Exec HQ · Early Access
A bespoke command layer for sales leaders.
Custom dashboards, AI-generated summaries, and coaching tools built around your data, your KPIs, and how your business defines success.
Actionable data belongs in your system of execution, not a BI tool nobody opens.
Most teams export data to Tableau or Power BI, then hope someone acts on it. Exec HQ puts insights directly inside the platform where your reps and managers already work, on desktop and on their phones in the field. No extra tools, no extra logins, no dashboards that sit unread.
What's Inside
Three layers. One command center.
Order & Revenue Insights
Tie field activity to the outcomes that matter. Custom charts connect your revenue, order, and referral data to rep behavior so you can see what actually drives results.
- Custom visualizations built around your KPIs
- Account neglect and engagement scoring
- Click any data point to start coaching
Executive Summaries
AI-generated narratives synthesize raw field activity into structured insights with next steps. Customize with your own prompts to focus on what matters most to your business, and schedule delivery to your inbox on your timeline.
- Custom prompts to shape tone, focus areas, and priorities
- Schedule weekly or daily delivery straight to your inbox
- Opportunities, risks, and key themes surfaced automatically
- Rep-level coaching prep built in
Coaching & Tasks
A centralized coaching layer tied to real field activity. Give feedback in context, assign follow-ups, and track completion without chasing reps through Slack and email.
- Coaching messages tied to specific accounts and data
- Tasks with due dates, attachments, and status
- Full coaching history per rep
Built around your data. Not a template.
Share your data sources. We build custom charts and dashboards around your success criteria. Every Exec HQ instance is tailored to how your business operates.
We're onboarding a small group into the Exec HQ beta. You'll get a bespoke build, direct product team partnership, priority roadmap influence, and white-glove rollout.
See it Live →