A sales KPI dashboard for AEs, SDRs, and sales leaders running B2B SaaS or enterprise pipelines in Taskade. Tracks pipeline value, win rate, sales-cycle length, rep activity, and ARR booked — live from Salesforce, HubSpot, or Outreach.
What's Included
- Pipeline Database: Table view with deals, stages, owners, value, and probability — synced from CRM
- Win-Rate Board: Board view where each rep is a column showing this-month win rate vs target
- Rep Coaching Agent: AI agent reads activity + win patterns and suggests coaching topics for each rep's 1:1
- At-Risk Deal Automation: When a deal stalls 14+ days in stage, the automation flags it in the VP Sales channel
- Weekly Pipeline Review: Auto-drafted Monday digest with deals to push, deals to disqualify, and quota progress
- Quota Tracker: Per-rep attainment with cohort comparison
Why This Template Wins
- Pipeline reality, not optimism: Salesforce integration writes the values; the agent flags optimism gaps
- Coaching topics surfaced: The agent reads call activity, win/loss patterns, and stage-progression — proposes specific coaching for each rep
- At-risk deals don't die quiet: Stalled-deal automation forces the manager-rep conversation while the deal can still move
How to Use
- Clone this template into your Taskade workspace
- Customize stages, quota, and territory definitions
- Connect Salesforce, HubSpot, Outreach
- Train the Rep Coaching Agent on your win/loss patterns
- Set up automation triggers for stalled-deal flags and Monday pipeline review
FAQ
Does this work for inbound and outbound teams?
Yes. Inbound emphasizes lead-response speed and conversion rate; outbound emphasizes activity volume and meeting-booked rate. The agent adapts its weekly review to whichever motion the team runs.
Can the agent forecast quarterly attainment?
Yes. The agent reads stage-progression history, current pipeline coverage, and rep-level conversion — projects attainment by rep with confidence intervals.
What plan supports a 25-rep sales org?
Pro ($10/mo annual) handles the team. Business ($25/mo) adds advanced forecast accuracy and cohort analytics.
CTA
Try this template free in Taskade. For Salesforce setup, see /learn/automation/automations-execution. Pair with the Sales Pipeline Templates. Browse sales apps in the Community Gallery.