Explore Opportunity Insights Powered by Revenue AI

Let’s explore your comprehensive deal dashboard, where all your opportunity data lives.

Quickly scan opportunity health with essential fields like stage, forecast, and close date at a glance.

Open any deal for full context, and your AI Deal Assistant will provide help tailored to that opportunity’s history.

After you click on an opportunity, you can view everything you need to know about a specific deal in one place.

On the right, you have your complete, AI-generated summary, which includes everything that’s happened in the deal up until now.

Click the Revenue AI chat function to ask any question about the opportunity, and get instant, AI-powered answers, contextual to your deal history.

You can use suggested questions to get started, or feel free to ask anything you want about the deal.

Get an AI-generated answer to any question fully tailored to the specific deal you’re viewing.

Uncover deal blockers fast by asking targeted questions like “What’s holding this deal up?”

Get instant clarity on what’s stalling any deal and what to solve for to keep it moving.

Use contact roles to see who’s involved in the deal and how they’re engaging across every channel.