Analytics

Rep-level sales performance — surfaced automatically each week.

This workflow analyzes CRM data to surface individual rep performance, quota attainment, pipeline coverage, and deal velocity — delivered as a structured briefing for sales leadership every Friday.

Intermediate~15 credits per run·6 steps·4 integrations

Workflow Steps

How this workflow runs

1

Trigger: Friday 4pm schedule

System Trigger

The workflow runs every Friday afternoon.

2

CRM data pull

Revenue Intelligence Dashboard

Revenue Intelligence Dashboard pulls deal and activity data from HubSpot for the week.

3

Rep performance analysis

Revenue Intelligence Dashboard

Activities, deals created, deals closed, and pipeline added are calculated per rep.

4

Quota tracking

Revenue Intelligence Dashboard

Quota attainment percentages are calculated for the current period.

5

Trend comparison

Revenue Intelligence Dashboard

This week's metrics are compared against prior week and same period last year.

6

Delivery

System Output

A structured performance briefing is delivered to sales leadership via email and Slack.

Triggers

What starts this workflow

Weekly schedule (Friday 4pm)

Outputs

What you get when it runs

Sales performance briefing to leadership

Rep-level metrics summary

Quota attainment report

Slack post to sales channel

Integrations

HubSpotStripeGmailSlack

Who uses this workflow

SaaS CompaniesFinancial ServicesProfessional ServicesManufacturing

Frequently asked questions

Use the Sales Performance Dashboard workflow

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