What you get
- Full pipeline status: stage, last activity, and days since last contact for each deal
- Deals that have moved forward since last week
- Deals that have gone quiet and may need a nudge
- Upcoming milestones or deadlines across open opportunities
- Recommended actions for the top 3–5 priority deals
When to use it
- You manage a pipeline of 10+ active opportunities at any time
- You want a structured start to your week without building the report yourself
- You’re a team lead who needs to stay across multiple reps’ books of business
Integrations needed
Salesforce or HubSpot
Gmail or Outlook
How to activate
Subscribe and set your preferred delivery time — typically Monday morning. Amy queries your CRM directly and generates the review fresh each week.Amy can be configured to focus on specific pipeline stages, deal sizes, or account types. Tell her what matters most and she’ll filter accordingly.