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Revenue Dashboard

Real-time insights across your sales pipeline

Total Pipeline

$2.4M

+12% from last month

Win Rate

68%

+5% from last month

Avg Deal Size

$42.5K

-3% from last month

Active Deals

47

8 in discovery

Pipeline Progress

Deal Stages

Recent Activity

User

John Miller updated ACME Corp deal

Moved to Negotiation stage • 2 hours ago

User

Lisa Chen scheduled call with TechStart

Discovery call • Tomorrow at 2:00 PM

User

Mike Johnson closed deal with GlobalTech

$85,000 deal value • 3 hours ago

Accounts

Manage and track all your customer accounts

LinkedIn

LinkedIn

Technology

Negotiation
Deal Value 25K
Close Date Mar 15
Last Activity 2 hours ago
Health Score 85%
Google

Google

Technology

Proposal
Deal Value $250K
Close Date Apr 1
Last Activity 1 day ago
Health Score 72%
Dropbox

Dropbox

Technology

Discovery
Deal Value $75K
Close Date May 30
Last Activity 3 days ago
Health Score 91%

Top Accounts Overview

Account Stage Value Last Activity Score Actions
ADP
ADP
Financial Services
Negotiation 80K 2 hours ago 88%
Upwork
Upwork
Marketplace
Proposal $95K 1 day ago 75%
Nasdaq
Nasdaq
Financial Services
Discovery $320K 3 days ago 92%

Calls

Analyze and review all sales conversations

Total Calls

247

+12% this week

Transcribed

247

100% success

Avg Duration

42 min

per call

Participants

1.2K

unique

Recent Calls

LinkedIn LinkedIn - Discovery Call

Discussed pricing objections and implementation timeline

42 min 3 participants 2 hours ago
Positive Pricing Discussion
95%
accuracy
Google Google - Demo Call

Product demo with technical team and decision makers

58 min 5 participants 5 hours ago
Engaged Technical Questions
98%
accuracy
Dropbox Dropbox - Follow-up

Follow-up on proposal and next steps discussion

25 min 2 participants 1 day ago
Neutral Next Steps
93%
accuracy
ADP ADP - Negotiation

Final negotiation session with procurement team

67 min 4 participants 2 days ago
Price Sensitive Legal Review
96%
accuracy

Call Analytics

Talk Time Ratio

60% Rep
40% Prospect

Top Keywords

pricing timeline implementation roi competitor

Sentiment Trend

68%
Positive
25%
Neutral
7%
Negative

Search Results

Semantic search across all transcripts

LinkedIn Call - 2 hours ago

"...pricing objections were raised regarding the enterprise plan..."

Google Call - 5 hours ago

"...the technical implementation timeline was discussed in detail..."

Dropbox Call - 1 day ago

"...competitor comparison with Box and OneDrive was mentioned..."

Coaching

AI-powered coaching insights and training recommendations

Team Avg Talk Time

42%

↓ 8% from last week

Discovery Questions

12.5

↑ 15% from last week

Objection Handling

87%

↑ 12% from last week

Deal Velocity

18 days

↑ 2 days from last week

Coaching Opportunities

Rep

Sarah Chen

3 opportunities

Over-talking in 67% of calls. Suggest active listening training.

Rep

Mike Rodriguez

2 opportunities

Missing budget qualification in discovery calls.

Rep

Lisa Park

1 opportunity

Consistent struggle with pricing objections. Recommend objection handling training.

Training Library

Perfect Discovery Questions

5-min video • 2.3K views

95% completion

Handling Pricing Objections

8-min video • 1.8K views

78% completion

Active Listening Techniques

6-min video • 2.1K views

89% completion

Upcoming Coaching Sessions

Sarah Chen - Active Listening Focus

Today at 2:00 PM • 30 min

Mike Rodriguez - Budget Qualification

Tomorrow at 3:30 PM • 45 min

Team Training - Objection Handling

Friday at 10:00 AM • 60 min

Top Performers

Top Performer

David Kim

87% win rate

Top Performer

Emma Wilson

82% win rate

Top Performer

James Liu

79% win rate

Best Practices

Discovery Framework

Used by 94% of top performers

Pricing Presentation

Improves close rate by 23%

Follow-up Sequence

Reduces sales cycle by 3 days

Insights

Voice of customer & competitive intelligence

Top Objections

Price too high 34%
Need more features 28%
Timing not right 22%

Competitive Mentions

Gong 45 mentions
Chorus 32 mentions
Clari 18 mentions

Feature Requests

Mobile app 12 requests
CRM sync 8 requests
Custom reports 6 requests

Sentiment Trends

Deal Risk Alerts

ADP Enterprise

No activity in 7 days

LinkedIn Renewal

Negative sentiment detected

Dropbox Expansion

Champion left company

Recent Customer Feedback

ADP

"The pricing model is more transparent than competitors"

ADP Enterprise • 2 days ago

Positive
LinkedIn

"Need better integration with our existing tools"

LinkedIn Sales • 1 day ago

Neutral

Integrations

Connect your entire revenue stack

Salesforce

Salesforce

Bi-directional sync with automatic field mapping

Connected
Slack

Slack

Auto-create deal rooms and push alerts

Connected
HubSpot

HubSpot

Sync contacts, deals, and activities

Not connected
Zoom

Zoom

Auto-record and transcribe meetings

Connected
Microsoft Teams

Microsoft Teams

Meeting recordings and transcripts

Not connected
Gmail

Gmail

Email sync and thread tracking

Connected

API & Webhooks

Build custom integrations with our REST API

Settings

AI Preferences

Enable live battle cards

CRM Sync

Next steps
Close date
Custom notes

Notifications

Deal risk alerts
Weekly summaries
Daily coaching tips

Data & Privacy