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Deal inspector
By Context Template Sales and customers
Checks each deal against MEDDIC, BANT or your own process and shows what is missing.
What it does
Pick a qualification framework or describe your own. For each deal it reads the record, notes and emails, marks each criterion as supported, weak or missing, and cites the evidence.
Output is a sheet per pipeline review, plus a short note per deal for the rep.
How to use it
- 1Choose the framework.
- 2Point it at a pipeline view or a list of deals.
- 3Open the sheet and the per-deal notes.
Built from
Connectors
Workspace features
- Data sourcesAnswers from connected documents with the source cited.
- DriveFiles it produces land in your workspace Drive.
More in Sales and customers
Pipeline, accounts, calls and the people who buy from you.
Runs inside your perimeter, under your permissions.