Sales activity dashboard with AI insights for BDR teams
Build a live sales-activity dashboard backed by a CRM, so a sales team can see each rep's activity individually, rolled up to a team total, and as a trend/insights view over time. The goal is a single at-a-glance page that shows how the team is tracking against activity goals. Trigger it with an HTTP route: a webpage that people open in the browser, private to the tenant (only signed-in members of the org can reach it). No cron, email, or upstream trigger. Build it as three route steps: A dashboard webpage that loads instantly and fetches its data from the API steps below. Give it an Overview tab with a Day/Week/Month filter driving team roll-up gauges and per-rep cards (click a card to drill into that rep's detail — gauges, an activity trend, call-outcome breakdown, open opportunities), and a Trends & insights tab with weekly/monthly line charts for the whole team or any rep. Keep the team roster and per-gauge targets in an editable config file so they're easy to change. A data API that runs read-only queries against the CRM — pull the team's activity records and open deals, aggregate them into the metrics the dashboard needs (calls, emails, activities over various windows; historical time-series; call outcomes; meetings booked; deals created; open opportunities — per rep and summed across the team), and return them as JSON. Use Salesforce here — or whatever CRM your team runs on (HubSpot, Pipedrive, etc.). An insights API that takes the computed time-series and asks an AI model to write up what's working, key learnings, and where to focus. Use Anthropic's Claude here — or your preferred LLM provider. The workflow should be read-only — it only reads from the CRM and never writes anything back. Keep all routes private to the space/tenant. Tools used: Salesforce, Anthropic (Claude), React
What this prompt builds
This workflow builds a live sales-activity dashboard that pulls data from a CRM (Salesforce or similar) and displays each rep's activity, team roll-ups, and AI-generated insights in a single browser page. It replaces hard-to-build, fragile native CRM dashboards with a personalized, scalable view that shows activity trends, call outcomes, and open opportunities over time. The dashboard is read-only, private to the org, and helps sales leaders tell the story of why consistent activity drives results.
The problem
Sales and RevOps teams that rely on native CRM dashboards face painful constraints: dashboards are hard to build, hard to scale, and break regularly. More importantly, raw CRM data offers no insight — it doesn't tell the story of why reps are performing or what consistent activity leads to over time. BDR success depends on regular, process-driven activity, but standard reporting can't surface the patterns or narrative that motivate teams and justify the grind. This workflow solves that by building a live, browser-based sales-activity dashboard backed by your CRM that shows each rep's activity individually, rolled up to team totals, and as trends and AI-generated insights over time.
Solution and impact
The dashboard saves time, scales easily, and delivers personalized insights without the constraints of native CRM tools. Sales leaders get an at-a-glance view of how the team is tracking against activity goals — calls, emails, meetings booked, deals created, open opportunities — along with AI-written analysis of what's working, key learnings, and where to focus. By turning raw data into a compelling story about consistent effort and its outcomes, the workflow helps BDR teams trust the process and see the path to success.