Case Study: AI Sales Dashboard

Project: AI Sales Dashboard
Duration: 5 Months
Client: Mid-sized sales-driven organization, North America
Delivered By: GAGSTEK

The Problem

Sales leaders were relying on slow, manual Salesforce exports and static reports. As a result:

  • Decision-making lagged behind live sales activity

  • Pricing adjustments were reactive instead of strategic

  • Teams lacked a single, real-time view of performance

  • Media and campaign briefs took too long to prepare

The organization needed instant visibility and actionable intelligence, not more spreadsheets.

The Solution

Gagstek built a custom AI-powered sales dashboard designed for real-time decision-making.

Key Capabilities

  • Live sales pacing and performance metrics

  • AI-driven pricing recommendations based on current trends

  • Automated generation of media and sales briefs

  • Centralized dashboard replacing manual exports and reports

The system integrated directly with existing sales data, ensuring zero disruption to daily workflows.

The Result

  • Faster, more confident sales decisions

  • Reduced dependency on manual reporting

  • Improved response times across teams

  • More consistent and strategic pricing actions

  • Clear visibility for leadership and execution teams alike

The dashboard became a daily operational tool, not just a reporting layer.

Client Testimonial

“Before this, we were always reacting a day or two late because our data wasn’t live. The dashboard changed that completely. Everything we need is now visible in one place, and the AI insights actually help guide decisions instead of just showing numbers. It’s made our sales planning far more practical.”