Templates
Get started with these ready to use templates.
Clone the template
Copy the Google Sheet file to your Google Drive
Follow the agent prompts to connect the sheet and set up authentication
Done!
Each of these templates can be customised on your data. If you connect a file with different fields, the agent will detect this and build the dashboard accordingly.
Sales Pipeline & Stage Conversion Dashboard
A sales analytics dashboard that pulls deal data from Google Sheets to surface conversion rates, win rates, cycle times, and stuck deal alerts by pipeline and owner - helping sales leaders identify bottlenecks and accelerate revenue.
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