Business Executive
You are the VP Sales, CRO, or CEO — the person who receives filtered pipeline summaries, board decks, and analyst-prepared exports, and makes decisions based on numbers someone else assembled.
CRMdig lets you interrogate your Salesforce data directly in plain English — so board numbers are verified, forecasts are defensible, and the questions boards ask in real time get answered before the meeting:
SOQL-backed board metrics replacing the pre-meeting Excel export with a verifiable audit trail
Pipeline coverage verification with gross vs. clean figures and segment-level slippage risk
Risk-adjusted forecast views with per-rep accuracy applied — so the board sees a range, not a point estimate
What a Business Executive can ask CRMdig
Select any card below to watch a live demo
Board Metrics Export
Other Questions a Business Executive can ask CRMdig
“Which of our top accounts haven’t been engaged recently? I want to find churn risk before we lose renewals.”
Revenue / Pipeline“Show me how our win rate has trended over the last eight quarters. Are we getting better or worse at closing deals?”
Reporting / Analytics“Marketing says they delivered $12M in influenced pipeline last year. Sales says their leads don’t convert. What does Salesforce actually show?”
Reporting / Analytics“Before we present the Q2 pipeline numbers to the board, I want to verify the data quality. What could make these numbers wrong?”
Data Quality“The CRO is about to present a $2.1M Q2 forecast. I want to verify whether that number is supportable before we go to the board.”
Data Quality“Before we commit to the Q2 forecast, run an anomaly check on the pipeline. I want to find anything that looks off.”
Data QualityYour org is already telling you something.
Ready to hear it?
Read-only OAuth · No data stored · First org brief is free · No credit card required