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.
