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How many prospects per sector? Who is carrying the current pipeline? How many signed deals per month? These questions usually call for an export to a spreadsheet and half an hour of sorting. Short of time, managers often decide without seeing how their business is really distributed.
Ask for a chart in one sentence: the assistant counts the records in your CRM, or adds up their amounts, and draws the bars. It only offers breakdowns that your CRM's fields allow. If the request is vague, it displays several views to choose from. Below the chart, it shows how many records are counted and how many have no value.
How it works
- 01Say what you want to see in the form “X by Y”, for example “my prospects by sector”.
- 02Specify the measure or period if needed: “open pipeline by owner in euros”, “signed deals by month”.
- 03Without details, “Show me a chart” offers you several views: click the one you are interested in.
- 04Switch to table view to read the figures, or choose another breakdown offered below the chart.
