A real-time sales development performance dashboard for revenue ops and sales managers tracking SDR activity metrics, pipeline health, and quota attainment in Taskade.
What's Included
- SDR Activity Scorecard: Calls, emails, LinkedIn touches, and meetings booked per rep in a Table view with daily and weekly rollups
- Pipeline Health Dashboard: Open pipeline by stage, average deal value, and days-in-stage metrics surfaced in sortable views
- Pipeline Health Agent: AI agent reads the dashboard weekly and drafts the manager brief — who's on track, who's at risk, and which accounts need immediate attention
- Quota Attainment Tracker: Rep-level and team-level quota progress with pacing alerts for end-of-month pushes
- Meeting-to-Opportunity Conversion: Tracks which SDR's meetings convert to AE opportunities so best practices can be replicated
How To Use
- Clone this agent into your Taskade workspace
- Connect your CRM via automation triggers for daily activity and pipeline pulls
- Set quota targets and team structure in the scorecard
- Train the Pipeline Health Agent on your sales KPIs, rep benchmarks, and escalation thresholds
- Share the dashboard with the sales team so every rep sees their own pacing in real time
Managers spend 2 hours less per week on pipeline prep — the Pipeline Health Agent drafts the brief so the standup starts with decisions, not data. Browse more sales tools in the Community Gallery.