Describe your Revenue Dashboards for Comprehensive Sales & Marketing Insights.AI builds it from your live data.
Combine spend data with conversion analytics from your website to understand how your revenue varies from channel to channel.
Want me to add pipeline velocity or segment by product line?
What the agent renders
Every view is live, editable, and connected to your real data.
Revenue data scattered across platforms. Attribution breaks down.
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: "Revenue Dashboards for Comprehensive Sales & Marketing Insights, 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 can I connect to a revenue dashboard?
How long does it take to set up a revenue dashboard?
Can I customize revenue attribution models and segments?
Other templates your agent can spin up
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View template →B2B Inbound Marketing Dashboard
Inbound marketing dashboard for executives and marketing departments of B2B companies.
View template →Ship your Revenue Dashboards for Comprehensive Sales & Marketing Insights this week.
Talk to an Improvado expert and see how our AI agent builds dashboards from your live marketing and sales data. Get full revenue attribution up and running in days, not months.
Talk to an expert