Dashboards / CRM & sales pipeline

Describe your dashboard. SluiceData builds it.

Tell the AI analyst what you need to understand. It connects your sources, defines the metrics, builds the dashboard — and proves every number back to source. One conversation, not a project.

You

I need one view of what the CRM is actually saying: open pipeline, win rate, average deal size, booked revenue, and how fast deals are moving through the stages.

SluiceData

Here's your CRM & sales-pipeline dashboard, built on your Salesforce and HubSpot data — in your own cloud. Here's what's in it, and how each number is proven ↓

revops_crm · your cloud Illustrative data

Open pipeline

$4.2M ▲ 8.3%

opportunities · stage=open

Win rate

28.4% ▲ 2.6%

won / (won + lost)

Avg deal size

$18.5K ▲ 4.1%

Σ won value / won count

Booked revenue (QTD)

$1.4M ▲ 12.0%

closed-won this quarter

Booked revenue over time

monthly · closed-won

Pipeline by stage

open deal value

Discovery$1.6M

Proposal$1.2M

Negotiation$0.9M

Verbal$0.5M

Stage velocity

Stage	Open deals	Value	Avg days in stage	Conversion	Status
Discovery	142	$1.6M	11 days	62%	healthy
Proposal	88	$1.2M	18 days	54%	healthy
Negotiation	51	$0.9M	27 days	48%	slowing

Here's what's in it — and how it's proven

Every number traces back to its source.

Other tools give you a reconciliation map. SluiceData goes further: click any KPI and see its formula → the exact compiled SQL → the source tables, and proof it reconciles. The AI planned it; deterministic code computed it.

metricWin rate = 28.4%

formulawon ÷ (won + lost), over deals closed in the period

compiled SQLSELECT COUNT(*) FILTER (WHERE stage='won') / NULLIF(COUNT(*) FILTER (WHERE stage IN ('won','lost')),0) FROM opportunities

sourcessalesforce.opportunities · stage + amount + close_date

reconciled✓ counts tie to the CRM's own closed-deal report

Anatomy

What belongs on a CRM dashboard.

Who uses it

Sales leaders and RevOps — the people forecasting the quarter and unsticking stalled deals.

Refresh

Daily, as deals move. A stage slowing or pipeline coverage dropping surfaces automatically.

How it's built

Describe it → the AI plans the metrics & joins → deterministic SQL compiles → it runs in your cloud → every number provable.

Describe the dashboard you need. Get it this week.

Connect your CRM and SluiceData builds your first governed, provable dashboard — in your own cloud.

Book a demo