The sales head gets a one-page pipeline summary every Monday, with what changed and why

Every Monday the AI compares the pipeline in Salesforce with last week's, finds the reason behind each big change and emails the sales head a one-page summary.

Used day to day by
  • Sales head
  • Regional sales managers
  • Sales operations team

How it runs with AI

Early every Monday the AI compares each deal in Salesforce with where it stood a week earlier. For each big change, such as a win, a loss or a close date moved, it reads the deal's notes and logged emails to find the reason. The sales head gets a one-page email in time for the review.

How it is done today

Every Monday a sales analyst exports the pipeline from Salesforce into Excel, compares it with last week's file and builds a summary for the sales head. The numbers show what moved, and the reasons sit in deal notes and email threads, so the analyst calls each regional manager to ask. The summary reaches the sales head on Tuesday, a day after the weekly review.

Step by step

Where the work happens, what the AI does, and where it hands over to a person.

  1. Step 1, AI

    Compares this week's pipeline in Salesforce with last week's

    Needs to know: What counts as a big change

    In Salesforce

  2. Step 2, AI

    Finds the reason behind each big change in the deal notes

    Needs to know: Deal owners

    In Salesforce , Outlook

    Exception to step 2

    Asks the owner by email when the notes leave the reason unclear

  3. Step 3, AI

    Emails the sales head a one-page summary early every Monday

    Needs to know: Summary layout, Regions and product lines

    In Outlook

  4. Step 4, Person

    Reads it before the weekly review and picks the deals to discuss

    In Outlook

What stays with a person

  • Reads it before the weekly review and picks the deals to discuss

Apps in this example

  • Salesforce
  • Outlook

The same flow works with the apps you use.

This fits you if

  • Your sales head reviews the pipeline every week
  • Your deals sit in Salesforce across several regions or product lines
  • Someone builds the weekly summary by hand in Excel today
  • The reasons for wins, losses and delays live in deal notes and emails

What to watch for

  • The reasons come from what your team logs in Salesforce. Where the notes leave a big change unexplained, the AI asks the owner and marks the reason as pending in the summary
  • Your sales head decides what counts as a big change, such as a large deal won or lost, or a close date moved well out
  • Decisions on price, discounts and where to put the team's effort stay with the sales head and the regional managers

Read more

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