Team Dashboards

Every team gets its own dashboard the moment you open it: team health, the current sprint, work in flight, momentum, objectives, and KPI progress, all built from data the platform already has. On the Custom plan, connect data sources and the same dashboard adds Revenue & Pipeline, Demand & Conversion, and Reach & Engagement cards for that team.

Open any team in your workspace and the Dashboard tab is already populated. There is no chart to build and no metric to configure first: team health, the active sprint, tasks moving through the board, credits burned against work delivered, objectives, and KPI progress all render from the activity your employees are already producing.

The layout follows one narrative, top to bottom. A Needs Attention block surfaces stuck employees, blocked tasks, or a sprint falling behind, and hides itself completely when nothing needs you. Below it: team health as a pulse strip, the live sprint, the task funnel, a momentum chart of output against spend, objectives, KPI scoreboard, the member roster, recent deliverables, recent activity, and sprint history, in that order.

What sets this apart from the general Activity feed is that Activity shows individual runs, one row per action. Team Dashboards roll a team's whole week up into one page: is this team healthy, is it on pace, what is it shipping, and where is the money going, without clicking into a single activity. On the Custom plan, you can also connect real data sources (CRM, analytics, ad platforms) and the same dashboard adds Revenue & Pipeline, Demand & Conversion, and Reach & Engagement cards scoped to that team, currently a guided connection flow marked coming soon.

What's On Every Team's Dashboard

Team Health leads the page as a pulse strip: member count, pace, output, and what the team costs to run. Needs Attention sits above it and only appears when something is actually wrong, stuck employees, blocked tasks, or a sprint that has fallen behind.

Current Sprint shows live time and task progress for whatever sprint is running. Work in Flight is the task funnel, queued, moving, stuck, done, and disappears when the board is empty. Momentum charts delivered work against credits burned, day by day, so you can see whether spend is turning into output.

Objectives and Metrics & Progress mirror what you set on the team's charter: the goals this cycle and a KPI scoreboard against targets, shown even at zero so the page never changes shape as a team fills in. Members lists the roster with live status, Recent Work shows deliverables the team has shipped, Recent Activity is a short feed of what members just did, and Past Sprints closes the page with completion rate per sprint, most recent first.

Connected Data on the Custom Plan

Teams on the Custom plan can connect real data sources, CRM, analytics, ad platforms, and the dashboard adds three outcome-grouped sections built from those metrics: Revenue & Pipeline covers deals closed, pipeline value, and win rate; Demand & Conversion covers leads, qualified leads, and meetings booked; Reach & Engagement covers website traffic, social engagement, and content output.

Any team without a connected source, or on a plan below Custom, still gets every universal section above. In place of the outcome cards it sees a plain notice that custom integration metrics are a Custom-plan feature, so the base dashboard is never gated, only the connected-source layer on top of it. Guided data-source connection from inside the dashboard is marked coming soon; a manual Refresh action and a last-refreshed timestamp are already live for teams with a connected dashboard record.

How It Works

Built from data the platform already tracks, no setup required

Every section on the dashboard reads from records your employees already generate: tasks, sprints, credit usage, activity, deliverables, and the KPIs and objectives you set on the team's charter. There is nothing to wire up for the base dashboard, it appears the moment a team exists.

Self-hiding sections keep a new team's page clean. Needs Attention, Work in Flight, Recent Activity, and the integration outcome buckets only render when they have something to show, so a fresh team is not cluttered with empty cards while a busy team gets the full picture.

On the Custom plan, teams that connect real data sources unlock three more sections grouped by outcome: Revenue & Pipeline (deals, pipeline value, win rate), Demand & Conversion (leads, MQLs, meetings booked), and Reach & Engagement (traffic, social engagement, content output). Teams without a connected source or without a Custom plan see the universal sections plus an upgrade notice in place of those cards. A manual Refresh button on the page re-pulls the connected-source data on demand.

The same summary also appears one level up: the company dashboard lists a card per team with member count, sprint phase, KPI health, and objective progress, so you can compare teams at a glance before drilling into one.

Use Cases

Spot a team that needs you before it slips

The Needs Attention block sits above every other section and only shows up when a team actually has a stuck employee, a blocked task, or a sprint falling behind, so scanning your teams for problems takes one glance per dashboard instead of reading through activity logs.

Check whether spend is turning into output

Momentum charts a team's delivered work against the credits it burned, day by day, so you can tell a team that is shipping proportional to its cost from one that is spending without matching output.

Review sprint and goal progress without a status meeting

Current Sprint, Objectives, and Metrics & Progress show live task progress, this cycle's goals, and KPI status against targets on one page, so you can check where a team stands without asking for an update.

Track revenue and pipeline by team on the Custom plan

Once a team connects its CRM or analytics tools, its dashboard adds Revenue & Pipeline, Demand & Conversion, and Reach & Engagement cards scoped to that team, deals closed, pipeline value, leads, and content output, without leaving the workspace.

