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THE AGENSI STORE
3 skills found
Turn a messy CRM CSV export into a clean sales pipeline report: weighted forecast by stage, rep performance, and a close-date outlook, with column headers auto-mapped (ARR to Amount, AE to Owner) so inconsistent exports still work. The single-report version; for 12-month forecasting, CRM sync, and PDF, see Pipeline Reporter Pro.
Turn a CRM export or live HubSpot/Salesforce/Pipedrive sync into an executive-ready pipeline report: a 12-month weighted forecast with three scenarios, win/loss themes pulled from deal notes, data-quality flags, and a board-ready PDF. Can run weekly and email itself to stakeholders.
Run a 10,000-iteration Monte Carlo forecast on your pipeline CSV to get P50/P70/P90 revenue confidence intervals, an ASCII distribution histogram, and what-if scenarios for slipped deal dates. Answers 'how likely are we to hit the number?' instead of a flat weighted-pipeline guess.