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

Year-over-year monthly performance comparison

For CRO and Sales Director, a signal compares the current month's closed revenue with the same month in the prior year. This provides insights into growth trends, aids strategic planning, and enhances team management

CRO

Forecast Accuracy

Sales Leadership

Weekly summary of closed opportunities and forecast

This signal provides a weekly summary of closed opportunities and a "best case" pipeline forecast, offering insights into closed deals and revenue potential

CRO

Forecast Accuracy

Sales Leadership

Track lead communication

This Signal notifies Sales Leadership about new emails or responses to leads, allowing them to stay fully informed about important prospect communications, enabling coaching on effective communication practices, and ensuring timely follow-ups

Sales Engagement Optimization

Sales Leadership

Sales Team Management

Top engaged leads

This signal aids in identifying hot leads across all sequences, compiling them into a single list for further action, such as adding them to a special sequence for targeted engagement

Sales Engagement Optimization

Sales Leadership

Sales Team Management

Top 10 opportunities weekly digest

Revenue team and Sales Directors can receive a weekly overview of the top 10 significant deals projected to close within the week. This digest highlights crucial sales progress, ensuring focus on opportunities with the potential for the most significant immediate revenue impact

CRO

Sales Leadership

Team Performance Monitoring

Time spent in opportunity is too high for projected revenue

Be alerted when the amount of time and resources spent on a specific sales opportunity becomes disproportionate to its projected revenue. It focuses on Sales Representative and Manager's resource allocation and the best return on investment

Deal Triage

Individual Contributors

Sales Team Management

There has been # accounts with # or more Leads added this week

This signal summarizes new accounts and leads weekly, ensuring visibility into lead generation and helping teams assess progress, distribution, and performance

Sales Engagement Optimization

Sales Leadership

Sales Team Management

The closing date has passed

Alerts are generated when the close date of an ongoing deal has already passed, notifying Sales Representative and Director to follow up and update Salesforce, contributing to successful deal closure, visibility of imporant deals, and enhanced forecasting accuracy

Individual Contributors

Sales Team Management

Team Performance Monitoring

Summary on BDR team – number of leads added to sequences

This signal provides insights into the performance of the BDR team by measuring the number of prospects added to activated sequences, allowing for performance assessment and improvement efforts

Sales Engagement Optimization

Sales Leadership

Sales Team Management

Summary of the most successful templates

This signal helps in identifying the most engaging outreach templates, enabling analysis and implementation of successful communication approaches

Individual Contributors

Sales Engagement Optimization

Sales Team Management

Revenue Signals Library

Category

Who gets such signal

Year-over-year monthly performance comparison

Weekly summary of closed opportunities and forecast

Track lead communication

Top engaged leads

Top 10 opportunities weekly digest

Time spent in opportunity is too high for projected revenue

There has been # accounts with # or more Leads added this week

The closing date has passed

Summary on BDR team – number of leads added to sequences

Summary of the most successful templates