Analytics
Data-driven coaching insights for your entire sales team.
This workflow analyzes your team's deal activity, win rates, and pipeline patterns to generate coaching insights for each rep — helping managers focus their coaching on the highest-impact improvements.
Workflow Steps
How this workflow runs
Trigger: Weekly schedule
System TriggerThe workflow runs every Friday to inform Monday coaching sessions.
Rep activity analysis
Revenue Intelligence DashboardRevenue Intelligence Dashboard analyzes each rep's deal activity, call cadence, and pipeline contribution.
Win rate analysis
Revenue Intelligence DashboardWin rates by deal size, stage, and industry are calculated per rep.
Coaching opportunity identification
Market Research AnalystPatterns indicating coaching opportunities are identified — stage stalls, deal size drops, activity gaps.
Coaching brief generation
Market Research AnalystA per-rep coaching brief is generated with specific observations and suggested coaching focus areas.
Manager delivery
System OutputCoaching briefs are delivered to sales managers in time for weekly 1:1s.
Triggers
What starts this workflow
Weekly schedule (Friday 3pm)
Outputs
What you get when it runs
Per-rep coaching briefs for managers
Team-level performance summary
Trend analysis week-over-week
Slack delivery to sales managers