Weekly Pipeline Report from CRM
Every Monday, agent pulls deal data from your CRM, analyzes win rates, and sends a formatted report.
Conversation Example
Pulling this week's pipeline data from CRM...
Sales Pipeline Report — Week 15 Active Deals: 23 ($412K total value) By Stage: - Discovery: 8 deals ($124K) - Proposal: 6 deals ($156K) - Negotiation: 5 deals ($98K) - Closing: 4 deals ($34K) This Week's Movement: - 3 deals advanced stages - 1 deal lost (Budget freeze at MegaCorp) - 2 new deals added ($45K) Win Rate (90 days): 34% → 38% (improving) Avg Deal Cycle: 42 days (was 51 — getting faster) At Risk: StartupXYZ deal — no activity in 14 days. Action needed: Follow up or move to lost. Full report: https://agent.example.com/files/pipeline-w15.pdf
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