Calculate filtered deal figures, answer pipeline questions. Every one is ready to run, and you can adjust it in plain language.
Share stage totals across the team's open pipeline each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Report pipeline figures with the deal criteria behind each total.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Calculate deal totals under the team's pipeline rules.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Show deal value by currency for the requested pipeline slice.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.