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SalesDeal review

Check a deal before the forecast

Compare the recorded deal stage with what the customer actually said.

See how it’s done.

Example walkthrough
ai.meetric.comDeal review
1 / 7Open New AI chat
Read narration
  1. Open New AI chat

    Before the forecast, check what the customer has actually confirmed. Open New AI chat to compare the deal with its conversations.

  2. Scope the review

    First open Filter Data. Choose Company to focus the context. Select Northstar. Then apply the filter.

  3. Ask what is confirmed

    Ask whether the budget is approved, what happens next, and whether a start date is agreed. Submit the question with Northstar as the context.

  4. Compare stage and evidence

    The CRM says Negotiation. The conversations still show an open finance approval and no agreed start date. Open the budget source to check the difference.

  5. Open the source

    The budget call keeps the condition attached to the next step. Read the transcript to see exactly what Anna agreed.

  6. Check the condition

    Anna needs finance to sign off before agreeing a date. The stage alone cannot confirm that approval. Return to the deal review.

  7. Forecast with the facts

    Take the open budget and timing questions into the forecast. You now know what to confirm with Anna before treating the deal as ready.

Read the walkthrough

Illustrative product walkthrough using example conversations.

  1. Before the forecast, check what the customer has actually confirmed. Open New AI chat to compare the deal with its conversations.
  2. First open Filter Data. Choose Company to focus the context. Select Northstar. Then apply the filter.
  3. Ask whether the budget is approved, what happens next, and whether a start date is agreed. Submit the question with Northstar as the context.
  4. The CRM says Negotiation. The conversations still show an open finance approval and no agreed start date. Open the budget source to check the difference.
  5. The budget call keeps the condition attached to the next step. Read the transcript to see exactly what Anna agreed.
  6. Anna needs finance to sign off before agreeing a date. The stage alone cannot confirm that approval. Return to the deal review.
  7. Take the open budget and timing questions into the forecast. You now know what to confirm with Anna before treating the deal as ready.

When to use it

A deal is in negotiation, but you need to know whether the budget and next step are real.

Start with

  • Recent deal conversations
  • Connected CRM deal context

How to do it

  1. On Home, open Filter Data, choose the company and apply the filter. Check that the relevant CRM and conversation sources are available.

  2. Ask Meetric to compare the CRM stage with the budget, next step and dates discussed in the conversations. Ask for sources and keep unconfirmed points explicit.

  3. Click a source beside the answer, then select Transcript. Check the customer’s words before deciding what to confirm with the account owner.

Ask Meetric

Compare Northstar’s pilot deal with its CRM stage. Is the budget approved? What is the next step, and has a start date been agreed? Cite the conversations.

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Try it with your team’s conversations.

See the sources, the output and the steps that make this useful for your team.

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