Live dashboards for pipeline value, stage flow, win rate, activity, deal health, and team performance — with drill-down to the single deal behind any number.
Join WaitlistEvery chart reads live from your actual deals, activities, and tasks — no exports, no stale copies, no mock data. And every aggregate can be unpacked: click through from any metric to the deals behind it, because a number you can't decompose is a number you can't defend.
Pipeline value, stage-by-stage flow, win rate with quarter-over-quarter change, average deal size — updating in real time as deals move, with drill-down to the underlying records.
Per-person deals, value, activity, and task discipline in one view — with a drill-down sheet replacing the Monday-morning spreadsheet ritual.
One screen to start the day: new matches, deadlines in the next 48 hours, delegated work, overdue items, portfolio KPIs, and your pinned reports.
Nine real stages with count, value, and conversion — plus six-month trend and weekly activity by type (emails, meetings, calls).
Average health across the pipeline and the top at-risk deals surfaced automatically — triage before the forecast call.
Per-rep performance joined across deals, interactions, and tasks, with drill-down to detail.
Every view switches between workspace, personal, and tenant scope — the same truth at every altitude.
Save report configurations and pin them to your cockpit — including tender market measures alongside deal metrics.
Dashboards subscribe to changes — when a deal moves, the numbers move, without a refresh.
Deals, activities, and tasks flow in as the team works — analytics require no extra data entry.
Dashboards compute from the live records and update in real time, at whichever scope you need.
Any aggregate opens into the deals and activities behind it — from the cockpit to the single record.
Directly from your live deal records, interactions, and tasks — computed on read and updated by real-time subscriptions. There is no export step, no snapshot lag, and no demo data mixed in.
Yes — that's the design principle. Aggregates decompose: the team view drills down per person, the health overview lists the actual at-risk deals, and cockpit tiles link to the underlying items.
No — it's pipeline and performance analytics built on your deal values. Invoiced-revenue, ARR, and commission reporting are the domain of your billing system; SalesDots tells you what's in the pipeline, how it's moving, and who's moving it.
A morning-briefing screen that assembles your day: new tender matches, deadlines within 48 hours, work delegated to you, overdue items, portfolio KPIs, and the reports you've pinned. One look instead of six tabs.
Every dashboard switches between workspace, personal, and tenant scope — a rep sees their book, a manager sees the team, leadership sees the whole tenant, all from the same live data.
Works best when combined with these modules
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