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Reli Dashboard

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Overview

Reli is Revsure's user-friendly AI dashboard designed to simplify your sales and marketing insights. With Reli, you can effortlessly explore your funnel data using natural, everyday language. Ask Reli a question, and receive immediate, clear insights to help guide your business decisions.

How is it different from Reli Chat?

Reli Dashboard is an extension of Reli Chat, empowering users to now be able to add conversational results as dashboards to the interface.

How Does Reli Help?

Ask Questions Naturally

No complex queries—just type your questions as you would ask a colleague:

  • "How many leads did we generate last quarter?"

  • "What's our current pipeline value?"

  • "Show me a breakdown of leads by source."

Reli quickly delivers precise answers, making complex data easy to understand.

Guided Suggestions

Not sure where to start? Reli provides helpful, pre-built questions tailored to your common needs. These suggested questions give instant access to important insights without having to build reports manually.

Remembering Your Conversations

Reli conveniently keeps track of your previous questions, making it easy to revisit important insights or perform quick follow-ups.

Easy-to-Use Visualizations

Reli displays your data clearly in easy-to-read tables and charts. You can:

  • Quickly add essential data directly to your main dashboard.

  • Download visualizations for easy sharing in presentations or meetings.

Navigating Reli

Asking a Question

  • Click on "New Question".

  • Type your question and submit.

  • Reli instantly returns clear, visual insights which can be added to a dashboard.

Revisiting Past Queries

  • Use "Previous Dialogues" to easily revisit earlier conversations.

  • Quickly find past insights by viewing timestamps and reopening previous questions.

When to Use Reli

  • Checking the performance of your lead generation efforts.

  • Understanding how effectively your sales funnel converts.

  • Accurately forecasting pipeline growth.

  • Quickly evaluating your marketing activities' impact.

Why You'll Love Reli

  • It makes analyzing data as easy as having a conversation.

  • Saves time by giving you immediate answers, no complex queries needed.

  • Enhances decision-making with easy-to-understand insights.

  • Gives you a clear, actionable view of your sales and marketing efforts.

  • Add your tables and store it as a dashboard at the click of a button