What is the Pipeline Coach?
The average day for a salesperson is overwhelming. Your pipeline is full of deals and competing priorities. The Pipeline Coach gives you control. Every day, Pod will analyze your pipeline and curate a list of deals (and related recommendations) for you to focus on.
Pod prioritizes the list of recommendations based on deal importance, recommendation impact, time sensitivity, and more.
It's like having a personal sales analyst by your side every day. The Pipeline Coach acts as your home pagei n Pod and the gateway to the rest of your workspace.
How to use the Pipeline Coach
Here is how the Pipeline Coach is structured to allow reps to understand how to manage their pipeline smarter.
Brief
At the top, you'll find the Brief. It summarizes what needs attention and why. It helps cut through noise by highlighting actions that are time-sensitive, high-impact, or tied to risk signals detected by Pod.
Structure
Recommendations are organized by time horizon, starting with Today and extending into the Next 7 Days. This makes it easy to plan your follow-ups, cadence, and deal work without constantly jumping between individual accounts.
Each recommendation card is structured as follows:
Deal name — The specific deal Pod suggests you focus on
Actions — A prioritized list of actions associated with that deal
Rationale — A short explanation of why Pod recommends focusing on this deal and the expected impact on overall deal health
Dive into deal details
By clicking on any card in the Pipeline Coach, you’ll be taken directly to the Account 360° Deal Coach page for the related opportunity.
Access the Pipeline Coach easily?
By installing the Chrome Extension, Atlas will be there every time you open a new tab.
Manager capabilities
As a workspace manager, you can access different views of the Pipeline Coach:
Your own active pipeline
Each rep’s pipeline, based on their respective active opportunities
A blended, prioritized view of all active deals across your team
This gives managers greater visibility into rep progress and where they can step in to help move deals forward.
When does Pipeline Coach help?
Atlas is your daily companion. Just open a new tab:
When you start your day - to tackle urgent tasks.
When you kick off the week - to prioritize important deals.
Before a meeting - to prep for a meeting and do some research.
After a meeting - to debrief and send follow-ups.
During the pipeline review with your manager
And much more...
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!