Sales Performance Tracking Software
Let your AI agent handle sales reporting, spot struggling reps, and surface insights—so you can focus on coaching and closing deals, not spreadsheets.
You spend hours each week as a sales manager digging through Salesforce reports, exporting data to Excel, and chasing down numbers in endless emails. It’s exhausting to realize you missed a slipping performer only after the quarter ends. You shouldn’t have to juggle manual tracking just to know where your team stands.
An AI agent that monitors your sales team’s results, highlights underperformers, and delivers ready-to-share insights from Salesforce, HubSpot, and Excel.
What this replaces
The hidden cost
What this is really costing you
In B2B sales, managers are stuck pulling numbers from Salesforce and HubSpot, updating Excel trackers, and building PowerPoint slides just to understand team results. This manual process eats up 2-3 hours every week, delaying action on underperformance and making it easy to miss quota risks. The time spent on admin means less time coaching reps or strategizing with leadership.
Time wasted
2-3 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$7,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Missed underperformers lead to lost deals, lower team morale, and missed quarterly targets. Relying on outdated Excel sheets risks embarrassing errors in leadership meetings and can result in costly revenue gaps.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
3 hrs/week
of manual work
With your AI agent
30 min/week
agent-handled
You save
$5,800/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Quick Team Performance Overview
You ask your agent to summarize this week's sales results by staff member and highlight anyone missing targets.
Spot Underperformers Instantly
You ask your agent to identify which sales reps are trending below quota this month.
Prepare for Weekly Meetings
You ask your agent to generate a visual report for your upcoming team review, focusing on goal progress.
Track Improvement Over Time
You ask your agent to compare this quarter’s performance to last quarter and flag changes.
How to hire your agent
Connect your tools
Link your existing budgeting, customer data, and reporting tools used for sales performance tracking.
Tell your agent what you need
For example: 'Show me which sales reps are below 80% of their goal this month.'
Agent gets it done
The agent delivers a clear summary highlighting underperformers and overall goal progress, ready to review or share.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Weekly Sales Summary Generation
Pulls closed-won data from Salesforce and HubSpot, then creates a summary of each rep’s performance for the week.
Underperformer Detection
Monitors quota attainment and flags any sales rep below 80% of their monthly goal, with links to their CRM records.
Goal Progress Visualization
Drafts bar charts and trend lines in Google Slides or PowerPoint, ready to present at team meetings.
Trend Analysis Over Time
Analyzes quarter-over-quarter changes in pipeline and win rates, highlighting declines or improvements.
Actionable Coaching Recommendations
Surfaces reps who need support based on declining activity metrics from Salesforce and missed call targets from Outreach.
AI Agent FAQ
Yes, the AI agent connects directly to Salesforce, HubSpot, and Google Sheets using secure API integrations. You can also link Outreach and Slack for richer data.
All data is encrypted in transit using TLS 1.3 and never stored outside your connected systems. The agent only accesses data when you initiate a report.
Most summaries are ready in under two minutes, even with large datasets. The agent processes CRM and spreadsheet data instantly on request.
Yes, the agent continuously monitors quota attainment and activity metrics. You’ll get a flagged list of reps who need attention, with links to their Salesforce records.
Currently, the agent supports English-language CRMs and works best with Salesforce, HubSpot, Google Sheets, and Outreach. Multi-language and Zoho CRM support are planned.
Related tasks
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