Actioner turns the messy reality of emails, calls, and CRM activity into a weekly Forecast Brief—what will close, what won't, and why. You get a clean exceptions list and the evidence behind every number.
Committed $3.4M · AI confidence: High
Exception: Close date slipped
"Legal won't review until next week" — email thread
Risk: Champion disengaging
3 missed meetings · sentiment trending down
Divergence: Rep vs AI
Rep: Commit · AI: Best-case (missing mutual plan)
The Challenge
You're accountable for the number—but the truth lives across calls, emails, and tribal knowledge. By the time you learn what changed, it's too late to save the quarter.
Stages and close dates shift quietly. You don't know what to believe until a deal slips—or dies.
Procurement pulled in, security raised, champion went dark—these signals show up days or weeks before they hit your forecast call.
Managers ask "what's happening?" Reps give stories. Without receipts, coaching turns into opinion and optimism.
RevOps nags, reps resist, and the CRM stays stale. You're still expected to run the business on it.
Actioner combines CRM data with real customer interactions and produces a Forecast Brief with receipts. It highlights exceptions, risks, and confidence—so you can intervene early.
A roll-up view you can defend: what changed, what's at risk, and why Actioner believes each deal will—or won't—close.
Your 1:1 agenda, written by AI. Walk in knowing which deals need help and the exact conversation to address.
See where rep confidence diverges from AI confidence—so you know exactly which deals to inspect before the number is locked.
Daily Wins
Less interrogation. More intervention. Actioner delivers the signal, so you spend your time coaching and closing.
Actioner summarizes what changed since last week and what needs attention—before your forecast call begins.
Only the deals that changed, slipped, or raised new risk show up at the top.
Every insight links to the actual quote—email thread, call snippet, or note.
Not "deal is risky"—but "here's why" and "here's what to do now."
Stop asking "what's happening?" Start asking the right question with evidence.
The top exceptions and coaching prompts per rep are ready before the meeting.
What the customer said, what the rep replied, and what's missing—no guessing.
Follow-ups become tasks with owners and due dates automatically.
Deal shows activity, but no budget owner mentioned across any thread.
Rep said "awaiting feedback," but no next meeting scheduled.
When the board asks "will we hit the number?", you can show the evidence behind the forecast—deal by deal.
Actioner summarizes the "why" for each commit deal in plain English.
Track how accurate the AI has been over time—so confidence is earned, not declared.
Every forecast change is linked to the interaction that caused it.
AI agrees on 11/14 commit deals. 3 deals flagged with new risk (legal, budget, missing plan).
Every Monday, Actioner delivers an Sales Leader Brief—a prioritized list of which accounts need attention, why, and what to do about them. No digging required.
Biggest risks and opportunities surface first. Know where to spend your time.
Each item includes what happened, why it matters, and what to do next.
Every insight links to the source—QBR recording, email thread, support ticket.
This week: 3 accounts need immediate attention. Summit Financial shows churn risk signals—schedule executive alignment. Meridian has strong expansion potential worth $85K.
Ops team wants 50 seats. Set up expansion call with Marcus Johnson.
New CFO reviewing vendors. Schedule exec alignment before renewal.
45 days out. Champion confirmed but EB not engaged yet.
Get your first Sales Leader Brief in minutes—then run forecast and coaching on evidence, not optimism.