Sales leaderboard
Make rep activity, call volume, conversion, and stale follow-ups visible every week.
- Uses
- HubSpotSalesforceFathomGoogle CalendarGoogle Sheets
- Delivers
- Leaderboard with wins, risks, stale deals, and coaching prompts.
Recipes
Sales recipe
Pipeline risk auditor
Find stale deals, missing next steps, renewal risk, and forecast drift before review.
Description
Pipeline risk auditor is for Sales, RevOps, and Founder teams that need to find stale deals, missing next steps, renewal risk, and forecast drift before review.
Luffy checks
HubSpot, Salesforce, Google Calendar, Gmail, Slack, or custom apps you set up.
Delivers
Ranked risk list with suggested follow-ups and owner actions.
Approval boundary
Read-only analysis; nudges and HubSpot/Salesforce edits can require approval.
Setup
Connect HubSpot or Salesforce and define freshness, stage, amount, and owner rules.
People also use
Related recipes
These pair with pipeline risk auditor when the same team needs adjacent work to run through Luffy.
CRM hygiene assistant
Keep contacts, stages, next steps, duplicates, and notes clean without manual HubSpot/Salesforce gardening.
- Uses
- HubSpotSalesforceSlackGoogle CalendarGranola
- Delivers
- Clean-up report, proposed field updates, duplicate merges, and stale-record list.
New lead researcher
Research, enrich, and route every new lead before it goes cold.
- Uses
- SlackGoogle SheetsHubSpotApolloLinkedIn
- Delivers
- Enriched lead summary, HubSpot note, fit reason, and recommended next action.
Sales call tracker
Turn call transcripts into HubSpot-ready outcomes, next steps, and sales coaching signals.
- Uses
- FathomGranolaGoogle CalendarHubSpotGoogle SheetsSlack
- Delivers
- Call log, updated tracker, objections, next steps, and daily digest.