How does it work?
Sales Data Q&A Analysis handles the number-crunching that usually means waiting on spreadsheets or BI requests. Ask questions like:
What's our win rate by segment this quarter vs. last?
Which reps are trending behind quota, and by how much?
Show me deals that slipped from last month's forecast.
What's the average sales cycle for enterprise deals this year?
Break down pipeline by stage and expected close date.
Which accounts have the highest expansion potential based on usage?
How does Q3 pipeline coverage compare to the same point last year?
The Agent queries your connected sales data, runs the calculations, and returns clear summaries—so you get answers in seconds, not hours.
Who uses Sales Data Q&A Analysis?
Sales Data Q&A Analysis is built for sales leadership and revenue operations teams who need fast answers from their data:
Sales Leaders tracking pipeline health, identifying at-risk deals, and spotting coaching opportunities
Revenue Operations answering ad-hoc questions without building new reports or waiting on BI
Sales Managers monitoring team performance and forecasting accuracy
Finance Partners validating revenue projections and understanding deal trends
It's especially valuable when leadership needs answers during forecast calls, QBRs, or board prep—moments when waiting on manual analysis isn't an option.
How does Sales Data Q&A Analysis use your Knowledge Base?
Sales Data Q&A Analysis connects to your sales data sources—including spreadsheets in Google Drive or SharePoint, CRM exports, Gong call logs, and operational tables—to answer questions directly from your numbers.
Queries the relevant files, tables, and logs across connected sources
Runs the right calculations—aggregations, comparisons, trend analysis—on your behalf
Returns concise summaries with supporting charts when helpful
Cites the specific data sources so you can verify or dig deeper
Because the Knowledge Base syncs continuously, your analysis reflects the latest data—no downloading CSVs or refreshing pivot tables.