Calculate filtered deal figures, answer pipeline questions. Every one is ready to run, and you can adjust it in plain language.
Total open product deals by stage for Monday's 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.
Report counts and values for product deals in the sales pipeline.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Sum deal amounts for prospective orders by pipeline stage.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Total product sales deals by stage and expected close date.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.