Sales and CRM dashboards

A sales performance dashboard, ready from the start

Open "Dashboards" in the sidebar to find a default sales performance dashboard. It shows cards for revenue won, open pipeline, meeting count and deals won, together with revenue won by owner, win rate, pipeline by stage, and the top deals in the pipeline.

• The "Sales performance ranking" section at the bottom compares results per owner with tabs for revenue, meetings, growth and deals. It is aggregated across the company
• Everyone in the workspace can view the default dashboard, and admins can edit it. Its sharing settings cannot be changed and it cannot be deleted

Creating your own dashboard

Use "+" to create a new dashboard. Choose "KPI dashboard" to start with the same widgets as the default (the "Sales performance ranking" appears only on the default dashboard), "Start from blank" to start empty, or describe what you want in the AI box. Admins and members can create dashboards.

• A new dashboard opens in edit mode and is published when you save. If you cancel before saving, the dashboard is not kept
• A dashboard you create is visible only to you until you share it

Widgets and metrics

In edit mode, choose "Add widget", pick a metric, then pick a format: Card, Vertical bar, Horizontal bar, Table or Donut. There are 20 metrics across sales and pipeline, activity, data quality, process efficiency and more, and each metric has a fixed set of formats it can use.

• A dashboard can hold up to 12 widgets. Drag to rearrange them and use the bottom-right handle to resize
• You can also add a widget that shows progress toward a goal you have already created
• From a widget's menu you can change the metric it shows (its data source) or delete it. Widgets created from a goal can only be deleted
• Metrics are calculated from deals, meetings, sent emails, scheduled follow-up emails and business card scans. Custom object data is not included

Creating and editing with AI

Type something like "Show this month's revenue won and meeting count, and revenue won by owner" into the box on the creation screen, and the AI picks the metrics and formats and builds the dashboard. Afterwards, use the round Aitane logo button ("Ask Aitane to edit") at the bottom right to add, change or remove widgets in plain language.

• Changes made by the AI go into the draft. Review them and save to publish
• Widgets created or changed by the AI are marked "AI generated"
• This chat is only for creating and editing dashboards. It does not analyse data or answer questions, set size or position, or set goals

Goals and progress

Set a goal on a metric such as revenue won or meeting count, and the banner at the top of the dashboard shows the actual value and the goal, progress, the gap, days remaining and the required pace per day. A goal applies to an individual, a team or the whole company, for this week, this month, the quarter, the year or a custom period.

• Admins can add and edit goals
• When there are several goals, switch between them inside the banner
• The period cannot be changed after creation. Year means the fiscal year set for the workspace

Switching period and scope

Use "My / Team / Company" in the header to switch between your own figures, your teams and the whole company, and "This week / This month / Quarter / Year / Custom" to change the period. The widgets update together.

• Team is available to members who belong to a team. Admins create teams on the Members screen in Settings
• Win rate is calculated over the last 90 days and is not affected by the period switch
• For metrics that describe a point-in-time state, such as pipeline, past values and period-over-period changes come from a daily record. Periods without a record show a dash

Sharing, duplicating and deleting

Choose "Share" from the header menu, set general access to "Restricted", "Team" or "Everyone in the workspace", and decide between viewing and editing. Members can also be invited individually with edit or view-only access.

• The owner can change sharing settings. "Copy link" copies the URL of the dashboard
• Right-click a tab to rename or duplicate a dashboard. A duplicate keeps the widgets, goals and general access setting
• The owner can delete a dashboard

Not supported at the moment

Scheduled report delivery (email, Slack and so on) and export to PDF or CSV are not supported. Filters on individual widgets are not supported either.

How it works

1. Check revenue, pipeline, meeting counts and more on the ready-made sales performance dashboard
2. Build your own dashboard by picking metrics and adding widgets, or by telling the AI what you want
3. Set goals and share the dashboard privately, with a team, or with everyone in the workspace

What it looks like in practice

Your team looks at the same metrics, sees the gap to each goal and the pace required, and uses them for the next decision.