We’re introducing a new CRM dashboard experience designed to help your team quickly identify where their attention can have the greatest impact.
Instead of starting the day by searching through customer lists, contracts, quotes, and historical activity, the dashboard brings key Ag Retail and Grain opportunities together in one place, helping staff understand who needs attention, why they rose to the top, and where to take action.
The new dashboard includes:
Pending Quotes
Quickly identify draft quotes that still need to be sent and customer quote requests waiting for a response, helping you book more sales.
Customer Follow-Up
Surface customers who may need attention based on how long it has been since your team last engaged with them, ensuring no customers, prospects, or opportunities slip through the cracks.
To-Arrive & Past Due Contracts
See upcoming and overdue grain deliveries by location and commodity so your team can anticipate contracts at risk of nonperformance and manage counterparty risk.
Input Sales Opportunities
Identify customers who historically purchase inputs from your business but have not yet booked their expected purchases, helping your team focus sales conversations where there may still be an opportunity.
Origination Opportunities
Identify customers who historically contract grain with your business but still have expected bushels uncontracted, helping your team focus origination efforts on the opportunities most likely to matter.
The goal is simple: spend less time figuring out where to focus and more time taking action.
With the new CRM dashboard, your team can spot opportunities, prioritize the day, and start acting on them—all in under 60 seconds.
Embedded CRM Reports are now fully released! All staff with CRM and reporting permissions can now unlock powerful, actionable insights directly within the CRM. These reports surface key insights on activities, demographics, crops, bins, and app usage metrics, providing individual staff with a deeper customer understanding and managers with a vital, high-level view across the business.
We’ve reorganized the menu to make finding your tools easier. Best of all, you can now pin and reorder your favorite features right at the top.
