← All dashboards/Sales & RevOps

Your sales dashboard, customized to your business.

Pipeline, win rate, booked revenue, and quota coverage in one view, modeled from Salesforce and HubSpot in your warehouse, so the forecast you commit to ties back to the deals it came from.

See how to build one in Definite

What’s in a sales dashboard?

A sales dashboard is the single governed view of how the revenue engine is running: how much pipeline is open and being created, what share of deals you win, the booked revenue closing won, and whether open pipeline covers quota. The version worth committing a forecast to is modeled from the CRM in your warehouse, so the pipeline number on the screen is the pipeline number your reps are working.

Every week the same sales report gets rebuilt off a CRM export, and pipeline gets defined three different ways across the deck, the board update, and the rep's view. When stage, win rate, and coverage live in one definition modeled on Salesforce and HubSpot, the forecast and the pipeline review use the same number, and you catch a slipping quarter from the coverage ratio instead of from a missed month.

Who it’s forRevOps leads, sales ops, and founders who own the forecast and the pipeline review.

CadenceRefreshed daily; reviewed in the weekly pipeline review and at quarter-end forecast.

Built fromSalesforce, Hubspot

§ How it works

Describe your dashboard. Fi builds it.

Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.

You

My CRO wants the forecast tightened up. Show me open pipeline, win rate, and whether we're covered against quota, tied back to the deals in the CRM.

✦ Fi

Here's your sales dashboard, on your Salesforce and Hubspot data.

Here’s what’s in it

The top row leads with the 4 numbers that matter most: Open pipeline, Booked revenue, Win rate, Pipeline coverage. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (Booked revenue over time, New pipeline by owner) show how the headline numbers have moved over time. A breakdown (New pipeline by stage) splits the metric by dimension so you can see what's driving the total. A detail table (Win rate, deal size & cycle) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.

Illustrative data

Open pipeline

$10.13M▲ 20.1%

Data ▾

Period	Open Pipeline
Jan	$5.91M
Feb	$6.61M
Mar	$7.03M
Apr	$7.09M
May	$7.55M
Jun	$8.41M
Jul	$7.66M
Aug	$8.40M
Sep	$8.96M
Oct	$8.38M
Nov	$8.43M
Dec	$10.13M

Booked revenue

$1.20M▼ 7.9%

Data ▾

Period	Booked Revenue (Closed Won)
Jan	$665K
Feb	$843K
Mar	$872K
Apr	$1.08M
May	$951K
Jun	$1.13M
Jul	$1.03M
Aug	$920K
Sep	$1.01M
Oct	$972K
Nov	$1.30M
Dec	$1.20M

Win rate

49.5%▼ 20.0%

Data ▾

Period	Win Rate
Jan	44.5%
Feb	42.9%
Mar	48.3%
Apr	50.3%
May	49.0%
Jun	47.6%
Jul	49.0%
Aug	55.1%
Sep	59.1%
Oct	61.6%
Nov	61.9%
Dec	49.5%

Pipeline coverage

8.2×▲ 15.4%

Data ▾

Period	Pipeline Coverage
Jan	7.4×
Feb	7.9×
Mar	8.1×
Apr	7.9×
May	8.1×
Jun	8.6×
Jul	7.6×
Aug	8.0×
Sep	8.2×
Oct	7.4×
Nov	7.1×
Dec	8.2×

Booked revenue over time

Data ▾

Period	Booked Revenue (Closed Won)
Jan	$665K
Feb	$843K
Mar	$872K
Apr	$1.08M
May	$951K
Jun	$1.13M
Jul	$1.03M
Aug	$920K
Sep	$1.01M
Oct	$972K
Nov	$1.30M
Dec	$1.20M

New pipeline by stage

Data ▾

Stage	New Pipeline
Discovery	$673K
Evaluation	$1.03M
Proposal	$1.01M
Negotiation	$428K

New pipeline by owner

Data ▾

Period	New Pipeline
Jan	$2.02M
Feb	$2.34M
Mar	$2.28M
Apr	$2.09M
May	$2.37M
Jun	$2.73M
Jul	$2.67M
Aug	$2.52M
Sep	$2.64M
Oct	$2.44M
Nov	$2.63M
Dec	$3.14M

Win rate, deal size & cycle

Win Rate49.5%▼ 20.0%

Avg Deal Size$13K▲ 18.9%

Avg Sales Cycle (days)39▼ 11.2%

✦ Fi

Anything else I can do for you?

