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Dashboard
Sales Dashboard Builder
Give reps, managers, and RevOps a unified view of pipeline, activity, and forecasts without exporting a single CSV.
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Build a sales dashboard with pipeline by stage, team leaderboard, and forecast vs. quota view.Orbit Dashcraft
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What you get
CRM autopilot
Sync Salesforce, HubSpot, or Pipedrive and watch fields populate instantly.Pipeline health
Visualize stage velocity, win rates, and stalled deals with simple heat maps.Rep scorecards
Compare activity, attainment, and forecast accuracy across the team.Forecast sandbox
Model best, likely, and commit scenarios and share them as read-only links.Usage tips
1. Surface leading indicators
Track meetings booked and new pipeline added so you can coach before the quarter slips.
2. Annotate big swings
Leave notes on any major deal push or lost whale to keep leadership aligned.
3. Share mini dashboards
Create one view for SDRs, another for AEs, and a high-level panel for executives.
4. Automate alerts
Send Slack pings when deals go 14 days idle or probabilities change drastically.
Teams who benefit
Sales managers
Coach reps with visibility into daily activities and stuck deals.
RevOps analysts
Spot process bottlenecks and keep forecasts honest.
Chief revenue officers
Walk into board meetings with answers, not guesses.