> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# For sales

> Pipeline analysis, sales forecasting, and CRM data analysis.

Connect your CRM to Sourcetable to analyze pipeline health, forecast revenue, and identify opportunities.

## Example workflows

| Task | How to do it |
| - | - |
| Pipeline analysis | Connect Salesforce and ask "Show me pipeline by stage, rep, and expected close date" |
| Revenue forecasting | "Forecast next quarter's revenue based on historical win rates and current pipeline" |
| Rep performance | "Rank sales reps by quota attainment and show their deal velocity trends" |
| Lead scoring | "Build a lead scoring model based on historical conversion data" |
| Territory analysis | "Compare revenue per territory and identify underperforming regions" |
| Churn prediction | "Which accounts are most likely to churn based on engagement metrics?" |

## Key features for sales

* **[Connectors](https://sourcetable.com/docs/connectors/saas-integrations.md)** — Salesforce, HubSpot, PipeDrive, Intercom
* **[Machine learning](https://sourcetable.com/docs/data-science/machine-learning.md)** — Lead scoring and churn prediction models
* **[Forecasting](https://sourcetable.com/docs/data-science/forecasting.md)** — Revenue and pipeline forecasting
* **[Charts](https://sourcetable.com/docs/visualizations/overview.md)** — Pipeline dashboards and performance metrics
* **[Automated reporting](https://sourcetable.com/docs/ai/automated-reporting.md)** — Weekly sales reports that auto-update


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