Revenue Operations
AI Revenue Intelligence
Connects marketing, sales and customer data to explain where revenue is won and lost.
Revenue Operations
AI Sales Intelligence Dashboard
Brings pipeline, activity and win-rate data into one dashboard you can question in plain language.
Pipeline, activity and win-rate numbers usually live in separate reports, and combining them takes someone half a day each week. This build brings them into one dashboard you can question in plain language, such as which stage is losing the most deals this quarter. Leaders get the same refreshed numbers every time, and alerts arrive in the channel your team already uses.
- Pipeline, activity and win rates in one refreshed view
- Plain-language answers about your own pipeline data
- Win-rate and activity alerts sent to your chosen channel
$4,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Sales Intelligence Dashboard pulls pipeline, activity and win-rate data into one place and answers plain-language questions about it, such as which stage is losing the most deals this quarter. It connects read-only to your CRM, email and calendar, and sends win-rate and activity alerts to your chosen channel.
Why businesses buy it
Every hour spent rebuilding the same report is an hour not spent selling or coaching. Worse, when each person pulls numbers differently, meetings turn into arguments about data instead of decisions. This build gives everyone one consistent, read-only view of pipeline, activity and win rates, and lets anyone ask a question in plain words instead of waiting for a new report. Decisions get faster and better informed. The data sources, metric definitions and alert rules are written into the scope before you order.
Problems this solves
Sales numbers sit in several tools and never quite line up
Pipeline, activity and win-rate data come together in one dashboard, connected read-only to your CRM, email and calendar. Everyone looks at the same figures from the same source.
Simple sales questions need an analyst and a long wait
Your team can ask plain-language questions, such as which stage is losing most deals this quarter. Up to 25 defined metrics or recurring questions are set up for answers on demand.
Drops in activity or win rate go unseen until quarter end
Win-rate and activity alerts go to your chosen channel, with up to five alerts in total. Managers hear when a measure moves the wrong way, not weeks later.
A good fit if
Your pipeline, activity and win-rate numbers currently live in separate reports, and building one combined view takes someone half a day each week.
You want to ask a plain-language question, such as which rep's deals stall longest at proposal, instead of building a new report every time.
You already keep pipeline and activity data in a CRM such as HubSpot, Salesforce, Zoho CRM or Pipedrive.
You want the same numbers your leadership team sees refreshed automatically, not rebuilt by hand before every pipeline review.
Not the right fit if
Your CRM data is inconsistent or full of duplicates, so any dashboard built on it will be wrong. See AI Revenue Operations Assistant first.
You only need deals flagged as stalling, at risk or slipping, not a dashboard you can question. See AI Pipeline Intelligence, the first step.
You want the system to score individual accounts and leads, not report on the pipeline as a whole. See AI Customer Scoring.
You want the dashboard to trigger action, such as drafted renewal or upsell outreach. See AI Renewal Agent or AI Upsell Agent.
You want marketing, sales and customer data connected to explain where revenue is won and lost. See AI Revenue Intelligence, the next step up.
How it works
- We connect read-only to your CRM and up to two other data sources, pulling pipeline, activity and win-rate data into one place.
- The up to twenty-five metrics you define, such as stage conversion or average deal age, are calculated and kept current on a refresh schedule.
- You can ask plain-language questions about the data, such as which segment is closing fastest this quarter, without writing a query yourself.
- The dashboard surfaces the answer alongside the underlying numbers, so anyone reading it can see how the answer was reached.
- Up to five alerts you configure flag changes worth knowing about immediately, such as a stage's conversion rate dropping sharply.
- We check every metric against three months of your own historical data before handoff, so the numbers match what your team already trusts.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Read-only access to each CRM or data source the dashboard is built from.
- Your definitions of the key metrics, such as what counts as a stalled deal or a qualified pipeline stage.
- At least three months of historical pipeline and activity data for testing.
- The report recipients and the channel you want the dashboard delivered to, whether that is email, Slack or a web view.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can approve the metric definitions before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and metric definitions agreed.
Weeks 1–2
Data connected and the metric calculations built.
Week 3
Plain-language question handling and alerts configured.
