πŸ“ˆBuilt for Sales Teams

Sales Dashboards in Minutes, Not Days

Still tracking your pipeline in Excel? Convert your sales spreadsheet into a live, interactive dashboard.

Create Sales Dashboard Free

Sound Familiar?

😩Updating pipeline reports every Monday morning
😩Executives asking for data you do not have ready
😩Multiple Excel files with conflicting numbers
😩Hours spent formatting charts for meetings

What Your Sales Dashboard Will Include

πŸ“Š

Pipeline Visualization

See your entire pipeline at a glance with interactive funnel charts

🎯

Forecast Tracking

Real-time forecast vs. quota tracking for the whole team

πŸ‘₯

Team Performance

Leaderboards and individual rep metrics that update automatically

⚑

Deal Velocity

Track how fast deals move through your pipeline stages

πŸ“ˆ

Win/Loss Analysis

Understand why deals close or fall through

πŸ“ž

Activity Metrics

Calls, meetings, emailsβ€”all in one view

From Excel to Dashboard in 3 Steps

1

Export Your Sales Data

Export from your CRM or use your existing Excel tracking sheet

2

Upload to AgentUI

Drag and drop your file. AI detects pipeline stages, deal values, and dates

3

Get Your Dashboard

Instant sales dashboard with all the charts your team needs

Track the Metrics That Matter

Total pipeline value
Deals by stage
Average deal size
Win rate percentage
Sales cycle length
Revenue by rep
Quota attainment
Forecast accuracy
β€œ
We converted our monthly sales Excel report into an interactive dashboard in just 15 minutes. The AI understood our data structure perfectly!
J

Jennifer M.

Sales Operations Manager

Real-Time Updates

No more Monday morning report updates. Your dashboard stays current automatically.

Share with Leadership

Give executives instant access to pipeline dataβ€”no more ad-hoc requests.

Mobile Access

Check your numbers on the go. Dashboards work perfectly on any device.

Ready to Upgrade Your Sales Reporting?

Build Your Sales Dashboard Free

No credit card required. See your pipeline visualized in 15 minutes.