How do I analyse my sales pipeline with iDBQuery?
Ask iDBQuery 'What's my open pipeline by stage and rep, and the weighted forecast for this quarter?' and it queries your CRM data live, computes stage-by-stage value and conversion, and returns a cited breakdown with every deal traceable to its record.
Pipeline analysis tells you what is in play, how it is progressing, and what is likely to close. iDBQuery turns your CRM into something you can just ask: - Connect your CRM database or export. - Ask 'What's my open pipeline by stage and rep, and the weighted forecast for this quarter?' - iDBQuery writes the SQL, aggregates deal value by stage, applies stage probabilities, and returns a cited breakdown.
A worked example: a sales leader asks 'Which deals slipped from last quarter, and what's the average time in each stage?' iDBQuery finds the pushed opportunities and computes stage velocity, letting you drill into any deal's record.
The differentiator is that every number traces back to the exact opportunity rows, so a forecast you present to the board is auditable rather than a dashboard you have to trust. Because iDBQuery builds one live model, you can join pipeline to closed-won revenue or marketing source in the same question, for instance win rate by lead source. Hand a broad question like 'why is this quarter's forecast down?' to the Analyst agent and it slices the pipeline by stage, rep and segment on its own, then reports the cited cause. Save the view as a live dashboard for a weekly pipeline review.
Updated 2026-06-22