Sales Activity Dashboard

The problem this kills

You can see closed revenue at month-end, but by then it's too late to change anything. What you can't see — week to week, rep to rep — is the effort that drives those numbers: who's making connected calls, who's booking meetings, who's quietly drifting. Closed deals are a lagging signal. Activity is the leading one.

So managers end up exporting a CRM report, wrestling it in a spreadsheet, manually comparing each rep to their target, and rebuilding the whole thing every Monday. Reps double-logged activities sync in twice and inflate the numbers. Nobody agrees on whether a "call" means a dial or a connected conversation. By the time a "dashboard" exists, it's stale and nobody trusts it.

This plan gives you a living dashboard that turns activity into something you can coach on — every week, automatically, with numbers the whole team trusts.

What you'll build

A private, login-protected dashboard for your sales team that:

• Imports an activity log (rep, activity type, date, outcome) and your activity targets per role and period.
• Computes activity vs target for every rep, plus trends over time so you can see momentum, not just a snapshot.
• Shows leaderboards by activity type — connected calls, emails, meetings booked, meetings held, opportunities created.
• Lets ops review and approve the targets and any data corrections or exclusions (like logged-but-invalid activities) before the numbers become the team's official scoreboard.
• De-duplicates synced activities by their activity ID so the same call never counts twice.
• Sends a weekly digest by email and exports a clean summary CSV in the columns your system expects.
• Respects row-level security so each rep sees their own detail, while managers and ops see everyone.

What's inside the Implementation Plan

• A copy-paste runbook you drop straight into Claude Code — no prior coding needed.
• It opens by interviewing you about your business — what counts as an activity (dials vs connected calls?), how your reps and roles are named, where your activity log lives, your typical and peak volumes, and your real approval rules. The tool is then tailored to your sales motion, not a generic template.
• Step-by-step build prompts, each one ready to paste, in the right order.
• A built-in "No API yet?" fallback: start from a Google Sheet or CSV export today, no CRM integration required, and get a clean CSV back out.
• A verification checklist so you know it actually works before you share it.

The governance it includes (this is the point)

This isn't a throwaway spreadsheet — it's built to be the team's official numbers, so it bakes in the controls that make people trust it:

• Login so only your team can open it.
• Row-level security so reps see only their own activity detail; managers and ops see the whole team.
• A complete audit trail — who changed a target, who excluded an activity, and exactly when.
• A human approval gate: the dashboard drafts the official view, but ops must review and approve the targets and any exclusions before it's published as the team's numbers.
• Duplicate guards keyed on the activity ID so a synced-twice call can never inflate a rep's count.

Who it's for

SDR and sales managers who want to coach on effort and consistency, not just closed revenue — and the ops people who keep the scoreboard honest. If you can export a spreadsheet from your CRM and answer a few questions about how your team works, you can build this.

You've got this — paste the first prompt and let the agent interview you.