Answer customer questions, cite sources, forward tough cases. Every one is ready to run, and you can adjust it in plain language.
Save dated pipeline figures 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.
Turn sales inbox questions into filtered pipeline figures.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Turn deal searches into checked answers to pipeline questions.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Turn teammates' report questions into pivot SQL they can review.
Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.
Draft ranking queries for shared reports and explain ties.
Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.
Draft SQL for reporting requests and clarify what each count includes.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
Draft report queries with the requested date filter.
Get a SQL query for a date or date range in your report chat, with the time field and boundaries explained in the same thread.
Draft SQL for questions behind shared reports.
Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.
Draft CASE queries for report categories and exceptions.
You get a SQL CASE query that groups your metric by the rules you provide, plus clear explanations in the same request thread.
Draft multi-table SQL for reports and explain each table link.
Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.
Save a pipeline report with its filters and source deal links.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
Draft SQL stages behind requested reports and metrics.
Get a CTE SQL query or subquery draft on your analysis ticket, with each stage explained before you run it.