Agents help manufacturers stay on top of production and give their teams more time to make and improve products.
Log dated deal counts and values by stage in the reporting sheet.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Load checked team entries into reports and list rows to fix.
Your reporting table gets valid new spreadsheet rows every 15 minutes, with import counts and row-specific fixes waiting in the sheet.
Answer sales report requests with figures from matching deals.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Calculate requested pipeline figures from current deal records.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Draft pivot SQL and explain totals for teammates' report requests.
Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.
Draft SQL for figures coworkers need in reports.
Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.
Draft joins for reports that draw from several tables.
Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.
Merge weekly team CSVs into one download and flag conflicts.
Get a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.
Supply checked source rows for the next reporting cycle.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Create a filtered CRM report with a linked matching-deals list.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.