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Heading into a one-on-one or a forecast call, you need the shape of your pipeline without scrolling through every deal. Amy reads your open opportunities from the CRM and recent activity from your email, then tells you what’s progressing, what’s stalled, and where your time pays off.

Copy and send to Amy

What you get back

  • Your pipeline by stage with total and weighted value
  • Deals that have stalled or have no next step, flagged
  • The top few to focus on this week, with the reasoning

Required integrations

CRM

Email

Want the manager’s view? Add “and compare this to where I was last quarter at this point” for a trend read you can bring to the forecast call.