# Sales Analytics - AI Dashboards for Sales Teams | Gigacatalyst Canonical URL: https://gigacatalyst.com/solutions/sales-analytics # Sales Analytics Your sales team types a question in plain English and the AI builds a live dashboard with pipeline metrics, activity breakdowns, and interactive drill-downs. AI-first setup, and it works with the coding agent you already use (Claude Code, Codex, Cursor). [Talk to Founder](#contact) Backed by Y Combinator 60% Faster report creation 1,000+ Dashboards built daily 1 week Typical time to integrate ## Key Capabilities ### Real-Time Pipeline Metrics Track deals, stages, and conversion rates as they happen. No stale spreadsheets or manual exports. ### Activity Breakdowns See calls, emails, and meetings per rep. Filter by date, team, or territory instantly. ### One-Click Sharing Share any dashboard with your team or export as PDF for leadership reviews. No formatting needed. ## Sales teams are flying blind Most B2B SaaS companies rely on static reports that are already stale by the time they reach a sales manager's inbox. Reps waste hours pulling data instead of closing deals. Reports take days to build and are outdated on arrival Reps context-switch between CRM and spreadsheets Managers cannot drill into numbers without engineering help Custom dashboards require weeks of dev time ## How It Works 1 ### Connect your data Point Gigacatalyst at your CRM, database, or API. We handle schema detection and indexing automatically. 2 ### Users ask questions Sales reps type natural language queries like 'Show me pipeline by stage this quarter' and get a live chart in seconds. 3 ### Iterate and refine Users can add filters, change chart types, compare time periods, and drill into individual records with follow-up questions. 4 ### Save and share Pin dashboards to personal or team workspaces. Schedule email delivery or export as PDF with one click. ## The perfect dashboards, reports, and more for every customer ### An AI-first embedded builder that turns every customer question into the right dashboard, report, or workflow - Customers describe the dashboard, report, or action in their own words. - Every result uses your approved APIs, rules, and permissions. - The finished app appears inside your product, under your brand. Customer app builder Northstar Foods Live in your product Customer request “Show renewal risk by region and let each CSM assign a follow-up.” Dashboard Risk by region Workflow Assign follow-up Access CSM territory only Renewal command center Live customer data Share $192k ARR at risk 12 Accounts 8 Assigned West Central East ## Use the data stack your product already trusts Connect approved APIs, databases, and spreadsheet inputs. Keep your existing permission model and build with the coding agent already in your workflow. REST API Approved routes GraphQL Typed operations Database Postgres · MySQL Spreadsheet Excel · CSV Build with the coding agent your team already uses Claude Code · Codex · Cursor ## Why Teams Choose This ### Zero engineering overhead Your engineering team never gets a Jira ticket for a new sales report again. Users self-serve every dashboard they need. ### Always up to date Dashboards pull live data on every load. No batch jobs, no nightly syncs, no stale numbers in Monday standups. ### Embedded in your product The analytics experience lives inside your SaaS. Your customers never leave your app to get their answers. ### Enterprise-grade permissions Row-level security ensures each user only sees the data they are authorized to access. No accidental leaks. ## Built For Your Team ### Sales Managers Review pipeline health, forecast accuracy, and rep activity in real time without waiting for weekly reports. ### Account Executives Track personal quota attainment, deal velocity, and next steps without switching tools. ### Revenue Operations Build and distribute standardized reports across the entire go-to-market org in minutes. ### Customer Success Monitor account health scores, usage trends, and renewal risk from a single view. ### VP of Sales Get board-ready pipeline summaries and revenue projections on demand, not on someone else's schedule. ### Product Teams Ship an analytics feature your customers actually love without diverting roadmap resources. ## Explore More Solutions See how Gigacatalyst helps teams across your organization with AI-powered analytics and reporting. [### Financial Dashboards Real-time CapEx, budget, and forecast visibility for finance teams. Learn more →](/solutions/financial-dashboards)[### Report Builder Branded PDF and CSV reports your customers can generate on demand. Learn more →](/solutions/report-builder)[### All Dashboards & Analytics See the full AI-powered dashboards and analytics platform with all capabilities in one view. View product →](/dashboard-analytics-bi) ## Frequently Asked Questions Most teams are live within a week. We handle schema mapping, data indexing, and UI embedding. Your engineering team reviews the integration and we handle the rest. Yes. We integrate with Salesforce, HubSpot, Pipedrive, and any system with a REST API or direct database connection. Custom CRMs are supported through our universal connector. Absolutely. Row-level security is built in. You define the access rules and we enforce them on every query, so a rep only sees their own deals and a manager sees their team. Users can refine queries with follow-up questions. The AI learns from corrections and improves over time. You can also set up verified templates for common questions. Your data never leaves your infrastructure. We connect via read-only credentials and all queries run inside your environment. SOC 2 Type II compliant. ## Start building sales analytics in your product Run the setup prompt from your desktop repository. Your coding agent catalogs the APIs you approve and opens a ready-to-build workspace. Your APIs Your interface Your permissions [Talk to Founder](#contact) Install Gigacatalyst Choose your coding agent. Install Gigacatalyst in this codebase. Read https://giga-api.nmn.gl/api/v1/contact/self-serve-agent.md and follow the installation steps exactly. Do not change the existing product code. Before creating an account or sending anything outside this repo (the account-creation step in the linked instructions), tell me what you're about to send and to which URL, and wait for me to confirm. Stop when the workspace is ready on v2.gigacatalyst.com and you have my sign-in link, or sooner if something looks wrong. “ Gigacatalyst has been absolutely transformational to us, our customers, and the entire business. Over 1,000 UpKeep customers use it daily. Ryan Chan CEO, UpKeep · Series B · Y Combinator W17 ## Ready to make your product adapt? Company Website ### Talk to Founder Book a call and we'll walk you through how Gigacatalyst can work for your product. [Book a Call](https://cal.com/namanyayg/25m)