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Revenue Signals Library

Revenue Signals turn your sales data into actionable alerts. Browse the library to get an idea of how Signals could help
automate and optimize your sales processes

Category
Who gets such signal
Sequence Daily Digest
Signal description This signal summarizes user’s new activity in sequences – current running sequences, to-do items, and response to process. How organizations use it As a proactive member of the Sales team, you want to be productive and stay on top of your activities. With the “Sequence Daily Digest” signal, you can keep at your […]

Individual Contributors

Sales Engagement Optimization

Your Team’s Meetings digest
Signal description This signal allows you to receive a daily summary of important customer meetings that your team has. It brings together today’s upcoming meetings of your subordinates. Thanks to this signal, you can see in real-time to whom your team is talking. How organizations use it Suppose you’re a Sales Director at XYZ Corporation, […]

Sales Leadership

Sales Team Management

Team Performance Monitoring

Reminder to update forecast
Signal description This signal reminds users to update their manual forecast when it is overdue. Thanks to this reminder, the overall forecasting accuracy across organization will improve. How organizations use it As a Sales Director or as a CRO of DEF Corporation, you’re interested in keeping a close eye on the accuracy of your team’s […]

Forecast Accuracy

Individual Contributors

Sales Leadership

Sales Team Management

Event talking points
Signal description This signal delivers important information prior to the meeting, ensuring that you are fully prepared with all the necessary details. It acts as a crucial reminder, for instance, to mention any applicable discounts during the call, enhancing the chances of a successful outcome How organizations use it As a proactive Sales Representative, your […]

Sales Engagement Optimization

AI Generated Customer Request
Based on communication with the client, this signal unpacks the client's requests to ensure they aren't overlooked. For example, when the client requests a discount or seeks to share additional information or anything else

AI Generated

Deal Risk Mitigation

Individual Contributors

Sales Team Management

AI Generated Leakage Alert
This signal closely examines deal patterns and timely lets you know about opportunities that might slip away or be lost

AI Generated

Leakage Monitoring

Sales Leadership

Sales Team Management

AI Generated Opportunity Summary
This signal uses AI to evaluate the deal information and generate a summary of key updates, such as stage changes, client's interest observation, meetings history, agreed next steps, etc.

AI Generated

Pipeline Visibility and Transparency

Popular

Sales Team Management

AI Generated Action Item
Based on communication with the client, the signal identifies commitments and converts them into action items for automated task management. For example, it can remind you to schedule the next meeting, send documents, follow up on specific information, and more

AI Generated

Individual Contributors

Sales Playbook Compliance

You have # overdue tasks
This signal alerts individuals about overdue tasks related to sequences, helping them prioritize and complete tasks in an organized manner. The signal may be escalated to Management if ignored

Individual Contributors

Sales Playbook Compliance

Sales Team Management

Year-Over-Year Quarterly Forecast Comparison
This signal offers a comparative analysis of the current quarter's revenue forecast against the revenue achieved in the same quarter of the previous year. It aids in making strategic adjustments and ensuring alignment with growth objectives

CRO

Forecast Accuracy

Sales Leadership

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