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Achilles Analytics dashboard

KPI & plan-fact in CRM: is the plan on track — you see it every day

Sales plans by rep and team, actuals from the CRM and a traffic-light of progress. A KPI scorecard per employee: % of plan, conversion, losses, activity, sales cycle.

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Plans in money and units · Month, quarter, year · Team traffic-light

KPI in Achilles: metrics summary and scorecard for teams and reps with a traffic light

How it works

30-minute setup — then it runs itself

01
30-minute setup
Via the official API, no CRM rebuild. Time zone and fields are detected automatically; a specialist sets up the dashboards.
02
Refresh every 30 minutes
Fresh leads and calls in the dashboard every 30 minutes — no exports, no Excel.
03
The AI agent Achilles analyzes
Highlights anomalies and writes insights in words: alerts, warnings, wins.
04
You make decisions
10 minutes in the morning instead of three hours with spreadsheets on Friday.

Features

What the manager sees

Plans by rep and team
A plan in money and in leads, set monthly (quarter and year are the sum of months) — edited right in the dashboard.
Progress traffic-light
Green/yellow/red by % of plan: the team’s status is clear in 5 seconds.
KPI scorecard
For each: revenue, % of plan, sales, average check, conversion, % losses, activity, sales cycle — one row per person.
Pace to plan
Not “how much we did” but “will we make it by month-end” — based on current sales velocity.
Automatic plan-fact
Plan-fact by rep and team is calculated automatically — no spreadsheets at month-end.
Company summary
Total plan and actuals across all teams: 1,480,000 of 1,550,000 — 95%.

Interface

This is how it looks in Achilles

Summary: revenue, sales, average check, conversion, leads, losses, activity, sales cycle and chat response time with deltas vs the previous month
Summary: revenue, sales, average check, conversion, leads, losses, activity, sales cycle and chat response time with deltas vs the previous month
Scorecard: teams expand into reps, with a traffic light by % of plan, conversion and losses
Scorecard: teams expand into reps, with a traffic light by % of plan, conversion and losses
Sales Plans: plan vs actual for each rep with a completion traffic light
Sales Plans: plan vs actual for each rep with a completion traffic light
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Manager takeaway
“Miller is at 87% of plan — give 2 hot leads to close the month”

FAQ

Frequently asked questions

Where are plans set?
Right in Achilles: per rep in money and/or units, month by month; quarter and year are the sum of months.
What goes into “actuals”?
Won CRM leads for the period. Which statuses count as won we agree during onboarding.
Is the KPI module in every plan?
KPI and sales plans are included in Insight and above.

Try it on your data

7 days free — no card

30-minute setup. Request a demo — we will show Achilles on your numbers.

Get a demo on your data → Sign up yourself