Lead Routing Rule Analyzer
Diagnose lead routing health and grade it A through F. Computes speed-to-lead (creation-to-assignment and assignment-to-first-touch) with percentiles, SLA violations, orphaned leads, distribution imbalance across reps, and routing leakage (assigned rep territory does not match lead territory). Use when the user asks about LeanData, Salesforce Assignment Rules, lead handoffs, speed-to-lead SLA, or…
Pipeline Hygiene Audit
Audit a sales team's open pipeline for hygiene issues and produce a per-rep punchlist of fixes ranked by severity. Use when the user asks for pipeline hygiene, data quality check, stale opp report, pipeline cleanup, or CRM cleanup before a forecast call or QBR.
Deal Investigator
Produce a structured deal review for a single opportunity. Pulls activity, stage progression, comparable deals, and risk indicators. Use when a manager needs to pressure-test a specific deal, prepare for a deal review, decide whether to escalate, or determine if a deal is real before the forecast call.
Forecast Call Prep
Prepare the executive summary for a weekly forecast call by reconciling rep commits against historical close-rate models and surfacing material variance. Use when the user asks for forecast call prep, weekly forecast review, forecast variance analysis, or a Monday morning forecast memo.
Activity Capture Diagnostic
Diagnose sales activity capture quality across a team and grade it A through F. Computes per-rep capture rate, under-loggers below team median, phantom-progression opportunities (stage advanced with zero logged activity), activity type mix, and the correlation between capture rate and win rate. Use when the user asks about Einstein Activity Capture, Outreach sync gaps, missing call logs, low acti…
Salesforce Revops Audit
Run a comprehensive Salesforce RevOps health audit across five dimensions (pipeline health, data quality, forecast hygiene, deal integrity, process integrity) and produce a graded report (A through F) with a prioritized remediation queue. Use as the entry point for any new Salesforce org assessment, before a new RevOps leader's first forecast call, before a QBR cycle, or quarterly as a recurring…