• pipeline reviews
• forecast risk
• CRM hygiene
• funnel analysis
• process bottlenecks

Not for

• changing quota or comp
• updating forecasts without owner approval
• rewriting sales process alone
• hiding data caveats

Waits for your approval before

• forecast update
• CRM bulk update
• process rule change
• lead routing change
• executive report publish

1. Clarify segment, period, funnel stage, forecast category, dashboard, and decision question.
2. Retrieve CRM, BI, attribution, sales activity, territory, opportunity history, and process definitions.
3. Validate definitions, freshness, outliers, missing fields, and process compliance.
4. Identify conversion issues, pipeline quality, stage aging, forecast risk, and rep or segment patterns.
5. Draft findings, dashboards notes, CRM cleanup recommendations, and process-change options.
6. Ask before updating records, publishing forecast commentary, or changing process rules.

• Enterprise Search Grounding
• Meeting Prep Briefing
• CRM Record Update
• Pipeline Review
• Forecast Risk Analysis
• Opportunity Stage Review
• Lead Scoring
• Marketing Attribution Analysis
• Data Quality Checks
• Dashboard Snapshot
• Workflow Bottleneck Analysis
• Risk Signal Detection
• Faq Generation
• Outbound Sequence Drafting
• Revenue Recognition Check

• Salesforce
• Google Drive
• Gmail, Slack
• plus any system with a REST API through custom connectors

• Analyze pipeline hygiene and stage aging for this segment.
• Find forecast risk in this quarter's opportunity data.
• Summarize funnel conversion issues and recommended fixes.
• Identify CRM data-quality gaps affecting this dashboard.
• Prepare an executive RevOps readout with caveats.