LESS REPORT PREPARATION

Your sales report
shouldn’t take hours.

You need to understand the week, but first you have to piece it together. Valeron brings sales performance and call context into one workspace, giving your review a shared starting point.

Solo and Team start online. Calls are for custom Enterprise setup.

Your team’s performance in viewLIGHT MODE
84+12% 84%+8% 32%+6% 30$20K 17$8K 10$7K 6$5K $48,470.00$50,470.00$2,000.00 JLJamie LaneFull cycleCallsCash12$4K RCRiley CarterFull cycleCallsCash9$4.47K Jordan Reyes · Discovery callToday, 10:30 AMCompleted · 42 minTaylor Brooks · Follow-upToday, 9:00 AMCompleted · 28 min 37%33%10% 2:00 PMAlex Morgan · Strategy callCasey Closer · 45 min3:30 PMSam Parker · Product walkthroughDrew Dealmaker · 30 min
Valeron app · Illustrative demo data · Light mode

A few familiar names from the Valeron community

PayDAIScaled LLCiClosedCommasWhopHarvest

LOOK PAST THE SURFACE

The meeting starts before the report is ready.

Bookings live in one tool. Payments live in another. The explanation arrives in a message from a rep. Preparing the picture can become a job of its own.

01

Too many places to check

Moving between calendars, payment tools and call recordings makes a simple performance question harder to answer. Bring the relevant information into your sales workspace.

02

Different versions of the week

One person quotes booked calls. Another quotes attended calls. Set a reporting period and look at the underlying measures together before discussing the result.

03

Little time left to coach

When the review is spent assembling numbers, the conversations behind them get less attention. Keep performance and call context close enough to use in the same discussion.

THE TEAM VIEW

Open the review with the picture in front of you.

Use the manager summary to orient the conversation around your team and company cash. Bring activity, conversion and revenue into the discussion, then choose the area that needs a closer look. You can spend the meeting asking useful questions about the work.

  • A shared view of team performance
  • Collected cash alongside sales activity
  • Call insights for the next discussion
YOUR SALES FLOOR, CONNECTEDLIGHT MODE
84+12% 84%+8% 32%+6% 30$20K 17$8K 10$7K 6$5K $48,470.00$50,470.00$2,000.00 JLJamie LaneFull cycleCallsCash12$4K RCRiley CarterFull cycleCallsCash9$4.47K Jordan Reyes · Discovery callToday, 10:30 AMCompleted · 42 minTaylor Brooks · Follow-upToday, 9:00 AMCompleted · 28 min 37%33%10% 2:00 PMAlex Morgan · Strategy callCasey Closer · 45 min3:30 PMSam Parker · Product walkthroughDrew Dealmaker · 30 min
Valeron app · Illustrative demo data · Light mode
THE DETAIL BEHIND THE SUMMARY

Answer the follow-up without starting over.

When someone asks about a closer, a setter or a particular period, use the performance filters to focus the view. Review bookings, attended calls and close rates alongside cash. Keep the question specific enough that the team knows what you are assessing.

  • Filter by rep, role and date
  • Review setting and closing performance
  • See the measures behind the headline
THE NUMBERS BEHIND THE WORKLIGHT MODE
12101012USD 5,411.6783%450%60%USD 2,705.83USD 3,247.00USD 32,940.00USD 470.00USD 32,470.00
Valeron app · Illustrative demo data · Light mode

FROM CONTEXT TO ACTION

A clearer next step
for your sales floor.

01

Connect your working tools

Review your CRM, calendar, payment and recording setup with Valeron so you know which information is available in your workspace.

02

Set the scope of the review

Choose the reporting period and team view. Start with the summary, then narrow the performance view around your questions.

03

Turn the review into a decision

Use the numbers and relevant call context to agree on a coaching focus or an area to investigate with the team.

READY WHEN YOU ARE

Choose your plan.
Get started with Valeron.

Get Solo or Team online. For a custom rollout, check your fit for Enterprise setup.

FOR YOU

Solo

Your sales, call feedback and coaching in one personal workspace.

3-day free trial

Then $297/month

  • 1 seat included
  • Sales performance tracking
  • Post-call analysis and coaching
Start free trial

FOR YOUR TEAM

Team

A shared workspace for your sales floor, with five seats to get started.

$497

per month · 5 seats included

  • 5 seats included
  • Shared performance and call insights
  • Dedicated Slack channel
Choose Team

The 3-day Solo trial applies to monthly billing. Annual plans are billed yearly.

Need a custom rollout for your business? Discuss Enterprise setup

Tommy Condon
Tommy CondonValeron customer
“Our close rate went from the mid thirties to the high sixties in the first three weeks.”

One customer’s experience. Results vary.

BEFORE YOU TAKE A LOOK

A few things
worth knowing.

Start with the questions
your team is asking.

Does Valeron replace the tools we use?

Valeron connects sales information from CRM, scheduling, payment and recording tools. Your setup determines which sources and metrics are available for your team’s review.

Can I use it for our regular team meeting?

Yes. The summary and filtered performance views give you a starting point for reviewing a chosen period, role or rep.

Can I move from the numbers to call reviews?

Performance tracking and post-call intelligence sit in the same workspace. Use transcripts, summaries and objection insights to add context to your coaching discussion.

How do we get started?

Choose Solo or Team online. If your business needs a custom Enterprise rollout, start with the Enterprise fit check. The previews on this page contain illustrative demo data.

YOUR NEXT STEP

Give the review a better starting point.

Take a closer look at a workspace built to keep your sales performance and conversations together.

Choose Solo or Team online. Need custom Enterprise setup? Check your fit.