Sales Operations Analyst: the all-in-one AI plugin

Skills for sales operations analysts 17

• sales performance analystCleans sales data, then calculates win rates, benchmarks, and dashboards, like showing conversion by rep last quarter.
• crm sales intelligence analystTurns raw CRM exports into segmentation, lead scores, and churn risk, like ranking 500 open leads by close likelihood.
• forecast builder with approvalsBuilds forecasts with scenarios and accuracy checks, like modeling best, likely, and worst cases for Q4 revenue.
• crm data interpretation assistantReads CRM figures into funnel, CLV, churn, and campaign insights, like explaining why renewal rates dropped in March.
• sales data coachProduces cleaned datasets, visualizations, and coaching plans, like a rep-by-rep report on stalled opportunities.
• sales process optimizerOptimizes pipelines and lead scoring and drafts training material, like a proposal for a faster qualification stage.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 26

• CRM Data Quality Basics3 prompts, like Draft CRM Data Standards
• Sales Dashboard Building3 prompts, like Select Sales Dashboard KPIs
• Sales Performance Analysis3 prompts, like Summarize Sales Performance Trends
• Revenue Forecasting Support3 prompts, like Build Forecast Scenario Model
• Sales Process Optimization5 prompts, like Map the Current Sales Process
• Sales Tool Administration3 prompts, like Compare Sales Automation Tools for Business Case
• Territory Planning And Design3 prompts, like Draft Territory Design Principles

Apps you can build with AI 8

• Evidence-backed data analysis and reporting workspaceBuild this to cut the time from raw data to a source-linked report, with every number traceable. Demo included.
• Evidence-backed search and dashboard workspaceBuild this to stop tool switching and manual queries while keeping each reported number traceable. Demo included.
• CRM maintenance serviceBuild this for ongoing CRM updates that clearly separate confirmed facts from assumptions. Demo included.
• Sales data and pipeline coordination portalBuild this to cut manual re-entry and keep one traceable record from question to outreach to pipeline. Demo included.
• Plain-language data insight and dashboard workspaceBuild this to reduce reliance on rented BI tools and analyst queues, with data staying in your environment. Demo included.
• Evidence-backed dashboard and anomaly reporting workspaceBuild this to replace tool sprawl with one owned workspace for dashboards and anomaly evidence. Demo included.
• Sales territory account overlap deskBuild this to settle territory ownership questions with evidence instead of opinion. Demo included.
• No-code operations automation and analysis portalBuild this to run routine operations workflows and reporting in one owned portal, not several subscriptions. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Dormant Deal Evidence Refresh Agent". Each one also has a guided set-up with sample data on its page.

• Dormant Deal Evidence Refresh AgentA forecast that reflects real buyer evidence.
• Sales Contract Data Handoff AgentCRM records that match the signed order exactly.
• Sales Territory Record Quality AgentEvery account assigned by the territory rules.
• Executive Dashboard Anomaly Check AgentOnly real changes in the numbers reach the leadership meeting.
• Forecast Backtest and Refresh AgentForecasts that improve over time because every method is tested on the same history
• Partner Pipeline Revenue Forecast AgentA partner revenue forecast built only from live deals and tied to the CRM
• Sales Pipeline Coverage Gap AgentPipeline coverage gaps are found and addressed while there is still time to fix them
• Sales Process Stage Audit AgentEvery open deal sits in a stage it has earned, so forecasts are honest
• Regional Performance Review Prep AgentA regional review pack with checked numbers and clear drivers for each miss
• Sales Cybersecurity and Data Handling Check AgentOnly the right people have access to sales tools and customer data
• Sales Script Test AgentScripts change only when a tested version beats the current one
• Lead Source Quality Review AgentThe lead budget goes to sources that produce revenue

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• MCP Analytics serverAsk your AI to run real statistical analysis on your data and get back a chart-filled report you can cite. No install needed.
• Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.
• Metabase MCP serverAsk your AI to explore Metabase dashboards, run safe SQL queries, and explain your data in plain words.
• MCP DashboardsYour AI can turn plain numbers into interactive charts and dashboards right inside the chat.
• Google Sheets MCP serverLets your AI read, write, and format your Google Sheets for you, right from the chat.
• chartlink MCP serverYour AI can build charts, maps and tables from templates and hand you a link that updates when the data changes. Official. No install needed.
• LogiSheets MCP serverLet your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open. Official.
• DatI MCP serverLets your AI ask questions of your company databases in plain English and get answers back. No install needed.
• DataCharter MCP serverLets your AI query your files and databases locally, with only the columns you allow and private details hidden.
• Capsule CRM MCP serverConnect your AI to Capsule CRM so it can look up contacts, deals, projects and tasks for you.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.

Your Grok Bot team 12

• RevopsDesign and optimize revenue operations, lead lifecycle, scoring, routing, and CRM automation.
• Salesforce AutomationAutomate Salesforce CRM tasks: leads, contacts, accounts, opportunities, and SOQL queries.
• Odoo Sales Crm ExpertConfigure Odoo CRM pipelines, pricelists, and quotation templates with step-by-step instructions.
• Zoho Crm AutomationAutomate Zoho CRM record creation, search, update, and lead conversion via Rube MCP.
• Data AnalystAnalyzes numerical data to find trends, compare metrics, and produce statistical insights.
• Kpi Dashboard DesignDesign KPI dashboards that drive business decisions with proven patterns.
• Dashboard DesignBuild scannable analytics dashboards with modular cards, KPI hierarchy, and muted backgrounds.
• Forecast Accuracy ReviewEvaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.
• Cash Flow ForecasterBuilds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.
• Sales Enablement PackBuilds one-pagers, battlecards, and objection handling docs from product information whenever sales collateral is needed.
• Prospecting botResearches accounts and builds outreach lists using CRM data and public content.
• Startup Metrics FrameworkTrack and optimize startup KPIs from seed through Series A.