Your day, with your own data, right in front of you
From your next task to your personal target, from customer birthdays to leads you've missed — your day starts here.
How It Works
01
Your own data, your own screen.
The Business Cockpit shows you your own performance and your next tasks, not the company-wide picture; it never mixes with anyone else's data.
02
Birthdays are never forgotten.
Your customers' upcoming birthdays show up here; even if you forget, Planyum doesn't.
03
You see the lead you missed.
If you didn't call a lead in time, you see it right here in your own cockpit.
Tips
- Access: visible to users in the sales and viewer roles.
- Personal tracking: your next task and your target are here.
- Birthdays: customer birthdays are reminded automatically.