01
Trends and patterns
Where revenue is heading, which months, products or accounts drove the change, and what repeat buying looks like.
What it finds
Six things it finds in your data, every run.
Each finding is calculated from the records in your workspace. If the data cannot support a finding, the briefing says which data is missing rather than filling the gap.
02
High-value opportunities
Customers buying one thing who could buy more, products selling in one region and not another, segments with the strongest return.
03
Underperformance
Products, customers, regions and reps falling behind: how far, since when, and whether it is a dip or a direction.
04
Declining customers
Smaller orders or longer gaps between them, customers who stopped buying, who to call first and why.
05
Revenue at risk
Too much revenue with too few customers, repeat business slowing down, regions or products carrying more weight than they should.
06
Room to grow
The best-performing motions, named. Where the same approach could be repeated, and what to scale first.
How each one works
- Trends and patterns
- Compares closed-won revenue in the reporting period with the period before, then ranks the regions, products and accounts that drove the change. Needs closed-won deals with close dates.
- High-value opportunities
- Looks for customers who have only ever bought one product, products winning in one region and absent in another, and open deals with the highest weighted value.
- Underperformance
- Flags regions, products and reps whose revenue is below the previous period, and marks whether it has fallen two periods running (a direction) or just one (a dip).
- Declining customers
- Finds repeat customers whose gaps between orders are lengthening, whose latest order is smaller than their norm, or who have stopped buying with nothing open.
- Revenue at risk
- Measures customer and regional concentration, stalled and overdue open deals, and negative call sentiment on deals still open.
- Room to grow
- Names the sales motions and segments with the strongest win rates and shows where they are under-used. Needs enough closed deals to compare.