How to create sales dashboards with Pipefy’s AI? Well, before answering this question, it’s important to highlight that a detailed and real-time updated dashboard is essential for monitoring the performance of the sales team, identifying opportunities, and making strategic decisions more efficiently. This is because the platform can automate data collection and analysis to generate precise and instant insights. In this way, it will be possible to optimize the sales funnel and boost results.
So, in the following lines, you will see the steps to create your dashboard quickly and practically. Always following, of course, BPM (Business Process Management), BPA (Business Process Automation), and the workflow processes of your area. Check it out!
Why use Pipefy’s AI in sales dashboards?
- Real-time updates: AI keeps data always synchronized, eliminating the need for manual updates;
- Strategic insights generation: The system analyzes sales patterns and suggests optimizations to improve lead conversion;
- Process automation: AI reduces the operational workload of the sales team, allowing professionals to focus on customer relationships;
- Revenue forecasting: AI helps project future scenarios based on historical data and pipeline trends.
How to create sales dashboards with Pipefy’s AI: what to consider?
Step 1: Define the Essential KPIs
Before setting up the dashboard, it is crucial to select the main sales indicators (KPIs). Pipefy’s AI can suggest customized KPIs based on the sales team’s history. However, you can use, for example:
- Conversion rate: Percentage of leads closed compared to the total opportunities;
- Sales cycle: Average time to convert a lead into a customer;
- Average ticket: Average value of sales closed during the period;
- Performance by salesperson: Comparison of team productivity;
- Revenue forecast: Revenue estimate based on the pipeline.
Step 2: Create custom fields in Pipefy
To ensure the dashboard displays accurate data, set up smart fields within Pipefy. Good examples of use include:
- Lead status: “New, In negotiation, Closed – Won, Closed – Lost”;
- Closing probability: Automatically calculated by AI based on negotiation history;
- Expected closing date: Estimate adjusted by AI according to lead behavior;
- Lead source: To evaluate which channels bring in more customers.
Step 3: Create custom and automated reports
Pipefy AI allows the automatic extraction of custom reports to feed the dashboard:
- Go to “Reports” and click on “Create New Report”;
- Select the sales pipe to get the correct data;
- Choose relevant fields, such as lead status, responsible salesperson, proposal value, and closing date;
- Enable smart filters to segment data by period, customer category, and individual performance.
In the following link, you can find a step-by-step guide on how to create a custom report. If you prefer, check out the video below:
Step 4: Connect the dashboard to visualization tools
After creating the report in Pipefy, connect it to a dynamic dashboard. Some popular options include:
- Pipefy AI Dashboard: For internal analysis integrated into the system;
- Google Data Studio: For creating interactive charts and in-depth analysis;
- Power BI: For advanced dashboards with forecasts and detailed segmentations;
- Tableau: For analyzing large volumes of data.
Integrations can be done via Pipefy APIs or tools like Zapier.
Step 5: Set up automation with Pipefy’s AI
To ensure the sales dashboard is always updated in real-time, configure smart automations:
- AI-based rules: The system can automatically classify and prioritize leads;
- Alerts and notifications: Pipefy AI can send reminders about deals at risk of being lost;
- Predictive analysis: Suggestions for next steps for each lead based on conversion patterns.
Read more:
- Task Automation with AI: How to Create a Workflow
- Intelligent Process Automation: What It Is & How to Implement It
What are the benefits of a dashboard with Pipefy’s AI?
In the sales world, information without agility is a lost opportunity. A sales dashboard with AI turns scattered data into strategic insights.
Instead of dealing with static spreadsheets and outdated reports, your team accesses real-time dynamic insights, turning numbers into assertive decisions.
Check out some advantages you can achieve with Pipefy’s AI:
| Advantage | Description |
|---|---|
| Continuous monitoring | AI ensures that data is always up-to-date, avoiding manual errors and enabling decisions based on accurate information. |
| Sales funnel optimization | With automatic insights, the team can adjust strategies and identify friction points in the pipeline. |
| Improved sales performance | Analyzing salesperson performance allows for optimized training and setting more realistic goals. |
| Revenue predictability | With AI analyzing sales patterns, companies can project financial results with greater accuracy. |
| Increased team efficiency | Time spent on manual tasks is reduced, allowing salespeople to focus on customer relationships and lead conversion. |
Adopting an AI sales dashboard is not just about modernization – it’s an essential competitive advantage. With smart automation, revenue predictability, and continuous sales funnel optimization, your team can focus on what truly matters: converting more customers and driving business growth.
Want to take your sales operation to the next level? Explore the power of AI Agents now and discover how to turn data into real results.
