Most salespeople already have a deal tracker (Excel/Google Sheets) but rarely stop to analyze it. Paste the data into AI and ask directly: which deals are at risk, which stage is bottlenecked, how this month compares to last month.
This isn't meant to replace your company's official reporting — it's a fast way to know where you stand before a meeting, instead of guessing.
Try it now
- 1Export your current deal tracker into a simple table
- 2Paste it into AI and ask: which deals haven't been updated recently and are at risk
- 3Also ask: which stage of the funnel has the most bottleneck
- 4Note 1-2 concrete actions to take based on the answer
Example prompt
"Here's my tracker for 15 deals (stage, value, last update date): [paste table]. Point out which deals are most at risk of being lost, and why."