Commercial · Feature

AI sales: your revenue thermometer, with no spreadsheets and no end-of-month reports

Revenue, margins, top reps, and forecast — calculated live from the CRM, invoicing, and cash flow. The AI detects deviations before the month closes and tells you which opportunity to rescue first.

Beginner 7 min read ventasdashboardmétricasreportes
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Screenshot of the Sales module in Pilot Desk
In 30 seconds
  • It is a visual dashboard: bar charts, line charts and comparisons.
  • It shows you sales for the day, the week, the month and the year, with actual vs. projection.
  • The figures come from CRM (closed opportunities) and from Invoicing (confirmed collections).
  • You can segment by salesperson, product, client or category.

What is the Sales module?

It is the financial snapshot of your commercial side: how much came in, where from, who sold it and how it compares against previous months. It is one of the first screens you open in the morning if your role is commercial or if you run the business.

What you will see when you open it

  • Top: 3-4 large cards with the period's key numbers (total sold, change vs previous period, average ticket, number of sales).
  • Center: a bar or line chart with the daily/weekly/monthly evolution.
  • Right: salesperson ranking and top products.
  • Bottom: a detailed table with each sale of the period (filterable and exportable).

Filters and periods

In the top right you have the period selector: Today, This week, This month, This year, or Custom (you pick two dates).

Next to it are the filters by salesperson, by product/service, by client or by commercial category.

A real case

Example

Every Monday at 9:00 you open the Sales dashboard as a ritual.

  1. Period: 'Last week'.
  2. Total: ₡4,250,000, +12% versus the previous week. It went up.
  3. Salesperson ranking: Diego dropped 30%. A yellow flag.
  4. You click on Diego: the detail shows he had only 3 closes, all small.
  5. You talk with him in chat to understand what happened.

You spotted a problem without waiting for the end of the month. In 5 minutes.

Export to Excel or PDF

The detailed sales table (at the bottom) has an Export button. Choose Excel if you want to keep working the numbers, or PDF if it is to send to your accountant or board.

Where the numbers come from

How it connects: Sales (consumes)

CRMProposals that move to the 'Closed won' stage count as a sale with their amount and date. InvoicingWhen an invoice is marked as collected, its amount is reflected here. E-CommercePaid orders in your online store appear here automatically. Cash FlowYour sales are the raw material for projecting cash flow.

Tips

  • Set monthly goals with your team. The dashboard shows you progress against the goal.
  • Compare against the same month of the previous year, not just against last month — seasonality matters.
  • If a week was down, look at the dashboard before drawing conclusions. It could be a holiday, not a problem.
  • Export to Excel at the end of the month and archive that report. It is useful for audits.

If something does not work

If something fails

The numbers do not match my Excel.

Check: the CRM proposals must be in the 'Closed won' stage with the correct amount; the invoices must be marked as collected (not just issued).

A salesperson is missing from the ranking.

They probably have no sales attributed in the period. Proposals are attributed to the proposal's 'owner' in CRM.

Real use cases

Sales automation

Moves opportunities, drafts follow-ups, and warns you before you lose a deal.

AI customer service

Every conversation with a prospect is linked to the pipeline.

Integrations that power this feature

Connect Pilot with the tools your team already uses. The AI orchestrates between them without you switching screens.

HubSpotHubSpot SalesforceSalesforce PipedrivePipedrive MondayMonday OdooOdoo QuickBooksQuickBooks

Industries where it shines

Retail

Cómo Pilot ayuda al sector retail.

Professional services

Cómo Pilot ayuda al sector professional services.

Technology

Cómo Pilot ayuda al sector technology.

Manufacturing

Cómo Pilot ayuda al sector manufacturing.

Frequently asked questions

How is Pilot's report different from one built by hand in a spreadsheet?
The spreadsheet report is assembled manually on the first of the month with last month's data. Pilot's updates itself in real time, reads straight from the CRM and invoicing, and warns you the moment it detects a deviation from target. You build nothing — you open Pilot and it's there.
How does it calculate the month-end close forecast?
The AI uses your team's historical pace (last 12 months), the current pipeline, probabilities by stage, and seasonal behavior. It shows you a forecast range with a confidence interval, not a single number — that helps you decide whether you need to add more leads to the pipeline or close what you already have.
Does it detect when a rep is slipping?
Yes, but it shows you privately before raising a visible alert to the team. If a rep spends 3 weeks closing below their usual pace, Pilot tells you in private. You decide whether it's time to talk, whether they're on vacation, or whether something specific happened with their accounts.
Does it work with my external CRM (HubSpot/Salesforce/Monday)?
Yes. Pilot reads opportunities, stages, and amounts from your external CRM via API. It doesn't ask you to migrate — you add Pilot on top and start getting live reports the same day.
How much does it cost?
Pricing is tailored to the revenue volume to report and the number of users. Contact us for a custom proposal with discounts for LATAM teams.

When was the last time you saw your revenue live?

Book a 30-minute demo. We connect Pilot to your test CRM and invoicing and show you your sales pace calculating itself, without you ever opening a spreadsheet.

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