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Get a complete overview of your meeting schedule

Dashboard for scheduled meetings

Track calls, bookings, and results in real time. In the Eztablisher dashboard, you can see how work is progressing, which meetings are being booked, and access all the statistics you need.

Get to know Eztablisher

What's included in the Eztablisher dashboard

The customer portal provides you with a real-time overview of your scheduled meetings, sales activities, and KPIs. Eztablisher’s dashboard consists of data that shows you how work is progressing, how time is being used, and what results the meeting scheduling is yielding. The information is updated continuously, so you don’t have to wait for the next review or report.

  • KPI Overview: All key performance indicators in one place, sortable by date
  • Sales activities: calls, pitches, and real-time bookings
  • Sales Report & Activity Report: An ongoing report that requires no manual work
  • List of prospects and bookings: Each booked prospect listed individually

When a meeting is scheduled, the sales representative in charge can log in to see who the meeting is with, what came up during the conversation, and why the person agreed to the meeting. This ensures a better start to the meeting and reduces the need for internal handoffs. At the same time, the sales manager can track progress over time and see if we’re reaching the right target audience, how many meetings are being scheduled, and where there may be a need to adjust our approach. All information remains in the dashboard and can be accessed whenever needed.

What’s included in the Eztablisher dashboard

The dashboard provides you with a real-time overview of your scheduled meetings, sales activities, and KPIs. Eztablisher’s dashboard consists of data that shows you how work is progressing, how time is being used, and what results the meeting scheduling is yielding. The information is updated continuously, so you don’t have to wait for the next review or report.

When a meeting is scheduled, the sales representative in charge can log in to see who the meeting is with, what came up during the conversation, and why the person agreed to the meeting. This ensures a better start to the meeting and reduces the need for internal handoffs. At the same time, the sales manager can track progress over time and see if we’re reaching the right target audience, how many meetings are being scheduled, and where there may be a need to adjust our approach. All information remains in the dashboard and can be accessed whenever needed.

  • KPI Overview: All key performance indicators in one place, sortable by date
  • Sales activities: calls, pitches, and real-time bookings
  • Sales Report & Activity Report: An ongoing report that requires no manual work
  • List of prospects and bookings: Each booked prospect listed individually

Real-time KPIs and sales activities

All relevant KPIs are compiled into a clear overview and can be sorted by any time period. Track your sales activities from the first call to a scheduled meeting and onward through the pipeline.

Scheduled appointments and show rate

See how many meetings are scheduled and how many actually take place. By comparing different time periods, it’s easy to track trends and identify changes.

  • Number of scheduled meetings
  • Show rate over time

ICP match and accuracy

Track how well the scheduled meetings align with your ideal customer profile. You’ll see whether we’re reaching the right companies and decision-makers—not just how many we’re contacting.

  • Matching against your ICP
  • Target audience accuracy

Pipeline and business value

See what the scheduled meetings lead to after the handoff. When you track the pipeline value along with other KPIs, the results become easier to understand and evaluate.

  • Pipeline value from scheduled meetings
  • Results sorted by date

Full transparency

Real-time visibility—no waiting for monthly reports.

Measurable ROI on meeting scheduling.

Makes it easier for the sales team to set priorities and follow up.

Peace of mind and control for management.

Sales Report and Activity Report

The dashboard serves as an ongoing sales and activity report where all calls, pitches, and bookings are automatically compiled. You no longer have to compile figures manually and always have up-to-date data for reviews and decision-making.
Filter the results by any time period to track progress over time. The report can then be exported or shared with management and others who need insight into the work.

Detailed list of bookings and prospects

Each scheduled meeting is displayed separately, along with the information the salesperson needs before the meeting. Company, contact person, title, contact information, and a brief description are all gathered in one place.

The bookings form a searchable prospect list where you can quickly find the right person, go back to previous meetings, and see who is responsible for the next step.

Company Contact person Title Contact information Brief description
Company name First and last name Role at the company Phone and emailt Background and other relevant information from the booking

Frequently Asked Questions

Answers to the questions you usually have.