Pipeline, forecast and quota, agreed before the Monday call.
Klayara reads Salesforce, HubSpot or your own CRM and joins it to billing, so sales leaders see pipeline coverage, forecast and win rates by rep and region — and every rep opens the same dashboard to find only their own territory.
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What sales teams ask every week.
A dashboard earns its place by answering these without anyone opening a spreadsheet.
- Do we have enough pipeline to hit this quarter's number?
- Which deals slipped since last week, and who owns them?
- What is our win rate by stage, and where do deals stall?
- Which reps are behind quota with 6 weeks left?
- How long does a deal take from first meeting to close, by segment?
- Did the bookings we reported actually get invoiced?
Dashboards sales teams run on.
Pipeline overview
Open pipeline by stage, owner and expected close, with coverage against quota.
Forecast vs quota
Committed, best case and pipeline against target by rep, team and region.
Win/loss analysis
Win rate by stage, segment and source, with lost reasons.
Rep leaderboard
Attainment, activity and average deal size, ranked.
Deal velocity
Days in each stage and stalled deals older than the norm.
Bookings to billing
Closed-won deals matched to invoices and payments.
What changes for sales teams.
One forecast, not five versions of it
Pipeline by stage, weighted forecast and quota attainment come from the CRM as it is now, not as it was on Friday. The number on the Monday call is the one in the system, and last week's pipeline is one click away for the comparison.
Each rep sees their own patch
Set a row-level rule on owner or territory once and every rep, manager and regional lead opens the same link to a different view. Nobody maintains twenty copies of the dashboard.
Bookings reconciled to billing
Relate closed deals to invoices from Stripe or the ledger and see what was booked, what was billed and what is still unpaid, by rep and by customer. Commission questions get shorter when both figures sit on the same row.
The pipeline review in the channel
Schedule the pipeline dashboard to Slack every Monday at 8am, or to WhatsApp for reps on the road. The review starts with everyone looking at the same page.
No migration. No new system to learn.
Klayara reads from the tools sales teams already use. Connect them, relate them once, and every dashboard draws on all of them together.
- Keep data live in your systems, or import for extra speed
- Spreadsheets sit alongside databases as equals
- A connector missing? Tell us — it goes on the build list
Templates sales teams start from
Can each rep see only their own deals?
Yes. A row-level permission on deal owner or territory applies to every dashboard, download and scheduled report automatically, so one dashboard serves the whole team.
Our CRM already has reports. What does a dashboard add?
CRM reports stop at the CRM. Klayara joins deals to billing, product usage and support, so you can see whether booked revenue was invoiced, which customers expanded and which are quietly at risk. How to build a sales dashboard walks through it.
Can we get the pipeline sent to Slack on Monday morning?
Yes. Schedule any dashboard to Slack, email, WhatsApp or Telegram at the time and timezone you choose.
We track quotas in a spreadsheet. Can they sit next to CRM data?
Yes. Connect the Google Sheet or Excel file with quotas by rep and quarter and Klayara charts attainment against it, updating as the sheet changes.
See Klayara on your sales data.
Bring the report you rebuild most often. We'll recreate it live from your own systems and set it to send itself.
Prefer to see plans first? See pricing