As CEO, you’re at the helm of your business, but you’re too busy collecting reports from every far-flung corner of your organization to step back and see the big picture. That’s a real headache–and not the kind you want to deal with when company growth is at stake.
With CoralTree, you can skip the headache and see all the metrics that matter to you in a dashboard. CoralTree instantly visualizes the information you need to call the big shots.
Connect to any source of data, so you can see everything from cash balance to revenue growth rate to ROI all in one place.
It all comes down to the bottom line. With multiple stakeholders invested in the success of the business, it’s the responsibility of the CEO to keep watch over the financial state of the organization. CoralTree helps you stay abreast so you can:
Measure the gross profit margin
Understand where you are in the cash conversion cycle
Analyze your businesses key performance metrics
Your organization is only as powerful as its people. No one knows this better than HR – which is why you trust the HR department to oversee employee satisfaction, engagement and recruiting. With CoralTree, you have the power to:
Customize recruitment process
Track time and attendance
Generate appraisal plans / surveys
CEOs want access to critical operations data ASAP, but they also want to steer clear of overloading the cultivators with requests. CoralTree provides a platform where CEOs are free to find answers to their own questions:
See the current status of cannabis operations
Track grow / manufacturing issues
Organize projects around your own processes
CMOs are experts at keeping a finger on the pulse of the marketing organization. They need to understand ROI on every dollar spent so that they can determine how best to allocate resources. CoralTree helps CEOs keep a close eye on marketing to:
See campaign performance by channel
CEOs want answers to the same questions sales leaders are asking: How are my reps performing? Which opportunities are being neglected? Too often, CEOs have no way to access that information without getting it directly from the head of sales. With CoralTree, CEOs can use the right metrics to:
See real-time performance metrics for reps
View deals that are predicted to close
Understand funnel dynamics and pipeline coverage
Monitor which sale reps aren’t meeting quota
Get answers with CoralTree apps.
Sales: Track your sales pipeline
Like pro athletes sales reps need to track their performance in order to improve. But do you know where in your sales circle you are losing customers? Now you can. With that knowledge you can analyze your leads to make informed decisions to increase your revenue.
Design reporting dashboards to get an overview of your business
Get real-time reports and flow charts to dig deeper into the data and share them with anyone
Customize your sales cycle by configuring sales stages that perfectly fit your sales approach
Finance: Profit & Loss
They say you aren't really making money until you're making money in your sleep. But what if you're losing money in your sleep? How do you even know? Wake up to fresh reporting and real-time forecasting.
Compare your current income statement to any previous period
Track gross profit margin and operating margin on a daily basis
Share access to your latest business numbers with your team and your accountants
Your biggest competitors are usually the slowest. With key financial data right at your fingertips, you'll be better-informed to make decision in less time - so you can always stay ahead of the competition.
Get direct access to key information with dynamic and customizable dashboard
Easily compare financial reports with previous periods
Seize opportunities with key insights into competitive advantages