> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# For sales

> Pipeline analysis, sales forecasting, and CRM data analysis.

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?"               |

## Key features for sales

* **[Connectors](/connectors/saas-integrations)** — Salesforce, HubSpot, PipeDrive, Intercom
* **[Machine learning](/data-science/machine-learning)** — Lead scoring and churn prediction models
* **[Forecasting](/data-science/forecasting)** — Revenue and pipeline forecasting
* **[Charts](/visualizations/overview)** — Pipeline dashboards and performance metrics
* **[Automated reporting](/ai/automated-reporting)** — Weekly sales reports that auto-update