Calculate usage costs, answer pipeline questions, read trends. Every one is ready to run, and you can adjust it in plain language.
Total open account deals by stage for the weekly pipeline report.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Count wholesale deals and total their value for teammates.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Share deal counts and amounts for prospective buyer orders.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Show wholesale account deals behind each pipeline figure.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.