Sales Dashboard: Your Whole Sales Picture on One Screen
Your whole sales picture on one screen, on your phone or your desktop.
The Sales Dashboard is the AI sales dashboard agent in the Ai1 platform by MyZone AI: ask for it and you get a link to one view of deals, pipeline and activity from your CRM and lead channels, beside your sales agents' work, with reps seeing their own pipeline and managers the team.
No more stitching the CRM, chat channels and reports together by hand.
Check it anywhere
Reps and managers can look at the pipeline from a phone between meetings.
Safe for your data
Your CRM is only read, and each person sees only their own view.
Meet your agent
Get to know Bataa
Bataa builds one sales dashboard, on phone or desktop, from your CRM, your lead channels and your sales agents' work. He likes big open skies and very clear numbers.
AI agent. Fictional persona; not a real person.
Bataa, the persona of the Sales Dashboard
Name
Bataa G.
Role
Sales Analytics Lead
Experience
10 years
Work history
Business intelligence analyst at a mining services company Reporting lead at a telecom retailer
Personality
Clear visuals, mobile-friendly thinking
Based in
Ulaanbaatar, Mongolia
Why Bataa has a personality
AI does better work as a specific expert, so the Sales Dashboard works as Bataa (Sales Analytics Lead, Ulaanbaatar, Mongolia). You can rename Bataa or change the personality, experience and profile settings at any time.
Ask for it in chat and get a link to the dashboard
What it shows
Deals, pipeline stages and activity, beside call reports, proposals and reply drafts
Any screen
Reads well on a phone and a desktop, in light and dark mode
Who sees what
Reps see their own pipeline, managers see the team; when unsure, the narrower view
Drill-downs
Ask about a figure and it breaks it down, within what you may see
What it never does
Change a CRM record: it only reads
Capabilities
What the Sales Dashboard does for you
Builds one combined view
Deals, pipeline stages and activity from your CRM and lead channels, side by side with call reports, proposals and reply drafts.
Works on any screen
The same dashboard reads well on a phone and on a desktop, in light and dark mode.
Shows the right view for each person
Reps see their own pipeline and managers see the team. When unsure, it shows the narrower view.
Drills into a number
Ask about a figure and it breaks it down, within what you are allowed to see.
Connects to your HubSpot
Connects to your HubSpot to read contacts, companies and deals, so your pipeline numbers come straight from the source. It only reads and never changes anything in your CRM.
How the Sales Dashboard differs from a standard CRM report
A standard CRM report shows deals, but the call reports, proposals and reply drafts live somewhere else. The Sales Dashboard puts them side by side with your pipeline and activity in one view that works on a phone. It only reads your CRM, never changes a record, and shows each person the view they should see: reps their own pipeline, managers the whole team.
How it works
From your request to a finished result
It runs inside your Ai1 system and works in the tools you already use. You ask, it works, it reports, and it stops for your OK where it matters.
Tap the diagram to enlarge it
Step 1: You ask
Ask for the dashboard or a refresh.
Step 2: Check your view
It works out whether you should see your own data or the team's.
Step 3: Gather
It reads your CRM, lead channels and your sales agents' output.
Step 4: Build and share
One dashboard for phone and desktop, returned as a link.
When to use it
Hand these situations to the Sales Dashboard
Illustrative photo. Ask for the sales dashboard and check the pipeline between meetings.
If this is you…
…here's what it does
You want a quick look at the pipeline
It shows the dashboard for your view.
The pipeline dropped this week
Ask why, and it drills into the numbers you are allowed to see.
A rep wants to see just their own deals
It shows their own pipeline only.
You are preparing a sales meeting
It refreshes the team view so everyone sees the same picture.
What you get
One sales dashboard for phone and desktop, in light and dark mode
A view matched to each person's access
Drill-downs on any number you ask about
A fresh link whenever you ask for a refresh
What it won't do
✕Change CRM records or keep the CRM in syncHandled by: CRM Synch
✕Answer product and pricing questionsHandled by: Sales Brain
Example: team sales dashboard and pipeline drill-down
Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended.
What it was asked: Show me the sales dashboard for the whole team, and tell me why the pipeline dropped this week.
Example report
Team dashboardWhy the pipeline droppedRep view on a phoneSales agents' work beside the deals
What it found: 3 findings, with the numbers
Open pipeline fell 14% in a week, from $503,000 to $432,000. One won deal took $36,000 out of the pipeline and two lost deals took $72,000; a value cut on one deal took $12,000; four new deals added $49,000.
Four open deals worth $61,000 have no logged activity for 14 days or more, and three of them belong to one rep. The dashboard flags them; the manager decides the follow-up.
This week the sales agents produced 6 call reports, 3 proposals and 14 reply drafts, each shown beside its deal; every reply draft waits for its rep to review and send.
Sales Dashboard combined deals, stages and logged activity from the CRM, notes from the team's lead channels, and the call reports, proposals and reply drafts from the other sales agents into one read-only dashboard for phone and desktop, then answered one drill-down question within the manager's view. Every figure is invented and no live account was read; no forecast or quota tracking is shown because the agent's guide does not claim them. Run date: .
Want a sales dashboard like this for your own pipeline? Book a Sales Dashboard walkthrough.
Every Ai1 agent works under human approval. Here is how the Sales Dashboard keeps you in control.
It only reads your CRM and never changes a record. Updating records stays with your team.
Reps see their own view and managers see the team. When unsure, it shows the narrower view.
Why teams choose Ai1
Part of Ai1, by MyZone AI
Trusted by leaders at Plastic Bank, Outback Team Building, RMG Advertising, Keeran Networks, and Titan Training Centre.
I love using the Ai1 platform to automate SMS communications with our students. Whenever someone signs up for a free trial at the gym, our AI agents quickly take over to help with bookings, and we've seen a significant jump in conversion rates as a result. Thank you, MyZone!
Ken TranOwner, Titan Training Centre
Your data, your server
Your data belongs to you, and it is stored on your own server.
Frequently asked questions about the Sales Dashboard
What should a sales pipeline dashboard show a small team?
Deals, pipeline stages and recent activity in one place, so nobody stitches the CRM, chat channels and reports together by hand. The Sales Dashboard also puts call reports, proposals and reply drafts from your sales agents beside each deal, and lets you drill into any number you ask about.
It works with the CRM built into Ai1, or your own CRM if it is connected when your sales agents are set up.
Can a CRM dashboard be safe to share with the whole sales team?
Yes, if it only reads the CRM and each person sees only their own view. The Sales Dashboard never changes a record, so updating deals stays with your team.
Reps see their own pipeline, not the whole team's numbers. Managers see the team, and when it is unsure it shows the narrower view.
Why does a mobile sales dashboard matter for reps and managers?
Because the pipeline gets checked between meetings, not just at a desk. The Sales Dashboard reads well on a phone and on a desktop, in light and dark mode, and gives you a fresh link whenever you ask for a refresh.
The Sales Dashboard is ready to use in Ai1 by MyZone AI.
About Ai1
Do I get just the Sales Dashboard, or the whole platform?
The whole platform. The Sales Dashboard is not sold on its own: every Ai1 agent, including this one, is included on Developer Pro and every Fully Managed option, with no per-agent charge. Developer Core includes the development agents. Compare plans →
Two paths, one platform. Build it yourself on a developer plan, or let our team run your AI operations for you. Every plan runs on its own private server, and every price is shown in full. See Ai1 pricing →
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