What is an AI-assisted executive dashboard?

It's a dashboard where an AI layer sits between leadership and the underlying comp data, so questions can be asked in plain language and answered from live, unified data instead of pre-built reports.

Which data sources can it connect to?

Your SPM platform (Varicent, Xactly, CaptivateIQ, SAP SuccessFactors Incentive Management, Anaplan, Salesforce Spiff, Performio, Akeron, or Incentivate), your CRM (HubSpot, Salesforce, Zoho), and structured spreadsheets or data warehouse tables.

How long until we see the first dashboard?

Most engagements deliver a working executive dashboard against real data in four to six weeks.

Is our comp data used to train AI models?

No. Your data stays in your environment; the AI layer queries it, it doesn't train on it.

AI Assisted SPM · Pillar 1 of 3

Executive dashboards

Ask your comp data a question. Get an answer, not a ticket.

Executive Dashboards are the visibility pillar of AI Assisted SPM by Lanshore: AI-assisted dashboards that answer leadership questions directly from your comp, CRM, and planning data.

The live demo

The Executive Dashboards pillar running on Meridian Trust Bank, a fictitious regional financial institution. Pick your role and see what the dashboard answers for you. On an engagement, this runs on your comp platform, CRM, and finance data.

Meridian Trust Bank is fictitious; all demo data is illustrative.

The problem this solves

Comp data lives in three places (your SPM platform, your CRM, and someone's spreadsheet), and none of them agree.

Every leadership question becomes an analyst request with a three-day turnaround.

Quota and territory decisions get made on last month's numbers.

We unify your comp data and put an AI layer on top of it, so a CRO can ask “which territories are pacing under 70% of quota?” and get a current, sourced answer in seconds.

Natural-language answers

Plain-English questions against live comp data.

Cross-platform unification

SPM platform + CRM + spreadsheets in one model.

Anomaly flags

Attainment spikes, calculation drift, and outlier payouts surfaced automatically.

Scheduled briefs

Monday-morning summaries to leadership, no analyst required.

See the demo as your role

The live demo opens on the view built for you. Pick a role and it lands on that tab.

Who this is for

Role	What this solves
CRO	Attainment vs. comp spend in real time, without waiting on ops
VP of Sales	Rep and territory outliers spotted mid-quarter, not at review
CFO	Accrual numbers they can trust before close
RevOps lead	Fewer ad-hoc report requests; more time on plan design

Frequently asked questions

What is an AI-assisted executive dashboard?: It's a dashboard where an AI layer sits between leadership and the underlying comp data, so questions can be asked in plain language and answered from live, unified data instead of pre-built reports.
Which data sources can it connect to?: Your SPM platform (Varicent, Xactly, CaptivateIQ, SAP SuccessFactors Incentive Management, Anaplan, Salesforce Spiff, Performio, Akeron, or Incentivate), your CRM (HubSpot, Salesforce, Zoho), and structured spreadsheets or data warehouse tables.
How long until we see the first dashboard?: Most engagements deliver a working executive dashboard against real data in four to six weeks.
Is our comp data used to train AI models?: No. Your data stays in your environment; the AI layer queries it, it doesn't train on it.

One pillar of AI Assisted SPM by Lanshore. See also SPM Operations and Custom Apps.

Further reading: Elevating Sales Performance: The Power of Agentic AI in SPM