Get the dashboard by describing it
Revenue operations manager · Sales
Fabrikam’s forecast call is on Friday, and the RevOps manager needs a pipeline page on the board without laying out every chart by hand.
- In the command bar, type “add a KPI for open pipeline and a bar chart of deals by stage on a new Pipeline page”.
- Get the page built in under a minute.
- Ask APEX to retitle the chart.
- Ask for cross-filtering, so clicking a region narrows the win-rate chart.
- Build a page by asking
- Stop or undo any request
- One-click KPI rows and summary pages
- Works on the data your organization already has
19 board tools, up to five steps per request · production code, 30 Oct 2026
