For sales managers who want to coach reps on deals — with data already there.
Your day
Same tasks. Two ways to do them.
Go deal-by-deal. "What's the latest on Acme?" Reps give whatever they remember. 2 hours. Can't tell what's real.
Open her pipeline. Ask questions. Spend 8 minutes on one deal catching up. 17 more to go. 45 min and you covered 6.
Ask reps what happened on calls. They give summaries from memory. Details missing. Context lost.
Aggregate numbers from reps who haven't updated since Wednesday. Present to VP.
Pipeline unclear. Coaching reactive. Forecast = aggregate of guesses.
Skills for your role
/pipeline-reviewPer rep before 1:1s, team-wide Monday — see every deal's health without asking
Deep dive →/call-summaryReview your reps' call outcomes — know what happened without being on the call
Deep dive →/forecastFriday forecast prep — trust the numbers you present
Deep dive →Daily Briefing (auto)autoMorning — pipeline alerts for your team
Example: Tuesday 1:1 with rep Sarah
Without the plugin: You open Sarah's pipeline. 18 deals, $420K. You start: "What's happening with Meridian Health?" She says "good meeting last week, they're interested." You ask "interested how?" 8 minutes on one deal. 17 to go. With /pipeline-review sarah:
/pipeline-review sarahSarah's pipelineTop Risks
Last activity: Mar 14 (2 weeks ago). No follow-up after demo.
Single-threaded through mid-level champion.
Contract sent Mar 20, no response. Champion OOO until Apr 1.
Healthy
Active — 3 calls this week. POC scheduled Apr 15.
Hygiene
What changes
Pipeline review: 2-3 hours, deal-by-deal
10 min per rep, data already scored
1:1s: "What happened with Acme?"
"I see they raised concerns — let's strategize"
Forecast: aggregate rep guesses
Weighted forecast from activity data
Coaching: reactive — find problems in meetings
Proactive — risk flags surface before 1:1s