team member
  • Case sentiment
  • Project status

View Dashboards and Data Visualization Options

Some of the Dashboard, Reports & Data Visualization Tools We Support

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Microsoft Dynamics 365

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Zoho CRM

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Salesforce

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Act!

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Microsoft PowerBI

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Microsoft SQL Server Reporting Services

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Google Analytics

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Google Search Console

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SEMRUSH

" We’ve been very happy with TopLine. They’ve treated us great; I think the product is better because they’re involved, so I would highly recommend working with them. "