Executives demand faster, more reliable revenue insight, but incomplete or inconsistent pipeline data makes forecasting a gamble. Co-Pilot In-App Guidance ensures reps capture the right information at the right time, driving clarity and predictability.

Use Case: Opportunity Qualification Enforcement

• Industry: Technology Sales / B2B Enterprise

• Scenario: Reps often advance deals without full qualification, leaving executives guessing on revenue accuracy. In a fast-moving environment, missing key qualification criteria can distort forecasts and delay executive decisions.

• Business Challenge: Incomplete deal information, inconsistent qualification standards, inaccurate pipeline reporting, delayed forecasts.

• Solution with Co-Pilot: Aggressive Alert guides reps before moving opportunities to forecasted stages. Enforces required fields for deal size, decision-makers, and expected close date.

• Guided Actions:

1. Prompt rep to verify all qualification fields.

2. Highlight missing stakeholder info.

3. Suggest actions if criteria not met (schedule discovery call, assign secondary owner).

4. Require acknowledgment before stage change.

• Result: Deals cannot progress without verified qualification, ensuring cleaner, actionable data.

• Impact Summary:

  • 35–50% improvement in forecasting accuracy

  • Faster executive decision-making

  • Reduced risk of lost revenue from misjudged deals

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  • Visualizes missing deal data

  • Alerts guide reps step-by-step

  • Dashboard reflects validated forecast

  • Immediate revenue clarity

• CTA: Try Co-Pilot In-App Guidance free for 30 days.

Use Case 2: Pipeline Data Completeness

• Industry: Financial Services / Professional Services

• Scenario: Reps struggle to capture detailed opportunity info, leaving managers with incomplete pipeline snapshots. Delays in data entry or skipped fields reduce forecasting reliability.

• Business Challenge: Partial or delayed updates, inconsistent opportunity notes, unreliable reporting.

• Solution with Co-Pilot: Passive Sidebar prompts and reminders appear contextually when reps access opportunities with missing critical fields.

• Guided Actions:

  1. Flag missing fields: product interest, expected revenue, timeline.

  2. Suggest values from prior similar deals.

  3. Provide optional inline tutorials for complex fields.

• Result: Reps enter complete, validated data consistently.

• Impact Summary:

  • Faster, accurate reporting for leadership

  • Reduced data entry errors

  • Improved forecasting confidence

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  • Sidebar reminders in action

  • Inline tips for complex fields

  • Clean, complete pipeline data

  • Faster leadership review

• CTA: Try Co-Pilot In-App Guidance free for 30 days.