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Dashboard
Interactive Sales Dashboard Builder
Give your sales floor a dynamic cockpit where they can slice pipeline health, coach deals, and refresh forecasts without leaving the browser.
Try this prompt
Draft a sales dashboard showing pipeline coverage, win rate by segment, and a ranked list of deals needing executive help this week.Creative Showcase
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Features Reps Actually Use
Pipeline Canvas
Drag tiles to reorder stages, highlight stalled deals, and surface next steps directly from CRM notes.Momentum Indicators
Heatmaps reveal whether meetings, emails, or demos are pacing ahead of goals for each rep.Forecast Pods
Snapshot commit, best case, and upside with weighted confidence plus AI commentary so leadership knows what changed.Natural Language Builder
Type “show me win rate by segment with a drill-down” and the system creates the widget instantly.Collaboration Layer
Leave comments, @mention teammates, and attach battlecards directly on the tile referencing a deal.Security & Governance
Granular permissions keep rep-level data private while exec views roll everything up.Sales Dashboard Best Practices
1. Lead with coverage
Show pipeline-to-quota ratio first so managers instantly see if a quarter is underfed.
2. Track seller actions, not just outcomes
Surface meetings booked, mutual action plans shared, and proposals sent to coach earlier in the cycle.
3. Keep filters intentional
Provide presets for segment, region, and product rather than endless ad-hoc filters that confuse reps.
4. Annotate major swings
When a mega-deal slips, tag the reason on the timeline so execs stop asking the same question.
5. Refresh right before standups
Schedule auto-sync 15 minutes before team calls so conversations stay grounded in the latest numbers.
Who Uses It
Sales Managers and Directors
Coach reps with live metrics and tie activities to quota attainment.
Business Development Representatives
Monitor outreach velocity and see which cadences convert fastest.
Revenue Operations Teams
Standardize reporting across regions without waiting on BI teams.
Small Business Owners
Keep an eye on bookings and follow-ups in a single, friendly view.