Pipeline & Forecast
How is my pipeline vs target?
Which opportunities are most likely to close this month?
Compare my forecast with last quarter
Conversational Analytics for Sales
Ask your sales data. In plain English. In seconds.
Sales Copilot is an AI agent that connects to your data warehouse and answers your sales team: no SQL, no complicated dashboards, no waiting on the analyst.
See it in action
60 seconds with Sales Copilot
"What are my top 10 accounts at risk of churn this quarter?"
"Show me pipeline by rep compared to last month"
"Which products are growing fastest in the northern region?"
The problem
Your sales team needs fast answers
- ✕Reps wait days for the data team to pull a report
- ✕Dashboards exist, but nobody finds what they're looking for
- ✕Every new question becomes a ticket, a meeting, and a lost week
- ✕Generic AI tools don't comply with GDPR and don't understand your business
The result: decisions made on gut feeling instead of data.
Use cases
What you can ask it
Sales Performance
Who are my top 5 reps by margin?
Which rep has the most stalled opportunities?
Show me conversion rate by team
Customers & Accounts
Which customers have reduced spend in the last 3 months?
Show me accounts at highest churn risk
Which customers haven't bought product X and should?
Product & Territory
Which products are growing fastest?
Which region has the best margin?
Compare sales by category year-over-year
Differentiation
Why Sales Copilot instead of ChatGPT with your data
🔒
Privacy-by-design
Server-side architecture on your own Google Cloud. Your data never leaves your environment and is never used to train models. GDPR and ENS compliant by design.
👤
Role-based permissions
Each user only sees what they should. A rep can't access another team's data, and a director sees everything they need. Like your CRM, but for AI.
◈
Your source of truth
Runs on BigQuery and your data warehouse. No data replication, no new silos. Answers come straight from the same source that feeds your dashboards.
✦
Understands your business
We configure Sales Copilot with your data model, your metrics, and your terminology. It knows your products, your regions, and your KPIs.
How we implement
From kickoff to production in 4-6 weeks
1
Define use cases
We identify the 10-15 questions your sales team asks every week.
2
Connect your data
We integrate with your data warehouse. Not organized yet? We help with that too.
3
Build & configure
We adapt Sales Copilot to your data model, permissions, and terminology.
4
Feedback & iterate
Your team uses it, we refine it until answers are exactly what they need.
Average implementation time: 4-6 weeks
FAQ