Sales insight dashboard with AI-grouped lost reasons
Win rate, time to close and why deals are lost, in one dashboard with a weekly summary.
You probably know your revenue, but do you know your win rate, how long deals take, and why you lose them? This dashboard pulls the numbers from your CRM or quoting tool into Looker Studio, groups the written lost reasons with AI into clear themes, and sends a short weekly summary in plain language. Every number links to the deals behind it, so it's easy to check. It's quick to set up and shows where the next automation will pay off.
Time saved
2 hours per week
Sales numbers gathered by hand
Delivery
From 7 days
Works with
Ideal for
What you get
- Working automation in your own accounts
- Documentation
- Video walkthrough
- Run log, error alerts and a monthly report
- One week of close monitoring after go-live
When this counts as working
You tick these off at delivery. If a test still fails after one free fix, you get your money back.
- 1When A week ends, then Your weekly summary with win rate and top lost reasons arrives on Monday before 9:00
- 2When A deal is closed in your CRM, then The dashboard shows it within 1 day
- 3When You open the dashboard, then Every number links to the deals behind it
Packages
| What you get | Basic€ 950incl. VAT | Standard€ 1.450incl. VAT | Premium€ 2.050incl. VAT |
|---|---|---|---|
| Delivery | 7 days | 11 days | 15 days |
| Revisions | 1 | 2 | 3 |
| Win rate and time to close | |||
| Lost reasons grouped by AI | |||
| Weekly summary by email | |||
| Per salesperson or region | — | ||
| Quote value forecast | — | — |
Before you order
Where it runs
In your own Make or n8n account, connected to your tools
What you provide
Admin access to the quoting tool, API key, Make.com account
Costs after delivery
Usually none beyond your current tools; AI usage under €10 per month
Maintenance plan Optional
€ 49/month incl. VAT
Monitoring, fixes when a tool changes, and small changes
2 changes per monthReply within 24 hours
Busyzero
Ready-made AI automations, built and maintained by the Busyzero team
This gig is sold and delivered by Busyzero itself, with the same price rules, guarantee and review system as every seller. It is ranked by the same search rules, is never Busyzero's choice and is never promoted.
- Response time
- New
- Orders completed
- 0
- On-time delivery
- New
- Member since
- 2026
Busyzero’s own automation team. We build complete AI automations that run by themselves in your own systems: a quote request, invoice, order or customer question comes in, AI reads it, and the work gets done in your tools. A person only steps in where it matters, such as approving payments or messages sent in your name. How we work: a short call and 10 to 30 real examples from you. We then design, build and test the automation on real cases before it goes live, watch the first week closely, and hand over a manual. Every month you get a report of what it handled and the time it saved. Everything runs in your own accounts (n8n, Make, Microsoft 365 or Google, your own AI key, EU region where possible), so you own it and nothing is locked in. We design and build with AI assistance (Claude); a person tests every solution and takes it live. Same rules as every seller on Busyzero: a fixed price, the working guarantee with one free fix, and an optional monthly maintenance plan.
Frequently asked questions
Who builds it?+
The Busyzero team. Max does the intake call, connects your tools with API keys you create, tests with your real examples and takes it live. The automation is designed and built with AI assistance (Claude), and a person checks every step before it touches your business.
Do I own it?+
Yes. It runs in your own accounts with your own keys, and you get the documentation. Nothing is locked in with Busyzero.
Reviews
No reviews yet
Busyzero is new here. Every order is covered by the Busyzero Guarantee: it works as promised, or your money back.
Confidentiality and data
- Data processing agreement included
- NDA free on request
- Your own NDA or DPA welcome: the seller reviews it before starting
- Works in your own accounts and tools
- Deletes your data after delivery
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