Walk into every customer meeting fully prepared

Name: Zero Admin Notes
Brand: Numerik

Sales managers: take note. Reps make better calls when they walk through the door with crystal-clear insight. Customer Dashboards simplify every piece of customer data your systems hold and present it in a format reps can use instantly.

Give reps the clarity they need to drive better outcomes.

Customer Dashboards bring together sales history, trends, gaps, benchmarks, and product mix into one clean, simplified view that reps can understand at a glance. Instead of digging through multiple systems, reps walk in knowing exactly what’s happening and where opportunities sit.

Bar chart showing revenue for product groups with brake disc pads leading at $5.96k, followed by air filters at $4.91k, oil filters $3.92k, timing belt kits $3.77k, spark plugs $2.33k, and oil range $2.24k, totaling $11k and 5% ahead of last year.

Customer Dashboards

A complete customer story in a format built for reps

No more digging through CRM fields or searching for old reports. Reps can review sales activity, trends, and product performance instantly. Get a complete picture of the account in seconds so every meeting starts strong.

Competitive Benchmarking

Spark meaningful conversations with data customers understand

Show customers how their buying patterns compare to similar businesses. Identify overbuying, underbuying, or emerging opportunities based on market behavior. These insights create natural, high-value discussions that build trust.

Bar chart showing biggest product movements in swing dollars with top five products increasing from $23.8k to $33.4k and bottom five products decreasing from -$9.55k to -$11.1k.

Gap Indicators

Spot exactly where customers are missing potential

Numerik highlights product and revenue gaps inside each account. Reps see what the customer isn't buying, what they should be buying, and where they sit relative to their peers. This creates instant opportunity for cross-selling, upselling, and value-driven conversations.

Customer-Facing View

Share insights directly in conversation without spreadsheets

Flip to a clean, customer-ready view that backs every recommendation with real data. Show trends, benchmarks, and opportunities in a polished, simple format that turns meetings into collaborative sessions.

Dashboard screen showing revenue this month as $0, latest sale on 19 Jul 2025, pending $0, total revenue $268k up 17 percent vs last year, purchased line items 30 down 41 percent vs last year, and insufficient sales for comparison message.

Unintrusive

Prep in seconds, not minutes, with a dashboard designed for field speed.

Familiar

Information is presented like a modern, visual summary reps instantly understand.

Empowering

Data-backed conversations lead to stronger relationships and bigger deals.

FAQs

Walk into every customer meeting fully prepared

Stronger customer conversations

Faster, more confident selling

Smarter coaching and planning

Unintrusive

Familiar

Empowering

Frequently Asked Questions

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