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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, deal cycle.

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

KPI 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 deals 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 deals for a month, quarter or year — 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 deal, conversion, % losses, activity, deal 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

KPI summary: revenue, conversion, losses and deal cycle with deltas vs the previous period
KPI summary: revenue, conversion, losses and deal cycle with deltas vs the previous period
Scorecard with a traffic-light: teams and reps by % of plan, conversion and losses
Scorecard with a traffic-light: teams and reps by % of plan, conversion and losses
Sales plans: plan-fact with a traffic-light for a month, quarter or year
Sales plans: plan-fact with a traffic-light for a month, quarter or year
Team summary: progress to plan in money and in deals
Team summary: progress to plan in money and in deals
The plan for each employee is set right in the dashboard
The plan for each employee is set right in the dashboard
1 / 5
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, for a month, quarter or year.
What goes into “actuals”?
Won CRM deals for the period. Which statuses count as won we agree during onboarding.
Is the KPI module in every plan?
The full KPI module is included in the Standard plan; sales plans are 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