Sales Brain (Playbook) value section in the Dashboard

The Dashboard now includes a "Sales Brain (Playbook) Value" section, giving you the financial view of your Sales Brain (Playbook)'s pipeline.

1. KPI cards

• Total Sales Brain (Playbook): combined value of open and won operations.
• Open Sales Brain (Playbook): value of currently open operations.
• Won Sales Brain (Playbook): value of operations won during the current calendar month (the card label shows which month).
• Average Ticket: the average deal value.

2. Table, bar chart, and scatter plot

• Table: one row per salesperson, with value broken down by pipeline stage.
• Bar chart: won deals by stage for the current month.
• Scatter plot: one point per salesperson — deal amount on one axis, total contacts on the other — with a tooltip showing that salesperson's status breakdown.

If there are no won deals this month, the relevant figures show 0 instead of an error. A salesperson with no operations doesn't appear in the scatter plot.

3. Exporting

Every table and chart can be exported to CSV individually. The same data is also available through the client API.

📸 Screenshot pending: the "Sales Brain (Playbook) Value" section in the Dashboard. Will be added once available.

Conclusion

You can now see, right from the Dashboard, what your Sales Brain (Playbook)'s pipeline is really worth and how it's distributed across your team.