AI dashboards across all your company data
Visualize your structured and unstructured data through smart dashboards. Create, edit and share dashboards with your team.
- Visualize all your data in one place
- Combine structured and unstructured data in a single dashboard
- Leverage out-of-the-box dashboards for common use cases, such as Customer 360
- Create your own dashboards
- Share dashboards with your team
Your whole business, in one view
Dashboards let you visualize all your data, both structured and unstructured, from across your entire company. You can create your own and share them with your team, or use the dashboards provided out of the box.
- 01
All your data in one place
See figures from your CRM, finance, service and other systems side by side, for every team across the company.
- 02
Structured and unstructured, together
Show what your contracts, emails and cases say next to the numbers, such as a renewal's terms beside the revenue it covers.
- 03
Ready to use out of the box
Start from dashboards for common needs, such as Customer 360 for any account, with nothing to build first.
- 04
Create and edit your own
Build the dashboard a team needs, then change it as their questions change.
- 05
Shared with your team
Share each dashboard with the people who need it. Every viewer sees only the data their permissions allow.
- 06
From any figure to its source
Click through to the cases, invoices or contracts behind a number, and open the original document.
In the platform
An out-of-the-box Customer 360 dashboard, combining CRM, finance, service and contract data.
DashboardCustomer 360
CustomersCFContoso Financial- ARR
- $1.42M
- Renewal
- 5d
- notice by 2026-08-14
- Service index
- 90
- Engagement
- 28
- Open tickets
- 2
Open in Salesforce Owner · Jane Doe3 signalsRenewal in 5 days
Revenues
Billed by quarter, including professional services.
Service performance
- Reporting
- Portal access
- Billing
- Data feeds
Customer sentiment
Most recent cases
- p1Overnight data feed arrived late2026-10-06 · data feedsopen
- p2Quarterly report missing two accounts2026-10-05 · reportingresolved
- p4Portal permissions wrong for a regional team2026-10-02 · portal accessopen
- p2Invoice total doesn't match the order form2026-09-29 · billingresolved
Top opportunities
by value| Opportunity | Product | Value | Stage | Close |
|---|---|---|---|---|
| FY27 renewal | Advisor Platform | $1.37M | Negotiation | 2026-10-13 |
| Analytics expansion | Performance Analytics | $145k | Proposal | 2026-12-15 |
| Advisor Portal upgrade | Advisor Portal | $96k | Discovery | 2027-02-01 |
Invoices
| Invoice | Date | Amount | Paid |
|---|---|---|---|
| INV-80008 | 2026-07-01 | $342k | 69 days overdue |
| INV-80007 | 2026-04-01 | $342k | 160 days overdue |
| INV-80006 | 2026-01-01 | $380k | PAID |
| INV-80005 | 2025-10-01 | $356k | PAID |
| INV-80004 | 2025-07-01 | $342k | PAID |
Payment status
balance $684k| Days overdue | 0–30D | 30–60D | 60–90D | >90D |
|---|---|---|---|---|
| Balance | – | – | $342k | $342k |
| Invoices | – | – | 1 | 1 |
Key contracts
1 document| Document | Term | Annual value | Renewal terms | Open |
|---|---|---|---|---|
| MSAMaster services agreement | 2023-10-14 – 2026-10-13 | $1.42M | Renews automatically for 12-month periods unless either party gives notice at least 60 days before the term ends. | open document |
Illustrative product view with sample data.
How it works
- 1
Connect your data
Bring your structured and unstructured sources into the Enterprise Data Model.
- 2
Pick or create a dashboard
Start from an out-of-the-box dashboard such as Customer 360, or create your own.
- 3
Share it with your team
Share it with the people who need it, and source permissions carry through.
- 4
Go from figures to sources
Open the cases, invoices and documents behind any number.