Sales development dashboard

Although CRMs capture a lot of useful customer information, they often aren't designed in a way to streamline a sales development team's workflow. With Retool, you can build a sales development dashboard that makes it easy for reps to sift through leads and take actions like updating info, extending trials, and enriching lead information.

Industry

Software as a Service

End users

Marketing and Sales•Operations

Components

Button

Dropdown

Text Input

Table

Components

Build from a handful of drag-and-drop components

Tabbed Container allow reps to toggle between lead info, account info, and bulk update information within a single application.

Table display leads, accounts, and opportunities, and relevant info in a table.

Text provide context about leads and accounts and label inputs like notes.

Text Input use a text input field as a search functionality.

Button trigger actions like enriching lead info, extending trials, or adding notes to records in your CRM.

Dropdown change the status of a lead, opportunity, or account with dropdown selections.

Data source

To explore and update account records, you'll need to connect to data sources like Salesforce, Stripe, and your data warehouse — all possible with Retool.

1. Create resource

2. Read data

3. Connect data with UI

Related use cases

What you can build with Retool

Conversion funnel dashboard

Build a customer funnel dashboard to track aggregated conversion metrics and drill down to identify customers progressing through your conversion funnel.

Customer insights dashboard

Build a robust customer dashboard that acts as a centralized control center for business teams to view, edit, and configure customer accounts.

SLA dashboard

Hold your team accountable with visibility into support metrics like time to response.

From startups to Fortune 500s, the world's most effective teams use Retool to power their internal apps. Our customers

Adam Louie

Senior Director of Business Operations at LeadGenius

Retool has enabled us to completely remodel and refine our systems, which in turn has freed up valuable engineering resources equivalent to 2-3 full stack engineers.

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