Sales and CRM dashboards

Overview

Create dashboards from Aitane sales and CRM data through a conversation with AI. Combine KPIs, charts, rankings, and goals, then share them with yourself, a team, or the whole company.

When this helps

When you want an immediate view of sales and CRM performance without assembling data from spreadsheets and multiple screens.

Product UI

A dashboard combining goals, KPIs, charts, rankings, and deal tables.

This design is in development and may change before release.

How it works

1. Create dashboards from Aitane sales and CRM data through an AI conversation
2. Combine KPIs, charts, rankings, and goals around the question you need to answer
3. Share dashboards with an individual, team, or the entire company

What it looks like in practice

Tell AI what you need to see, then use a shared view of sales performance to support the team’s next decision.