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Dashboard
AI-Powered Sales Dashboard Builder
Pair pipeline data with AI insights so revenue leaders know which deals deserve attention and which reps need coaching.
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Display Q3 pipeline by stage, AI risk flags, quota attainment per rep, and forecasted ARR with upside/downside ranges.What’s Inside
Pipeline Story Arcs
Track stage-by-stage conversion, average deal age, and weighted value with AI annotations.Risk Flags
Surface stalled deals, multithreading gaps, or silent prospects using machine-learned patterns.Quota Tracker
Monitor attainment per rep, pod, or region and forecast end-of-quarter results.Enablement Library
Attach call snippets or win stories next to deals that need attention.Revenue Intelligence
Blend bookings with finance actuals to avoid blind spots between ARR and cash.Auto-Summaries
Send AI-written weekly digests to execs highlighting wins, risks, and asks.Sales Dashboard Best Practices
1. Mirror Your Forecast Call
Structure the dashboard to match the topics discussed in forecast reviews.
2. Separate New vs. Expansion
KPIs behave differently, so visualize them on different tiles.
3. Highlight Coachable Moments
Use AI notes to flag deals missing next steps so managers can intervene.
4. Align with Finance
Show GAAP or cash adjustments so there’s no mismatch at quarter close.
5. Include Leading Indicators
Meetings booked, proposal volume, and email reply rates forecast future bookings.
6. Keep Histories
Archive each quarter’s dashboard to analyze seasonality and goal accuracy.
Great For
Sales Leaders
Manage forecast calls with evidence, not anecdotes.
Revenue Ops
Blend CRM hygiene metrics with enablement data.
Account Executives
See personal attainment and deal health at a glance.
Finance Partners
Validate pipeline against bookings and invoices.