Good morning, Daniel
Pipeline · $2.8M ▲ 12%
Commission · $42.3K ▲ $5.8K
3 deals in negotiation
6 actions for today
10 agent actions overnight
2 at-risk deals
Workflows
15 workflows · 12 active
| Workflow | Type | Stage | Status | Nodes | Runs | Result | Last Run |
|---|---|---|---|---|---|---|---|
Prospecting Signal detection → sourcing → enrichment → scoring → tiered outreach |
Compound | Prospecting | Active | 12 | 142 | 34 meetings | 2h ago |
Sales Execution MEDDPIC scoring → meeting prep → deal risk → priority routing → close |
Compound | Sales | Active | 11 | 38 | 12 closed-won | 45m ago |
Retention Health scoring → churn risk → renewal intel → intervention routing |
Compound | Retention | Active | 11 | 52 | 96% retention | 1h ago |
Expansion Usage analysis → opportunity detection → stakeholder map → upsell / x-sell |
Compound | Expansion | Draft | 11 | 15 | 15 opps found | 3h ago |
Win/Loss Analysis Deal closed → analysis → rep summary + manager deep-dive → Slack & CRM sync |
Compound | Sales | Active | 6 | 23 | 100% success | Today 2:34 PM |
Win/Loss MVP Simplified single-flow: deal closed → win/loss summary → Slack & CRM |
Simple | Sales | Active | 4 | 11 | 100% success | Today 4:12 PM |
QBR Deck Builder Auto-generates Quarterly Business Review decks from account data |
Simple | Retention | Active | 5 | 8 | 8 decks built | Yesterday |
Deal Risk Monitor Flags stalled deals, missing MEDDPIC fields, and engagement drops |
Simple | Sales | Active | 4 | 67 | 14 alerts | 32m ago |
Forecast Roll-up Compiles weighted pipeline forecast with best/likely/worst scenarios |
Simple | Ops | Active | 5 | 12 | $2.4M commit | Mon 8 AM |
Weekly Pipeline Digest Monday briefing with pipeline health across all agents |
Simple | Ops | Draft | 4 | 0 | — | Never |
Rep Coaching Alert Alerts managers when rep approval rate drops below threshold |
Simple | Sales | Active | 4 | 4 | 2 resolved | Yesterday |
CS Onboarding Handoff Triggers onboarding plan when a deal closes won — assigns CSM, creates tasks |
Simple | Retention | Active | 5 | 12 | 100% on time | 3 days ago |
Competitive Intel Tracker Monitors competitor moves and updates battlecards automatically |
Simple | Prospecting | Active | 4 | 31 | 6 updates | 5h ago |
Lead Routing Routes inbound leads to the right rep based on territory, capacity & ICP fit |
Simple | Prospecting | Active | 4 | 89 | < 2min avg | 18m ago |
Renewal Alert Alerts CSM 90 days before renewal with health summary and risk factors |
Simple | Retention | Active | 4 | 18 | 18 alerts sent | Yesterday |
Meeting Recap → CRM Auto-summarises call recordings and updates CRM notes + next steps |
Simple | Sales | Active | 4 | 56 | 56 synced | 1h ago |
Territory Rebalance Quarterly territory analysis with capacity scoring and rebalance suggestions |
Simple | Ops | Paused | 5 | 3 | Q4 complete | Jan 15 |
Review learning proposals for this week