Sales Pipeline Dashboard
See pipeline value, weighted value, win rate and deals by stage on one screen. Add a deal and every total updates.
Sales Pipeline Dashboard is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 1 automation that runs on its own.
Category: Dashboards
This Taskade Genesis app includes 3 projects, 1 AI agent, 1 automation. Preview it live, then clone it into your own workspace.
Its AI agents include Sales Intelligence Assistant. Its automations include New Deal Next Step.
1,659 installs
by @taskade
What you can do with Sales Pipeline 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 Sales Pipeline Dashboard works
- New Deal Next Step: when You run it on a row in Taskade, then Ask AI for the Next Step and Add the Next Step to the Deal.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Sales Intelligence Assistant
- Automations: New Deal Next Step
- Workspace: 3 projects, 1 AI agent, 1 automation