Every Sales Call.
Automatically Analyzed for Revenue Signals.
Sales Intelligence extracts deal-level data from every scored sales call — close rates, MRR contribution, service mix, promo usage, and the exact reasons deals were lost — without anyone manually entering data into a CRM.
Close Rate Trend
Win rate week over week, with month-over-month change on the headline numbers. Spot seasonal dips, the impact of a training program, or the moment a new script started working.
MRR by Week
Total monthly recurring revenue from closed deals, broken down by week. See which agents and which call types are driving revenue.
Sales by Agent
Won and lost call counts, close rate, and revenue contribution for each agent. Rank by any column to surface your top performers.
Service Mix & Plan Tiers
Which services and price tiers are customers signing up for most? Use this to tune offers, identify upsell whitespace, and brief agents.
Promo Usage & Price Points
Which promotions appear on won vs. lost calls, and how the monthly prices agreed on closed sales are distributed. Surface which discounts are closing deals and which are being offered unnecessarily.
Why Sales Were Lost
AI-identified primary and secondary objection reasons from lost calls — price, timing, competitor, indecision, and more — ranked by frequency, alongside the customer’s mood on the calls you lost.
Why Customers Said Yes
Sign-up reasons ranked by frequency, with the MRR behind each one and what is trending month over month — the other half of the loss analysis.
Business vs. Residential
Close rate, MRR, service mix and rejection reasons split by customer type, as the AI infers it from the conversation — because a business buyer and a household say no for different reasons.
Lead Source Breakdown
See which acquisition channels actually convert — no CRM field to fill in
When a prospect mentions how they found you on a call — a referral, a Google search, a promo code, a specific ad or campaign — the AI captures it as a structured lead source automatically. No agent has to log it, and no deal falls through because someone forgot to fill in a CRM dropdown.
Sales Intelligence rolls that up into a per-source breakdown: total calls and share of volume, close rate, and average MRR for every channel, side by side. See which sources bring in the most volume versus which ones actually close — and click into any source to hear the calls behind the number.
How the Data Gets There
Sales Intelligence does not require CRM integration or manual data entry. When a sales call is scored, the AI automatically extracts deal-level structured data from the transcript — the outcome, plan tier, services and add-ons, promotions mentioned, price point agreed, lead source, customer type, and the reasons they bought or didn't. Only calls scored on your Sales rubric are counted, every chart can be narrowed to sales, cancellation or support intent, and a call where a customer was talked out of cancelling is labelled Saved in the drill-down rather than Lost.
That data populates the charts automatically. Every bar, data point, or legend item on the page is clickable — drilling into it shows the individual calls behind the metric so you can verify the AI's extraction and hear exactly what was said.
Who Benefits from Sales Intelligence
For the Customer
When AI-identified loss reasons show pricing or messaging is consistently costing deals, the offer or script you hear on your next call has already been adjusted to address it.
For the Agent
You can see close rate and revenue contribution by agent, so you know where you stand and which of your sales conversations are actually converting.
For the Business
Close rates, weekly MRR, service mix, and AI-identified loss reasons are extracted automatically from every sales call — no CRM entry required to see what's driving or costing revenue.
Related
What Sales Intelligence Looks Like
Revenue Signals From Every Call — Automatically
No CRM entry. No manual tagging. Just score your sales calls and let Sales Intelligence surface the patterns. Book a demo to see it on your actual call data.
Request a DemoAvailable on Insights IQ and above.