T7 Solution builds custom sales dashboards with live KPIs, funnel analytics, rep leaderboards and an AI analyst — for reps, managers and execs each with their own view.
Standard CRM reports are chart libraries — 200 dashboards nobody opens twice. Leaders want a small set of KPIs, drill-downs when they want them, and an AI that answers 'why is win-rate down this month' in plain English.
We build role-based sales dashboards: rep view (my pipeline, my tasks, my leaderboard), manager view (team pipeline, coaching queue, forecast), exec view (revenue, conversion, cohort trends).
Every dashboard ships with alerts, morning digests and an AI analyst that queries your data and cites its answers.
Real-time metrics with WoW, MoM and YoY comparisons — no overnight ETL delays.
Stage-by-stage conversion, aging and drop-off with cohort splits by source, product and rep.
Configurable leaderboards with fair weighting — activity, pipeline created, revenue, ramp-adjusted.
Commit / best-case / pipeline split with per-rep confidence scoring.
Ask 'why is win-rate down this month' in natural language and get a cited answer from your data.
Threshold alerts to Slack/WhatsApp and scheduled morning digests to leadership inboxes.
Rep, manager, exec — each gets the metrics that drive their decisions, not the same dashboard.
LLM analyst queries your data and explains movements with citations — no hallucinated numbers.
Morning digests and Slack alerts — leaders don't have to remember to open a dashboard.
Metrics defined in dbt or SQL views — one definition, no dashboard-vs-dashboard mismatch.
Production AI modules we drop into your sales reports & dashboards build.
Production ML for forecasting, churn, risk and pricing — trained on your data.
Production-grade GPT, Claude, Gemini and open-source LLMs — grounded in your data.
AI-native automation that reads, decides and acts across your systems.
Multi-agent architectures that plan, use tools and complete complex tasks.
Yes — Snowflake, BigQuery, Redshift, Postgres. We prefer dbt-modelled metrics so definitions stay consistent.
No — it queries your DB via typed schemas and cites results. It refuses to answer when data is missing rather than guessing.
Yes — scheduled digests and threshold alerts can hit WhatsApp, Slack, email or SMS.
6–10 weeks for a scoped role-based dashboard set with 3–5 KPIs each, alerts and the AI analyst.
Talk to a senior AI consultant from T7 about your industry, workflow, or product idea. Free, no commitment — reply within one business day.
Compare the other CRM modules or explore where CRM meets AI.
Kanban pipelines, stage automation and honest forecasting
AI copilot, scoring, next-best-action and call summarisation for CRM
Every call, message, deal and doc — one timeline per customer
A copilot that drafts, researches and updates the CRM — so reps sell.
SKU-level forecasts that release working capital, not just improve MAPE.