AI for Sales Professionals
For sales people who want live numbers without learning to code.
Many sales teams still compile numbers by hand, and by the time the report lands the pipeline has moved. A dashboard fixes that, but explaining what to build and how to review it takes preparation. This deck lays out the steps for non-technical people.
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This is a ready-to-use, editable PowerPoint deck of 51 slides on building sales KPI dashboards with AI. It shows how to export CRM data, pick essential KPIs, build three dashboard templates and run daily and weekly reviews. It suits sales managers, sales operations and non-technical team leads.
It begins with the problem of manual compilation, then shows where the raw material lives. Chapter 2 explains CRM exports, with worked examples of exporting opportunity data and activity data. Chapter 3 introduces AI in the analytics chain, from data cleaning to pattern spotting, and profiles three commercial tools as examples.
Chapter 4 is a six-step build: define your goals, identify essential KPIs, gather and clean data, choose a dashboard tool, visualise, then implement and iterate. The KPI step uses a table of KPI, formula and benchmark, starting with quota attainment as (actual sales divided by target) times 100. Chapter 5 provides three templates: Pipeline Health, Rep Activity and Performance, and Revenue Forecast, each with a view and a purpose.
A prompt pack for AI dashboard builders covers lead scoring, forecasting and activity analysis. Chapter 6 turns the dashboard into a habit with a Daily Dashboard Review SOP, a Weekly Pipeline Health Check and an implementation checklist, followed by three case examples and your next steps.
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Present chapter 4 and let the team agree its first five KPIs and the data fields needed for each.
Adapt the weekly pipeline health check SOP as the standing agenda for your team call.
Work through the export examples and the KPI table to see what your own CRM can already tell you.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides and edit freely. Slide 22, defining your goals, is the place to begin.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
AI output should always be checked by a person before use.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of AI for Sales Professionals, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: AI for Prospect Research; AI-Powered Account Planning; LinkedIn Selling with AI; Cold Outreach Personalization at Scale; Follow-Up Email Frameworks; Objection Handling with AI; AI-Powered Sales Discovery Prep; Your AI Proposal Co-Pilot; AI-Generated Call Summaries.
Both. Chapters 5 and 6 present well in a pipeline or ops meeting, and chapters 2 to 4 work as a self-study build guide. AI output should always be checked by a person before use.
No. The export steps are described generally, and the dashboard step compares categories of tool, such as BI platforms and spreadsheets, so you can use what you already have.
Treat them as starting points. Your own sales cycle, deal size and market decide what a healthy number looks like, so adjust them with your team.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, such as one dashboard to build and a review date.
Bodhih Training delivers live corporate programmes on data-informed sales management and AI at work.
A complete workshop on the topic.
A complete workshop on the topic.
