Revenue Qualification Dashboard
A public intake form that scores every lead out of 100 and sorts it into SQL, MQL, Nurture or Early stage, with the reasons behind each score. Your sales team gets lead review, a pipeline board, accounts, meetings, analytics and four working automations behind sign-in.
Revenue Qualification Dashboard is a Taskade app kit built from one prompt: 9 projects that remember, 6 AI agents that think, and 4 automations that run on their own.
Category: Forms
This Taskade Genesis app includes 9 projects, 6 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Deal Intelligence Analyst, Revenue Operations Analyst and Sales Development Representative. Its automations include Log opportunity stage changes, Closed won onboarding handoff and New lead review reminder.
by @taskade
What you can do with Revenue Qualification Dashboard
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Revenue Qualification Dashboard works
- Log opportunity stage changes: when an opportunity changes stage, then Record the stage change.
- Closed won onboarding handoff: when a deal is marked won, then Find an existing handoff and Create onboarding record.
- New lead review reminder: when a lead is added, then Flag the lead for review.
Built with Taskade Genesis
- Category: Forms
- AI agents: Deal Intelligence Analyst, Revenue Operations Analyst, Sales Development Representative
- Automations: Log opportunity stage changes, Closed won onboarding handoff, New lead review reminder
- Workspace: 9 projects, 6 AI agents, 4 automations