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Act · 04 of 4

Analytics

The right view for the role. Reps see today's meetings and follow-ups due. Managers and admins see the whole pipeline, per-rep performance, and what's stalling.

For reps

Today's meetings, follow-ups due, and the specific accounts that need attention — the same list Copilot would give you, laid out as an analytics view instead of a chat answer.

For managers & admins

The whole pipeline, per-rep performance, and exactly where deals are stalling — the numbers a manager used to chase down in a status meeting, live and checkable in under a minute.

No separate BI tool

Pipeline value, revenue forecast, win rate, and revenue at risk are built in — not a separate analytics tool someone has to connect, maintain, and keep in sync with what's actually in the CRM.

Same data as everywhere else

Nothing on this analytics view is calculated differently from what Copilot tells you or what shows up in Deal Risk Scoring — one number, wherever you look for it.

Pipeline value
$4.82M
▲ 9.7% vs last month
Win rate
42.6%
▲ 2.8% vs last quarter
Revenue at risk
$265.6K
3 accounts · flagged today

The same statement a CEO would ask for in a status meeting — already built.

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