– Which reps are logging calls but not advancing deal states – and how long has that pattern been going on?

– Which deals have the highest close risk right now?

– What’s the full history on this account – and what should I know about their industry and recent company news before this call?

– What did we discuss in the last 3 meetings?

– Which accounts are missing key fields like Industry or Annual Revenue - and how many are there by record owner?

– What does our lead conversion rate look like by source over the last 6 months?

– What flows are active on the lead object and what do they do?

– What validation rules exist on Opportunity and what are they checking for?

– How many open opportunities have had no stage movement in the last 45 days?

– Which custom fields are supposed to drive our forecast but are frequently left blank?

– What objects have the most complex business process and automation built on them? How much are they actually being used?

– What does adoption look like by role in this org?