Visualize insights from your Freshsales CRM tool using Bold BI


Connect your Freshsales account with Bold BI to monitor metrics and gain actionable insights about your company’s sales, customers, and business information via a Freshsales dashboard. The benefits of using Bold BI with Freshsales include:

  • Tracking your prospects and deals over time using a Freshsales dashboard and forecasting the needs of your company to make better decisions.
  • Combining KPIs from relevant data sources like Mailchimp and Google Calendar to build an integrated Freshsales dashboard to track KPIs about MRR and ARR, lifetime value, qualified leads, and more.
  • Using a Freshsales dashboard to gain a holistic view of your company’s sales, customers, and business information.

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Try out all the features of Bold BI with 15-day free trial and get to know how it suit to your needs of embedded analytics.

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