Real-time Sales Dashboard Automation

  • Description: Automatically update and maintain a real-time dashboard that displays sales metrics, leads status, and team performance.

  • Scenario:

    • Trigger: New sales data entry or update in CRM.

    • Data Aggregation: Compile data from multiple sales platforms and CRM.

    • Dashboard Update: Refresh the visual dashboard in real-time with updated metrics.

    • Notifications: Send alerts on hitting key performance indicators (KPIs) or concerning trends.

  • Value: Provides immediate visibility into sales activities, enabling rapid response to opportunities or issues.