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    SplashBI
    SALES SOLUTIONS

    See Your Sales Engine in Real Time

    Live pipeline, activity, and revenue dashboards that update the moment your CRM does. No exports. No stale Mondays. Just the truth, as it happens.

    See it in actionTalk to sales
    SplashBI real-time sales dashboards

    Dashboards Your Team Will Actually Use

    Live CRM Connectivity

    Pipeline and activity numbers refresh in real time - no waiting on overnight reports.

    Role-Tailored Views

    Reps see their book, managers see their team, leaders see the org - without rebuilding the dashboard.

    Drill From KPI to Deal

    Click any number to land on the underlying opportunities, accounts, or activities.

    Stop Reporting on Last Week

    Sales moves daily, but most teams operate on last week's snapshot. SplashBI's real-time dashboards put the latest pipeline, activity, and revenue picture in front of every seller and leader, all the time.

    How fresh is the data your team makes decisions on?

    Do your reps see their own pipeline the same way you do?

    How long does it take to answer a question from a board member?

    Visibility That Moves the Number

    Pre-built sales dashboards covering pipeline, activity, conversion, and revenue - fully tailorable for your business and your CRM.

    Pipeline Snapshot

    Total pipeline by stage, segment, owner, and product - refreshed live.

    Conversion Funnels

    See stage-by-stage conversion across teams, with drill into individual deals.

    Activity Heatmaps

    Calls, emails, and meetings overlaid on pipeline coverage by rep.

    Quota Attainment

    Track attainment in real time against monthly, quarterly, and annual quotas.

    Bookings vs. Plan

    Compare bookings to plan and forecast in a single trendline.

    Team Leaderboards

    Healthy competition without the spreadsheet - auto-updated rep rankings.

    Slice by Anything

    Segment, geo, vertical, product line - slice dashboards without building new ones.

    Executive Roll-Ups

    One-page exec views with the KPIs that matter and the drill underneath.

    Velocity Metrics

    Deal velocity, cycle length, and stage duration tracked over time.

    Built on Live Data

    No data movement - dashboards run on live queries to your source systems.

    Role-Based Access

    Reps see their numbers; managers see their teams; everyone stays in scope.

    Embeddable Anywhere

    Drop dashboards into your CRM, intranet, or internal portals.

    FAQs

    Questions, answered

    Pipeline and activity numbers refresh in real time, no waiting on overnight reports, with dashboards that run on live queries to your source systems.

    Yes. Click any number to land on the underlying opportunities, accounts, or activities.

    Reps see their book, managers see their team, leaders see the org, without rebuilding the dashboard, with role-based access so reps see their numbers, managers see their teams, and everyone stays in scope.

    Yes. Drop dashboards into your CRM, intranet, or internal portals.

    Real-Time Data. Real-Time Decisions.

    Static reports made sense when sales was a quarterly motion. Today, every hour matters. SplashBI puts live pipeline, activity, and revenue dashboards in front of every seller and leader - so the right call gets made in the moment, not a week later.

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