Next 7 days
Meetings this week
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Monday, July 20
Welcome back, Maya
Here is what changed across your team since your last review.
Team overview
Coverage
Briefings
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7-day history
Pipeline health score
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Pipeline health history is unavailable for this period.
Open tasks
From your connected CRM
Upcoming meetings
From your calendar
Revenue intelligence
Waiting for HubSpot dataCRM and pipeline health
Understand your CRM evidence, improve the sales process and review pipeline risk.
Pipeline comparison period
Overall health
30 day trend
Pipeline health score
0/ 100
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0 points vs previous period
Health trend
$0 at risk
Jul 5Today
Pipeline overview
The signals that need attention before your next forecast review.
0 vs prior
Overdue deals
0$0 past close date0 vs prior
Stalled deals
0$0 without momentumNo analyses
Qualification evidence
—Qualification framework · Across analyzed conversationsNo signals
Deals to review
0Open deals with recorded risk signalsForecast exposure
Risk by pipeline stage
Open value with a past close date or no meaningful activity.
OverdueStalled
Risk concentrationNo open value is currently at risk
Sales framework
0%
Qualification coverage
Evidence coverage across the selected framework.
Biggest coaching opportunityConnect conversation analysis to surface the next coaching opportunity.
Lead flow
0active leads
Lead stage overview
Select a segment to inspect its volume and movement.
Deal review
Deals with recorded risk signals
Review the evidence and your stage criteria before changing a deal.
0 dealsPrioritized by recorded risk
Buyer signals
Intent
See which accounts are showing interest and where your team should focus next.
Intent signals preview
Interested in Intent?
Tell us how to reach you and we’ll help you explore what’s coming.
Meeting preparation
Upcoming meetings
Walk into every customer conversation with the latest context, tasks and stakeholder map.
Briefing configurationGeneration policy, meeting selection, and my layout
On your calendar
Next 14 days
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Select a meeting to prepareQuill will bring together contact history, CRM tasks, stakeholder roles and an evidence-backed customer briefing.
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Meeting preparation
AI briefing
What to know
Relationship context
Contact history
Customer analysis
Conversation strategy
Sources and evidence
Conversation intelligence
Past meetings
Ended meetings appear here automatically while transcription and analysis continue.
0 analyses readyLoaded from this workspace
No reports match those filters
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Data Layer
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Connected workspace
Integrations
Connect the tools your team already uses and keep every customer conversation in sync.
0 connectedAcross 11 available apps
Connected-user access is enforced
Quill requests read-only delegated access and filters imported records to what the person who connected the source is permitted to view.
Workspace administration
Settings
Configure how Quill works for you and your organization.
All changes saved
Organization directory
Team
See who belongs to this workspace, how access is assigned, and which people make up each sales team.
Directory accessRoles and team membership are visible to everyone.
Organization members
Roles determine which Quill features and data scopes each person can use.
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Sales teams
Managers receive team-level meeting and workflow access only for teams they manage.
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Agent automations
Workflows
Turn data from your integrations into scheduled or event-driven updates for your team.
0Active workflows
0Total runs
0Destinations
Your workspace
0 workflows
My workflows
Create, edit and pause workflows that belong to you.
Build your first workflow
Give the agent a prompt, choose its data, then decide when and where it runs.
Shared standards
0 workflows
Team & organization workflows
Shared workflows are editable only when your role and team assignment allow it.
Sales Managers control workflows for teams they manage. Revenue Operations and organization administrators control organization-wide workflows.
Inbox
Notifications
Meeting analyses, workflow runs, and Sally responses that belong to you.
Your updates
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Sally
Northstar renewal strategy
3 messages · Updated just now
Sally can make mistakes. Review important deal decisions.