You

Why did win rate drop last month?Which rep is carrying coverage, and which is short of quota?Show me the deals behind the pipeline that slipped in March.What's booked revenue if the current win rate holds through quarter end?Break pipeline out by stage instead of owner.Trace this month's booked revenue back to the closed-won opportunities in Salesforce.Break win rate out by segment and flag any owner under 20%.Show me coverage against quota for next quarter, not just this one.Add average sales cycle and split it by deal size.

Schedule a demo →Start this conversation with your data →

First version in a dayFree to start, flat pricingNo infrastructure to set up

§ Why the numbers tie out

Every metric traces back to your systems

This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.

Salesforce

◆ DealOpen PipelineBooked Revenue (Closed Won)Win RatePipeline CoverageNew PipelineAvg Deal SizeAvg Sales Cycle (days)

◆ ActivityAvg Sales Cycle (days)

Hubspot

◆ DealOpen PipelineBooked Revenue (Closed Won)Win RatePipeline CoverageNew PipelineAvg Deal SizeAvg Sales Cycle (days)

Metric	What it measures	How it's calculated	Sources
Win Rate	The cleanest read on sales effectiveness: the share of decided deals you win, won divided by won-plus-lost.	Won Deals ÷ (Won Deals + Lost Deals)	Salesforce, Hubspot
Pipeline Coverage	The early-warning gauge on the forecast: how many times your open pipeline covers the quota you have to hit.	Open Pipeline ÷ Quota	Salesforce, Hubspot
Avg Deal Size	Booked revenue per closed-won deal, the lever between volume and value.	Booked Revenue (Closed Won) ÷ Won Deals	Salesforce, Hubspot

§ Then do something about it

Have our agent watch for you

A sales dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.

See how autonomous agents work →

Agents for this stack

Salesforce agent →

Hubspot agent →

Autonomous agent · watch churn

Watch

A metric you choose

net revenue churn

→

Judge

One condition

> 5% week-over-week

→

Act

One action

alert #revenue + open doc

◄──── then waits · cooldown 24h before it can act again ────

Scoped to a single metric and a single action. You arm it; you can disarm it anytime.

§ The data that powers it

Built from whatever you already run on

Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.

CRM15

Microsoft Dynamics Business Central

No warehouse to stand up or connect. See how the platform models your data →

§ Get started

Build your sales dashboard

From signup to a working dashboard in one sitting. No data team required.

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account →

Connect your sources

Stripe, your CRM, accounting. Definite syncs and models them automatically.

Decide your metrics

Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.

Ask Fi to build it

Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.

§ FAQ

Common questions

Usually because each tool counts a deal at a different moment. Salesforce reports pipeline by close date while your weekly view counts by stage entry; HubSpot booked revenue includes deals your finance team has not recognized yet. The reconciliation map above shows which CRM object each metric comes from, so there's one definition of pipeline and win rate, modeled in your warehouse instead of re-derived in a BI tool off a stale export.

Your CRM as the system of record for deals, stages, and owners (Salesforce and HubSpot). Definite syncs the CRM, models the deal pipeline into governed metrics, and ties booked revenue and coverage back to the opportunities that produced them. You don't stand up or connect a warehouse, because Definite is the warehouse.

The charts are the output, not the product. What makes the forecast trustworthy is the layer underneath: the CRM synced and modeled into one definition of pipeline, win rate, and coverage, so five people asking Fi the same question get the same number. The dashboard is evidence that the semantic layer is honed, not a prettier export.

It's a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. Win rate comes from won and lost deals, coverage from open pipeline over quota, each computed by the formula in the metric table, not pasted in. Connect your CRM and Fi builds the same view from your deals.

Tell Fi what you need, the way the prompt above reads. Fi models the metrics on your connected Salesforce and HubSpot, and you refine by asking follow-ups. No SQL or BI license required, which is the point when RevOps is the entire data team.