Manager demo: team calendar and pipeline
The team’s calls, visits and follow-ups in one calendar, every customer of the zone, the pipeline from lead to order, and the zone’s figures month by month.
Back to One app for managing your teamVideo transcript
For managers, Tavalle turns day-to-day activity into a clear view of what needs attention.
Instead of searching across different tools, managers see upcoming calls, visits and follow-ups in one connected calendar.
Each follow-up opens the customer record: the full history, calls, visits, orders and invoices, and its documents, like the signed contract.
The pipeline shows every opportunity, from lead, to quote sent, to order. Orders keep their invoices together, so nothing gets lost between the deal and the payment.
Managers see the figures for their own zone: revenue against costs month by month, the result building up, and where supplier spend goes.
Underneath, the monthly detail and the VAT table show every invoice, cost and commission behind the result, ready to export.
And for services, the manager sees each rep’s renewals: renewed, ended, and those still to decide. Tavalle helps managers stay ahead of the work, and the opportunities.