To stay on top of your business, you must review all the corners of your business periodically, which at a top-level includes learning about current sales, comparing them against the sales plan, the pace it needs to achieve the current plan, deals, forecast, pipeline, and reps' performances. But it's time-consuming to use multiple applications and gather all of this data. Aviso AI Dashboard gives you a consolidated view of such business-critical data that tells you where your business stands and actionable insights with respect to sales forecasts, deals, pipelines, and reps’ performance in a given quarter. You can customize and view this data for any selected contact across geography, for a regional team, and for a global team as a whole. The Dashboard screen lets you view data segment-wise (total, new, upsell, and so on), customize the screen layout, and customize the formula for any section that best fits your requirements.

After you log in to Aviso AI, from the left side menu, click Dashboard to open the Dashboard screen. The following image shows what a Dashboard screen looks like.

 

Here are the sections you can view on the Dashboard screen:

This section gives you visibility into sales performance in the current quarter. The graph on the right-hand side shows the forecast to plan, and sales booked to plan values.

CURRENT SALES TEAM FORECAST

This section gives you a quick view of the following information separately:

• Sales quota and the remaining days to the end of the quarter.
• Most likely and related amount, and an indicator that shows whether you are on, below, or above the plan.
• Aviso forecast and related amount, and an indicator that shows whether you are on, below, or above the plan.
• Booked and related amount, and an indicator that shows whether you are on, below, or above the plan.
• Open pipeline and related amount, as well as an indicator that shows the coverage ratio.

WHAT’S CHANGED

This section provides visibility into the changes in your deal, forecast, booked, and pipeline values. You can view the changed data and compare it with the old data from last month, last quarter, last week, and data from the day before the present day. Each compared pair of values also shows the change in percentage with a green upward arrow or red downward arrow.

AI ADAPTIVE METRICS

This section gives real-time data on vital revenue health indicators to help you quickly assess risk and take corrective action. The AI ADAPTIVE METRICS help you address various important revenue-health-related questions through tabular data or graphical representation. Click a question in the AI ADAPTIVE METRICS to customize the AI Adaptive metrics to get the desired data about your revenue.

AE EFFICIENCY

The AE Efficiency section provides a comprehensive view of how effectively each Account Executive is driving revenue and progressing deals. It displays contact-level cards for both Enterprise and Mid Market with key performance indicators such as total revenue generated, average sales cycle time, adherence to the defined sales process, forecast commit accuracy, customer engagement levels, and CI Score. 

Together, these metrics help sales leaders evaluate execution quality, identify top performers, detect inefficiencies early, and coach AEs to improve deal velocity, forecast reliability, and overall sales effectiveness.
 

DEAL CHANGES

This section provides clear visibility into how the value of your active deals is evolving. It tracks changes in deal value and compares the current pipeline against key reference points—the beginning of the quarter, the beginning of the month, last week, and the previous day. By highlighting increases, decreases, and net movement in deal value, this view helps sales teams quickly understand pipeline momentum, identify value expansion or erosion, and take timely action to protect forecast accuracy and revenue outcomes.

DEAL CHANGE DETAILS

This section gives you visibility into details of the deal that was changed, such as a change in amount, forecast category, pipeline, and biggest movers. Click any deal name to open the deal section. 

To know more about the deal section, see the Deals screen. Click the deal in the SCORE column to see WinScore Explanations and the key factors that contributed to this change in the deal. You can click all the deals that you won by clicking the PULLED IN tab and all the deals that you lost by clicking the PUSHED OUT tab.

 

TOP DEALS

This section highlights the top 30 deals based on their alignment with Best Case, Commit, and Forecast criteria. It enables you to quickly identify the most impactful opportunities driving your pipeline and revenue outlook. By switching between Best Case Deals, Commit Deals, and In-Forecast Deals, you can review deals with the highest upside potential, the strongest likelihood to close, and those actively contributing to the forecast. This focused view helps sales leaders prioritize attention, validate forecast confidence, and take targeted actions to accelerate deal closure and reduce risk.

LEADERBOARD

The performance of sales reps is a vital component in any sales organization, and sales leaders often face challenges in monitoring it. Aviso LEADERBOARD on the Dashboard screen gives the sales leaders a 360-degree view of the performance of all the sales reps. Along with quota attainment, the LEADERBOARD also helps the sales leaders evaluate the performance from other important aspects, such as the amount committed against the amount forecasted, deal progression, maintaining CRM hygiene, conversational intelligence, and so on. Click any value from the Performance by list to review the performance of your sales reps in the respective areas.

The Leaderboard also lets you view all the associated deals, recordings, and activate a coaching room if required. Click the menu icon against any sales rep in the Leaderboard and click the following options to view deals, recordings, and activate the coaching room.

PIPELINE INSIGHTS

Pipeline Projections provide insights into the overall health of a sales pipeline using a structured evaluation framework. The Pipeline Health Pentagon assesses the pipeline's strength, ensuring optimal performance and meeting growth objectives.

Pipeline Health Pentagon

The Pipeline Health Pentagon consists of five key dimensions that determine the overall state of the pipeline. Each dimension is assessed on a scale of 1-5, with alerts triggered based on predefined thresholds. The five levels of the Pentagon are:

• Failing – Critical state requiring immediate intervention.
• Alert – At risk and requires urgent attention.
• Risk – Needs immediate improvement to prevent negative impact.
• Push – Requires additional effort to reach optimal levels.
• Optimal – Healthy pipeline with firm performance.

To know more about the Pipeline Insights, click here.

PIPELINE PULSE

The Pipeline Pulse Report provides daily visibility into how deals are moving across the sales pipeline, capturing dynamic changes such as new, expanded, pulled, killed, and shrunk deals. Unlike static pipeline snapshots, this report highlights day-over-day movements in both deal value and count, enabling sales leaders, managers, and reps to monitor pipeline health in real time. By surfacing risks and opportunities as they happen, Pipeline Pulse helps teams take faster corrective action, improve forecast accuracy, drive rep accountability, and reduce time spent on manual pipeline analysis—bringing Aviso on par with competitive tools that already offer daily deal movement insights.