You find out about a bad sales month after it's already over. Let's change that.

A live dashboard tracking the 7 KPIs that actually predict revenue, pulled automatically from your existing tools, with an AI layer that flags issues before they become a bad month.

EngagementFixed-scope implementationTimeline2-3 weeksFramework7 core sales KPIs + weekly review ritualAI LayerIncluded

Sound familiar?

You only find out revenue is down when the month is already closed and it's too late to act.
Reps report numbers manually in spreadsheets that are outdated the moment they're sent.
Nobody can say, on demand, what the real pipeline or conversion rate looks like this week.
Forecasts are guesses, because there's no live source of truth to forecast from.
The framework
7 core sales KPIs + weekly review ritual

We build a live dashboard tracking the 7 KPIs that actually predict revenue, pipeline value, conversion rate, average deal size, sales cycle length, and more, pulled automatically from your existing tools with an AI layer that flags issues before they become a bad month. Paired with a short weekly review ritual, so the numbers actually get looked at, not just built and forgotten.

Our process

1
Define your 7 core KPIs
2
Connect data sources
3
Build live dashboard
4
Set up weekly review ritual

What you get

Live sales KPI dashboard
7 core KPI definitions tailored to your business
Automated data connections
AI-flagged early warning alerts
Weekly review meeting template
Founder & manager training on the dashboard

What affects the cost?

Every engagement is scoped based on your specific situation, not a fixed menu price. We quote after a free discovery call, never before. These are the main things that shape the investment:

Number of existing data sources

Dashboards pulling from a CRM, spreadsheets, and WhatsApp all at once take longer to connect than a single clean source.

Level of AI automation wanted

Basic reporting versus AI-flagged anomaly detection changes build time.

Team size using the dashboard

More users and roles means more views and permission levels to configure.

The discovery call is free and comes with no obligation. We will tell you on the call whether this engagement is right for your situation, and give you a fixed quote before any work begins.

Frequently asked questions

A properly built dashboard pulls the numbers automatically from tools you already use, so no analyst is needed, just a short weekly look at numbers that are already there.

Pipeline value, conversion rate by stage, average deal size, sales cycle length, and rep-level activity are the core set that predicts revenue weeks in advance, not after the fact.

Yes. We connect whatever you're currently using, including spreadsheets, and can help you move to a cleaner system afterward if needed.

Ready to fix this?

Book a free, no-obligation discovery call and we'll tell you exactly what it will take.

Book a free discovery call