Analysis Skills
- Deal Scoring: Evaluates opportunity health from activity density, stakeholder coverage, and stage velocity.
- Forecast Reconciliation: Compares rep commit calls to historical accuracy and signals risk.
- Win/Loss Pattern Matching: Identifies common attributes of won and lost deals to guide strategy.
- Engagement Sentiment Analysis: Reads email and call transcripts for buyer sentiment trends.
Drafting Skills
- Proposal Summarization: Creates concise deal summaries for stakeholders and internal reviews.
- Follow-Up Generation: Drafts context-aware follow-up emails based on last interaction and deal stage.
- Meeting Agenda Builder: Generates agendas from deal history, open questions, and pending decisions.
Review Skills
- Quote Compliance Check: Validates discount levels, product combinations, and approval thresholds.
- Data Quality Audit: Flags missing required fields, duplicate contacts, and stale close dates.
Forecasting Skills
- Pipeline Coverage Projection: Calculates coverage ratio by quarter based on current pipeline and quota.
- Stage Velocity Prediction: Estimates time to close from current stage and historical averages.