Sales reviews
Sales review decks built from your pipeline, not your recollection
Pipeline, conversion and unit economics, assembled into a review deck straight from your CRM export. The narrative adapts to the quarter; the numbers come from your file.
Generate a review-style deck from sample revenue and CAC data.
The problem
Sound familiar?
The export-to-slides tax
Every review cycle starts with the same CSV pull and the same manual rebuild of charts that were already correct in the spreadsheet.
Numbers that don't survive the room
Win rate calculated one way in the deck and another way in the dashboard is how a sales review turns into an argument about methodology.
The story drifts toward the good news
Hand-built reviews tend to lead with what went well. A generated narrative grounded in the actual series doesn't get to choose.
How it works
Three steps, minutes of work
Export your pipeline
The CRM or spreadsheet export you already run — bookings, pipeline coverage, conversion by stage, CAC and payback. Structure is detected automatically.
Check how each metric was read
Confirm the interpretation of every column, with confidence scores, before any slide exists. Ratios and growth rates are computed in code, not by the model.
Review the business, not the formatting
Walk into the review with a deck whose every figure traces back to the export it came from — and a workbook to prove it if anyone asks.
Slide 2 of 8
Revenue momentum: MRR up 42% across H2
MRR · Dec 2024
$125,550
Verified · row 24Churn · Dec 2024
1.8%
Verified · row 24Every figure on this slide traces to a cell in the uploaded file — validated in code before export.
Conversion rates, coverage ratios and unit economics are calculated deterministically in application code and handed to the AI as fixed ground truth — the model narrates them, it never derives them.
Real output
A sales reviews deck this produced
Generated from 12 quarters of e-commerce revenue, margin and CAC under the Sales review preset — unedited, with every figure validated against the source file.
Sales growth is compounding, with efficiency gains across the funnel.
Revenue rose +192.6% to $5.09M, driven by higher AOV and conversion
Gross margin expanded +4.6 pp to 43.1%, outpacing expense growth
CAC fell 37.9% as conversion rate climbed 47.6% — marketing is working
Revenue nearly tripled in 12 quarters
Revenue grew from $1.74M to $5.09M (+192.6%)
Growth accelerated after Q3 2023, coinciding with higher marketing spend
Average quarterly growth: 10.3% compounded
Revenue compounded at 10.3% per quarter, reaching $5.09M in Q4 2024.
FAQ
Sales reviews — common questions
What data do I need for a sales review deck?+
A CRM or spreadsheet export covering the period under review: bookings or closed-won revenue, pipeline by stage, conversion or win rates, and ideally CAC and payback. Weekly, monthly and quarterly granularity are all detected automatically.
Are ratios like win rate and CAC payback calculated by the AI?+
No, and this matters. Derived metrics — growth rates, ratios, payback, net-new — are computed deterministically in application code from your data, then given to the model as verified ground truth. The AI writes the narrative around them; it never produces the arithmetic.
Can I run the same review every month or quarter?+
Yes. If your data lives in a Google Sheet or a hosted export URL, you can link it once and schedule a daily, weekly or monthly refresh that regenerates the deck and emails it with a summary of what moved.
Put verified AI reporting to the test
Upload your data and check the output against your own spreadsheet. Every number in the deck is validated in code — that's the point.