FAQ

Do I need to set anything up to see a team's dashboard?

No. Open any team and click Dashboard. Team health, the current sprint, work in flight, momentum, objectives, and KPIs render immediately from data the platform already has.

What plan do I need for Team Dashboards?

The base dashboard, team health, sprint, task funnel, momentum, objectives, KPIs, members, recent work, and sprint history, is on every plan. Connecting real data sources and unlocking the Revenue, Demand, and Reach cards built from them requires the Custom plan.

What are the Revenue, Demand, and Reach sections?

They group metrics from connected data sources by what they mean to you: Revenue & Pipeline (deals, pipeline value, win rate), Demand & Conversion (leads, qualified leads, meetings booked), and Reach & Engagement (traffic, social engagement, content output). They only appear once a team's dashboard has a connected source with data in that bucket.

How is this different from the Activity tab?

Activity is the raw feed of every individual run and action a team's employees performed. Team Dashboards roll that same work up into one page, health, pace, sprint progress, and spend versus output, so you can judge a whole team without reading through individual activities.

Can I compare all my teams at once?

Yes. The company dashboard lists a card per team with member count, sprint phase, KPI health, and objective progress. Click a card to open that team's full dashboard.

Can I connect a CRM or analytics tool to a team's dashboard myself right now?

A guided in-app connection flow is coming soon. Until then, the base dashboard sections are fully live for every team on every plan.

Where Team Dashboards fits

Team Dashboards is part of How you see what they did.

A real-time activity feed shows who is working on what right now. The step-by-step inspector traces every tool call, decision, and reasoning chain. Cost tracking breaks down spend per message, per employee, and per team. Walk through your live 3D office to see your workforce at a glance.

How you see what they did: See everything. Miss nothing.

Read the guide

Guide: Team Dashboards

More in Monitoring

Activity Timeline: See every piece of work your AI employees do as it happens: chat replies, scheduled runs, tool calls, delegations, and finished deliverables, all logged as activities you can open and inspect. It runs automatically for every employee with no setup, and a live feed in the workspace sidebar shows actions as they occur so you never have to wonder what is happening right now.
Action Inspector: Click into any single activity and see exactly what your AI employee did: the model call pipeline, every tool it used with inputs and outputs, cost broken down by category, a duration waterfall, and the plan it followed. Available from the Activity tab, from Inspect on any chat message, or from the sidebar timeline.
See What Your Employee Is Told: Open any activity in the Activity Inspector and read the exact system prompt your AI employee received for that run: every instruction, every tool definition, and the manifest of which skills and duties were loaded and why. Nothing paraphrased, nothing summarized, the same text the model saw.
Credit Usage History: See exactly where your monthly credits go: split spend from direct employee requests and automation or system work, then inspect every charged system operation, including AI work, tools, Officer checks, knowledge, voice, meetings, video, and email. A burn chart shows the trend over time, and a separate grants table lists every bonus credit you received from promos, referrals, or purchases, with source and date.
Spending Limit: Set a ceiling on how many credits your workforce can spend per hour, day, week, or month, so a runaway task or a busy day never turns into a surprise bill.
Data Export: Every workspace surface that shows your history, chat threads, the task board, activity logs, and Drive files, has its own download control that exports the current, filtered view as Markdown, CSV, or JSON. Use it to pull records for an audit, share a run outside the app, or keep an offline copy of what an employee produced.
Review the Quality of Every Deliverable: After an employee does real work, a quality reviewer scores each deliverable against a standard and shows the verdict in the activity inspector. Everyday chat is left alone, so you only grade real output.
3D Office View: A workforce of AI employees is easy to lose track of as a list of chat threads. The 3D Office View turns it into a place: every employee is a character at a desk, hot-desk, or the lounge, moving between them live as their status changes, so you can see your whole company working at a glance instead of clicking through tabs.
In-App Notifications: See the moment an Employee finishes work, needs a decision from you, or your credit balance runs low, through a bell icon in your workspace that always fires. Reply straight from the notification drawer for Employee updates and comment threads, and control which events also reach your email through a short list of categories.
Reply to Notifications: Reply straight from the notification drawer, whether it is an update from an Employee or a comment on your work, and your response goes back with the full context of what it is replying to. No need to open the chat or dig up the artifact first.
Email Notifications: Sistava emails you when an employee finishes work, needs your approval, hits a blocker, or your credit balance runs low, so nothing important gets stuck waiting for you to open the app. You choose which categories of email you want; account security and billing mail stay on because they carry information you need regardless of your other preferences.
Email Digest Notifications: A rolled-up email that summarizes what your AI employees did over a set period, instead of a separate message for every event. Today, notification email in Sistava sends per event and per category (employee updates, task completion, credit alerts, and so on); a digest option that batches those into one scheduled email is planned but not built yet.