Sales review
Get your month in sales on one screen: deals won and lost, your biggest customers and who pays late.
npx skills add wellapp-ai/skills --skill sales-review
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
Give me the sales review of the month.
- Read the sidesSkill usedconfirm-my-company
- Settle the month
- Read the connections
- Read the deals (lines 1 and 2)
- Read the customers (line 3)Skill usedmeasure-once
- Read the late payers (line 4)
- A read that gave no figure
- CloseSkill usedclose-gate
- You get
June, still running: 3 deals won, 1 lost. Won deals total €21.4K, the lost one €7.2K, and Well does not record why it was lost. Your biggest customer is 47% of what you billed, and 3 invoices are overdue for €5.4K. Want me to chase the late payers?
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Money leak finder
Find double charges and price rises in your bank debits, each with the dates and amounts.
Receivables aging
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
Frequently asked questions
Does it read the deals of my CRM?
It reads Well's deals by the day they closed, and Pipedrive live by the day each deal was won or lost. Attio gives no won or lost date, so its deals are named as not dated and not counted.
Why does a lost deal show no reason?
Well does not store why a deal was lost, so the review says the reason is not recorded rather than guess one. A Pipedrive deal shows the reason filled in Pipedrive.
What if the month is not over?
The reply opens on a provisional line with the date of the read, and every figure covers the month so far.
Ask your first question today
Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.