Agentic 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 Agentic 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.
I'm a CRO
Attainment vs. comp spend in real time, with a district filter and agent-flagged anomalies.
Open my view →I'm a CFO
Accrual variance drill-downs, a filterable audit trail, and a what-if attainment scenario.
Open my view →I'm a VP of Sales
Rep outliers explained by the agent, with drill-ins on every attainment bucket.
Open my view →I'm a RevOps lead
A triageable exception queue with agent-suggested fixes and SLA aging.
Open my view →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 Agentic SPM by Lanshore — see also SPM Operations and Custom Apps.
Further reading: Elevating Sales Performance: The Power of Agentic AI in SPM
Get an SPM Assessment
A 30-minute call. We look at your stack, your plan, and where agents remove manual work first.