Sara McNamara's Sales Pipeline Health Monitor

This agent automates the generation of a comprehensive sales pipeline report every weekday at 9:00 AM PT, created by Sara McNamara

Overview

This agent automates the generation of a comprehensive sales pipeline report every weekday at 9:00 AM PT, created by Sara McNamara

Why you should use the Sara McNamara's Sales Pipeline Health Monitor template:

Streamline your sales reporting process with this automated template. By generating a detailed report on open deals, risk assessments, and coaching insights, it saves you time and ensures you stay informed about your sales pipeline's health.

How the template works:

This template connects to your HubSpot account to retrieve and analyze open deals in your sales pipeline. When the report is generated, the assistant:

Retrieves all open deals from the specified stages in the sales pipeline.
Groups the deals by stage and owner.
Flags any deals with issues such as missing next activity dates or overdue close dates.
Scores the health of each deal based on identified risks.
Generates coaching insights for sales representatives.
Highlights changes in the pipeline compared to the previous day.
Identifies the top 5 deals by amount.
Suggests next steps for flagged deals.
Drafts a follow-up message for high-risk deals.
Formats the report clearly and sends it via Slack.