Overview
The Sales Opportunity Analysis automatically examines the pipeline history of your company and delivers a structured monthly report directly to your inbox.
Instead of manually reviewing individual opportunities to spot trends, the feature analyses your historical opportunity data to identify patterns in what drives deals to be won, lost, or cancelled — and presents them in a clear, actionable report.
The result is a regular pulse on your sales performance, backed by real CRM data.
🔒 Insider Program feature — This feature is currently available to customers enrolled in the AI Insider Program, on Advanced and Ultimate plans.
Getting Started
Step 1: Activate the feature
From the Insider Program section, find Sales Opportunity Analysis and toggle it on.
Step 2: Configure report recipients
In the settings panel, specify one or more email addresses that should receive the monthly report — whether that's individual sales reps, team leads, or management.
Step 3: Receive your report automatically
Once activated, the report is delivered automatically every month. There is nothing to trigger manually — the analysis runs in the background and lands in your inbox on a regular cadence.
What the Report Contains
The monthly report goes beyond a numbers overview. It combines quantitative data with AI-detected patterns to give you a complete picture of your pipeline health.
1. Opportunity metrics
Key figures drawn from a representative sample of your most recently closed opportunities, broken down across won, lost, and cancelled outcomes.
2. Pattern detection
An AI agent analyses the data across all opportunities and surfaces recurring patterns linked to outcome, such as:
Common characteristics of won deals (e.g. company size, industry, deal stage duration)
Recurring signals in lost or cancelled opportunities (e.g. missing information, stalled stages, lack of interactions)
Behavioural and contextual factors that correlate with success or failure
This goes beyond reporting what happened — it surfaces why it happened.
How It Works Behind the Scenes
1. Data collection
The system retrieves a representative sample of recently closed opportunities from your CRM, across all outcome types.
2. Pattern analysis
An AI agent processes the full dataset and identifies recurring patterns across won, lost, and cancelled deals — weighing signals based on consistency and data quality.
3. Report generation and delivery
The findings are compiled into a structured report and sent by email to all configured recipients.
How to Get the Best Results
The quality of the report depends directly on the quality of the data in your CRM. To ensure accurate and meaningful insights:
Log every interaction. Calls, emails, meetings, and follow-ups should all be recorded on the opportunity.
Document decisions. If a deal was lost or cancelled, capture the reason directly in the CRM.
Keep key fields up to date. Company size, industry, deal stage, and close date should always be filled in and current.
Add context where it matters. Notes, objections, and key conversations help the AI detect meaningful patterns beyond the numbers.
The more complete your opportunity records, the more reliable and actionable the monthly report will be.
Why Use This Feature?
Sales retrospectives often rely on gut feeling or selective memory.
This feature helps you:
Identify what actually drives deals to be won or lost, based on real data
Spot recurring patterns that manual reviews tend to miss
Keep sales managers and teams informed on a consistent monthly cadence
Support better forecasting, coaching, and pipeline decisions
Build a data-driven sales culture that improves over time as more opportunity data is captured
Frequently Asked Questions
How often is the report sent? The report is delivered automatically once a month. It covers your most recently closed opportunities at the time the analysis runs.
Who should be added as a recipient? Anyone who benefits from a regular view of opportunity performance — sales reps, team leads, or management. You can add multiple recipients in the settings.
How many opportunities does the report cover? The analysis is based on a representative sample of your most recently closed opportunities. The larger and more complete your opportunity history, the richer the insights.
What if my CRM data is incomplete? The AI works with whatever data is available. Incomplete records — missing fields, no interactions logged, no close reasons — will reduce the depth and reliability of the patterns detected. See the "How to Get the Best Results" section above for guidance.
Can I adjust the report frequency? At this stage, the report runs on a fixed monthly cadence. More flexible scheduling options may be added in a future release.