For sales

Connect your CRM to Sourcetable to analyze pipeline health, forecast revenue, and identify opportunities.

Example workflows

Task	How to do it
Pipeline analysis	Connect Salesforce and ask “Show me pipeline by stage, rep, and expected close date”
Revenue forecasting	”Forecast next quarter’s revenue based on historical win rates and current pipeline”
Rep performance	”Rank sales reps by quota attainment and show their deal velocity trends”
Lead scoring	”Build a lead scoring model based on historical conversion data”
Territory analysis	”Compare revenue per territory and identify underperforming regions”
Churn prediction	”Which accounts are most likely to churn based on engagement metrics?”