Describe your Pipeline & Revenue Attribution Dashboard.Your AI agent builds it in minutes.
CFO-facing dashboard connecting marketing spend to pipeline created, influenced revenue, and closed-won deals.
What the agent renders
Every view is live, editable, and connected to your real data.
Attribution is broken. Revenue impact stays invisible.
From prompt to live dashboard in under 10 minutes.
No SQL, no data engineering tickets, no waiting. Describe what you need — the agent does the rest.
Connect your stack
Authorize your data sources via OAuth — ad platforms, CRM, email, analytics. The agent gets live read access in minutes, no engineering required.
Describe the dashboard
Type what you need in plain English: "Pipeline & Revenue Attribution Dashboard, last 90 days, broken out by channel." The agent writes the queries, reconciles attribution across tools, and normalizes currencies.
Dashboard goes live
A fully interactive dashboard renders in your BI tool — Tableau, Looker, Power BI, or the Improvado UI. It refreshes automatically and stays current without re-prompting.
Great at answering questions. Not built to own a live dashboard.
| Claude / ChatGPT alone | Improvado AI Agent | |
|---|---|---|
| Data access | ✗ Manual CSV export | ✓ Live API connections |
| Data volume | ✗ ~25K row context limit | ✓ Unlimited warehouse queries |
| Output format | ✗ Text summary in chat | ✓ Interactive live dashboard |
| Auto-refresh | ✗ Re-prompt every session | ✓ Automatic, configurable schedule |
| Attribution model | ✗ None — trusts your CSVs | ✓ Cross-channel normalization built-in |
| Compliance | ✗ Data leaves your stack | ✓ SOC 2 · GDPR · HIPAA · your warehouse |
| Audit trail | ✗ No query log | ✓ Every query logged, replayable |
| Useful for exploration | Talk to an expert → |
Plugs into the stack your team already uses
Don't see yours? Explore all 1,000+ integrations →
Everything else you might ask
What data sources does this dashboard connect?
How long does it take to build this dashboard?
Can I customize attribution models and segments?
Other templates your agent can spin up
ABM Dashboard
Account-based marketing dashboard tracking engagement, pipeline influence, and deal velocity across target accounts.
View template →Amazon Performance Dashboard
All marketing performance data in one place for Amazon marketers.
View template →B2B Inbound Marketing Dashboard
Inbound marketing dashboard for executives and marketing departments of B2B companies.
View template →Ship your Pipeline & Revenue Attribution Dashboard this week.
Talk to an Improvado expert to see how the AI agent builds your dashboard from live CRM, ad platform, and marketing data. Get CFO-ready attribution insights without the engineering backlog.
Talk to an expert