Weeks 3–4
Every metric checked against three months of historical data.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,500 |
| Express | 15–25 working days | $5,300 |
| Rush | 10–20 working days | $6,100 |
What you receive at handover
- AI Sales Intelligence Dashboard configured, with read-only connections to up to three sources
- Up to 25 defined metrics or recurring questions answered in plain language
- One dashboard or recurring report plus up to five win-rate and activity alerts
- A test report checked against three months of your historical data
- An admin guide, a recorded 60-minute handoff session and 30 days of support
Expected benefits and how to measure them
- Helps managers answer pipeline questions without waiting for a report
- Can catch dips in sales activity earlier
- Makes weekly sales meetings work from one shared set of numbers
- Time to answer a pipeline question
- Ask managers to log how long ad hoc questions took to answer before launch and after.
- Report requests to ops or analysts
- Count requests in your ticket system or team chat for the month before launch and the month after.
- Win-rate trend
- Track the dashboard's monthly win rate against your CRM report from the quarter before launch.
Before you start: List the recurring sales questions your team asks. Note roughly how long each one takes to answer today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running the dashboard costs roughly $20 to $150 a month, covering AI model usage and the hosting or scheduler that keeps it refreshed.
AI usage during the build and testing is billed to your own accounts, so every provider relationship stays yours. Nothing runs through us.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the dashboard matched to how you sell: monitoring, fixes and monthly change hours to add a metric or a new question type after a process change. It starts after the 30 days of support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A BI dashboard tool charges a per-seat monthly fee before you build anything | A data agency quotes after a discovery phase | Ours is one fixed price, shown before you buy |
| Scope | A BI dashboard tool leaves you to build every report yourself | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A BI dashboard tool is fast to log into but slow to configure well | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Asking questions | A BI dashboard tool needs a query written for each new question | An agency build depends on what was agreed | Ours answers plain-language questions directly |
| Data sources | A BI dashboard tool often needs a separate paid connector per system | An agency build depends on what was agreed | Ours reads up to three of your systems as part of the price |
Questions about this product
Can I really just ask it a question in plain English?
Yes. You can ask things like which stage is losing the most deals this quarter, and it answers using the metrics defined during intake, alongside the underlying numbers behind that answer. It does not invent an answer outside those defined metrics, so every figure traces back to real data.
How many data sources can it pull from?
Up to three read-only sources, most often a CRM plus a calendar or a marketing platform. Each connection is read-only, so nothing in your source systems changes because of the dashboard, and a fourth source can be added later as a scoped Change Quote if you need one.
How is this different from my CRM's built-in reports?
Your CRM's reports usually cover one system on its own. This combines up to three sources into one view and lets you ask a question directly, rather than building a new report each time leadership wants a different cut of the same underlying data.
What's the monthly cost of keeping the dashboard live?
Roughly $20 to $150 a month for AI model usage and the hosting or scheduler that keeps it refreshed, paid directly in your own accounts rather than through us. Monthly maintenance is optional if you want ongoing metric changes. Its change hours cover adding a metric or a new question type after a process change.
How long does delivery take?
The build follows a fixed schedule that starts once your data sources and metric definitions are confirmed. The exact date is shown on this page before you buy, along with express and rush options if you need it sooner. Data source access and your metric definitions are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
Can I add a new metric later?
Yes, within the two rounds of changes included in the build, and afterwards through monthly maintenance if you keep it. Adding a metric after a new reporting requirement is exactly what its monthly change hours are built to cover, without a separate project.
What if my CRM data has gaps?
Gaps are noted in the test report rather than silently ignored. If duplicate or badly structured data would undermine the dashboard, we tell you before the build starts, and AI Revenue Operations Assistant is built to clean that up first.
Who can see the dashboard?
Whoever you name at intake, delivered through the one channel you chose, such as a shared web view, Slack or a scheduled email report. Access follows your own systems' permissions rather than a separate login we manage, so it fits inside your existing security setup.
Stop rebuilding the same report every week.
Order AI Sales Intelligence Dashboard and get one pipeline view you can question in plain language, on a delivery date you see before you pay.
Works well with
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AI Revenue Operations Assistant
Enforces CRM stage rules and reports funnel conversion stage by stage, with ongoing data checks.
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Onboards partners, answers partner questions and tracks partner activity.