Back to the marketplace · Business dashboard
B2B sales & account follow-up dashboard
A follow-up dashboard built on accounts, opportunities and commitments from both sides: overdue and soon-due commitments, opportunities with overdue follow-up or expected to close within 30 days, at-risk accounts and renewals. Amounts are shown per currency without conversion; stage counts are the current distribution, not a funnel or repeat-purchase rate.
Copy this sentence and send it to any employee in Teloa:Add “B2B sales & account follow-up dashboard” (Business dashboard teloa.b2b-sales-followup-dashboard) in the Teloa marketplace, select a target business and create a configuration draft for me to preview and adopt.
- Source
- Teloa official
- GitHub
- Resource file: catalog/dashboards/teloa.b2b-sales-followup-dashboard.json
Files kept by the marketplace: artifacts/dashboards/teloa.b2b-sales-followup-dashboard/1.0.0/ - License
- Apache-2.0
License files: LICENSE - Review
- Reviewed by Teloa on 2026-10-14
- Compatibility
- Needs configuration · Teloa >=0.2.0-alpha.8
- Requires the business configuration adoption flow of Teloa 0.2.0-alpha.7 or later; all widgets are view widgets computed from the records currently in the business.
- Objects and flow follow the duties of the matching team roles in the Grok Bot template library (cobusgreyling/grok-bot-templates, MIT); the dashboard structure, fields and text are Teloa originals and no template text is included.
Technical compatibility
Teloa >=0.2.0-alpha.8 · agent engine 0.2.1-alpha.1 - Permissions and requirements
- Before adoption:
- When adopting, choose a new business or one of your existing businesses and confirm the preview; records are then entered by you or permitted colleagues, start empty, and the dashboard shows a real empty state.
Permissions it will ask for:- Contains only record structures, views, dashboard layout and pages; no connected data sources, sync bindings, default actions, sample results or private data, and nothing runs automatically after adoption.
Uses the network: no - Configuration pages and resource dependencies
b2b-sales@1.0.0Objects 3 · Views 10 · Widgets 10 · Dashboards 1
- 客户跟进总览 · Dashboard page
home - 客户账户 · Records page
accounts - 商机 · Records page
opportunities - 承诺 · Records page
commitments
Manifest resources:
- 客户跟进总览 ·
b2b-sales@1.0.0· Required
- 客户跟进总览 · Dashboard page
- Data flow
- The complete configuration is bundled with Teloa. Adding it creates a draft to preview and adopt personally; it does not include real records, keys or existing permissions. Prepare connections and permissions separately in the target business. You can browse without signing in. Page views are counted with Cloudflare Web Analytics, which uses no cookies and does not record who you are; the install ranking on the market list reads only anonymous aggregate data.
Business dashboard teloa.b2b-sales-followup-dashboard · version 1.0.0