Sales Pipeline Health

A finance lens on your pipeline.

How it works

Reads your CRM (or a CSV) and produces a finance-grade pipeline view: weighted forecast, slippage rate, win-rate trends, and rep-level coverage ratios.

You bring

CRM export or CSV

You get

Weighted forecast
Slippage report
Coverage ratio

Example

Prompt

"Forecast Q3 bookings from our current pipeline."

Output

Weighted Q3 forecast: $1.4M. Coverage ratio 2.8x. Slippage trending up.