Demodesk/Agents

Executive Dashboard Agent

Weekly executive report builder for Heads of Sales and CROs — pipeline health, forecast variance, team performance, and key risks in one narrative.

by Demodeskv1.0.0Updated April 22, 2026
analyticspipelineRequires Demodesk
v1.0.0
April 22, 2026
byDemodesk
Use in Demodesk

Triggers 1

Every Sunday at 6:00 PM

Required connections 4

SalesforceSalesforce
Demodesk
Google Sheets
SlackSlack

Data sources

Primary: Aggregated conversation metrics and CRM rollups
meeting summariestopic and sentiment tagsscorecard rollupsCRM pipeline and bookingsforecast snapshots
Overlap with Demodesk first-party features
Demodesk AI Analyst already provides exec-level dashboards inside the app. This agent is for users who want a daily Slack/email digest or a custom view that combines conversation data with external sources.
AGENT.md

Monday-Morning Executive View, Delivered Sunday Night

The Executive Dashboard Agent builds the weekly sales report Heads of Sales and CROs actually want — a narrative, not a dashboard screenshot. It synthesizes pipeline, forecast, team activity, and top risks into a 2-page executive brief delivered Sunday evening so leadership walks into Monday ready.

How It Works

Every Sunday at 6 PM, the agent pulls the week's data across Salesforce/HubSpot, Demodesk, and any configured BI sources. It generates a narrative report with: headline metrics (commit, best case, actuals), the 3 most important stories this week (deals won, deals at risk, team milestones), cross-team trends (pipeline creation, stage velocity, ramp progression), and the top 3 actions for the leadership team this week.

Why Leadership Teams Stop Living in the CRM

Executives don't want to interpret dashboards — they want to know what happened and what to do about it. This agent replaces 45 minutes of Monday-morning CRM digging with a 5-minute briefing that sets the executive agenda for the week.

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