What does the sales dashboard generator do?

It connects to your sales data, pulls pipeline, rep performance, call activity, and prospecting data, processes it in a Python sandbox, and renders a single interactive HTML dashboard. It can also email the dashboard or save it to Drive when you ask.

Which data sources does it use?

Salesforce for pipeline, deals, and rep activity, Gong for call volume and talk-to-listen ratios, and Apollo for prospecting and account enrichment. Gmail and Google Drive handle delivery, and a Python sandbox renders the final dashboard. All are connected when you click Use this agent.

Can it email the dashboard or save it to Drive?

Yes. Ask it to email the finished dashboard and it sends an HTML summary with the file, or ask it to save to Drive and it uploads the file and returns a shareable link.

Is the dashboard interactive and shareable?

Yes. The agent renders one self-contained HTML file with embedded charts and tables that works in light and dark mode and opens offline. You download it from the chat and can reopen or forward it anytime.

What happens if a data source is empty or not connected?

It degrades gracefully. If a Salesforce query returns no records it shows an empty state, if there are no calls in the window it omits that section and notes it, and it never fills gaps with made-up numbers.

Is my sales data safe?

Yes. The agent only reads the data you authorize, runs inside your Gumloop workspace, and shows only what your connected tools return. You control which tools are connected and what gets shared.

Sales Dashboard Generator

Build a shareable sales dashboard from a single chat

Name: Sales Dashboard Generator
Author: Gumloop

The sales dashboard generator pulls your pipeline, call activity, and prospecting data, then builds an interactive dashboard you can download, email, or save to Drive.

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Make it yours

Start with a working agent, then shape it to your team

The Sales Dashboard Generator comes set up with these apps, instructions, and prompts. Change any of them once it's in your workspace.

Apps it connects to

Salesforce
Gong
Apollo
Gmail
Google Drive

Instructions it follows

Insights over raw dataLead every dashboard with three to five key findings in plain English, not just charts and tables of numbers.
Never invent numbersOnly show what the connected tools actually return, with clean empty states when a source has no data.
Clean, professional designRender a responsive light and dark mode dashboard with a calm slate, blue, and green palette, never rainbow gradients.

Try asking

Generate a full sales pipeline dashboard from Salesforce showing open opportunities, stage breakdown, and close date forecast.
Build a rep performance dashboard showing each AE's deals, pipeline value, and win rate.
Create a dashboard showing call volume, talk-to-listen ratios, and activity trends for the last 30 days.
Build a complete sales dashboard combining pipeline, call activity, and prospecting data, then email it to me.
Create a sales performance dashboard and save it to my Google Drive.

Stop rebuilding the same sales report every week

Your pipeline, call activity, and prospecting, turned into one polished dashboard in a single chat, ready to download and share.

Without Gumloop

With Gumloop

Without vs. With Gumloop

Every pipeline review starts with exporting opportunities, pasting them into a spreadsheet, and rebuilding the same charts by hand.

The agent pulls your live pipeline and ships a finished, interactive dashboard in a single chat.

Your numbers live in three places: deals in the CRM, conversations in your call tool, and prospecting in another tab.

It combines pipeline, call activity, and prospecting into one dashboard, so the full picture sits on a single screen.

A screenshot of last week's dashboard dies in a Slack thread the moment someone needs a closer look.

You get a self-contained HTML file you can download, reopen offline, email, or save to Drive for anyone.

Static BI dashboards go stale the day after they are built, and nobody wants to maintain them.

Regenerate a current dashboard in one message whenever you need it, with no maintenance required.

What is the Sales Dashboard Generator?

The Gumloop sales dashboard generator turns your sales data into an interactive, self-contained dashboard. Connect Salesforce and it pulls your open pipeline, stage breakdown, rep performance, and close-date forecast, then renders a clean dashboard with KPI cards, charts, and an executive summary that explains what the numbers mean.

It is not limited to the CRM. The agent layers in call activity, like call volume and talk-to-listen ratios, and prospecting context, like enriched account and lead data, so pipeline sits next to the activity driving it. When a source is not connected, it degrades gracefully and notes the gap instead of inventing data.

The output is a single HTML file. KPI cards, a rep leaderboard, a pipeline-by-stage chart, deal velocity, and a top-deals table render in a responsive light or dark layout. Download it, reopen it offline, email it to your team, or save it to Drive for a shareable link, all from the same conversation.

What you can do with the Sales Dashboard Generator

Workflows the agent handles out of the box.

Live pipeline and forecast

Pulls open opportunities, stage breakdown, and close-date forecast straight from your CRM and turns them into KPI cards and charts.

Rep performance leaderboard

Ranks each rep by pipeline value, deal count, closed won, and win rate, so you can see who is carrying the number at a glance.

Call activity intelligence

Layers in call volume, talk-to-listen ratios, and activity trends so you can connect pipeline movement to the conversations behind it.

Prospecting funnel context

Adds enriched account and lead data next to your pipeline, so top-of-funnel coverage sits alongside the deals it feeds.

Email and Drive delivery

Ships a self-contained HTML dashboard you can download, email to stakeholders, or save to Drive as a shareable link in one step.

How to use the Sales Dashboard Generator

Get from landing page to live agent in a few clicks.

1
Click "Use this agent"
A preconfigured agent is created in your Gumloop workspace with the right tools and system prompt loaded, ready to build your first dashboard. Takes a few seconds.
2
Connect your tools
Authorize your CRM, call tool, and prospecting source so the agent reads your real numbers, plus email and Drive if you want to share. You only do this once.
3
Ask for a dashboard
Tell the agent what you want in chat, like a pipeline overview or a rep leaderboard. It pulls the data, renders the dashboard, and returns a downloadable HTML file you can email or save to Drive.

Sales Dashboard Generator use cases

Real workflows teams run with this agent.

Weekly pipeline reviews

Generate a current pipeline and forecast dashboard before every review instead of rebuilding charts in a spreadsheet by hand.

Rep performance check-ins

Build a leaderboard of pipeline, win rate, and activity per rep to ground one-on-ones in the same numbers every time.

Board and leadership updates

Hand leadership a polished, self-contained dashboard with hero stats and plain-language takeaways, not a raw CRM export.

End-of-quarter snapshots

Capture a dashboard at quarter close and save it to Drive, so you have a shareable record you can reopen anytime.

Why use Gumloop for the Sales Dashboard Generator

Only real numbers

The agent shows only what your connected tools return and uses clean empty states when a source is missing, so it never invents data.

Insights, not a data dump

Every dashboard opens with key findings in plain English, so readers get the takeaway before the tables.

A file you keep and share

The deliverable is a self-contained HTML dashboard you can download, reopen offline, email, or save to Drive, not a chat you screenshot.

Customize as you chat

Change the timeframe, focus on one rep or stage, add a source, or refine the design, all in the same conversation without code.