Intelligence reports

The Intelligence page is where your calls turn into written answers. Four report types, each generated from your real conversation record:

Win/Loss reports

Automatic. When a deal closes — from a call, or by hand on the lead's profile — and it has at least one recorded call, the AI reads every call on the lead plus everything extracted along the way — BANT quotes, stakeholders, objections, competitors — and writes the verdict: the root cause, the customer's stated reason, and evidence quotes lifted straight from the calls. The reason you typed stays the headline. Read two of these and you'll change how you sell.

Performance reports

A written analysis of your selling — what's working, what to fix, grounded in your calls and deals. Choose a type under Generate Report and press Generate; it takes 30 to 60 seconds. Reps generate Individual Performance for themselves; Managers and Execs also run Team Performance and Business Performance. Team and Business can be generated once a week per workspace; Individual once a week per person.

Deal stories

The narrative of one lead's whole journey — every meeting, every stage move — in a single read. Generate one for your own leads from the Deal Story button on the lead's profile, or from here, once the lead has at least one meeting; one per lead every 30 minutes.

Quarterly forecasts

Automatic, four times a year. On the first morning of a new quarter a written forecast for the quarter ahead is already here: one for the business, one for each team with open deals and one for every rep with open deals, and a notification tells you it landed. There is no button, because there is nothing to decide. It reads the same pipeline the numbers come from and says what the quarter looks like, which deals decide it, and what is at risk. From the second one on it also grades the last: what was forecast on day one against what actually closed.

The Exec sets reports that recur on their own under Setup > Report Schedules. That's the analysis side of the house. Day to day you'll also talk — to your team and to your leads — without leaving the app. Messages & Groups is next.