Deal Reviews · RevWorks Basic + AI

Walk into every deal conversation knowing what the data shows.

Stop interrogating reps for status. Start coaching from a position of knowledge. Full deal context, AI risk flags, methodology alignment—all inside Salesforce.

What changes

From interrogation to coaching.

Full deal context

Activity history, stage progression, methodology compliance—every signal in one view.

AI risk flags

Stalling deals, missing next steps, engagement gaps—surfaced before the meeting starts.

Side-by-side comparison

Prioritize and allocate resources across deals without juggling tabs and reports.

How it works

Two layers of deal context.

01 · Opportunity detail

Insights, history, activity, methodology—one panel.

Every tab the manager needs in a single view. No app-switching mid-meeting. Walk into the conversation knowing what the data shows.

Acme Corp Renewal · $420K · Commit
Close: Mar 28
Insights History Activity Sales Process
⚠ Champion engagement weak

No activity from primary champion in 8 days. Two stakeholder meetings logged with secondary contacts only.

✓ Pricing approved

Procurement signed off Mar 12. Quote sent Mar 14.

23
days in stage
12
activities logged
Mar 28
close date
02 · Methodology alignment

Stoplight on every deal. Field-level detail on every stoplight.

MEDDPICC, SPICED, BANT, or your custom methodology—visible at a glance, with field-level detail on what's strong, weak, or missing.

Sales Process · MEDDPICC
M Metrics Quantified ROI in proposal
E Economic Buyer VP Finance confirmed
D Decision Criteria Documented but not signed off
D Decision Process Procurement step unclear
P Paper Process MSA executed
I Identify Pain Three pain points named
C Champion 8 days quiet · escalate
C Competition One competitor still in
AI in Deal Reviews · RevWorks AI

AI that scores the deal and writes the briefing.

Two AI features live in Deal Reviews — both grounded in your live Salesforce data. For the philosophy, see Akoonu's AI page.

On-demand · Opp Scoring

Deal health scores grounded in your data—not a black box.

Every opportunity gets a score built from your methodology, activity data, and stage progression. When the score changes, Oonu can tell you why in plain language. No mystery weighting. No vendor-trained model guessing from everyone else's pipeline.

SCORING Viability Position Timing Amount Methodology Engagement
Narrative Methodology Timeline Contacts History 2026-03-15 Pricing discussion with no objections 2026-04-09 All terms approved pending legal review 2026-04-09 Implementation planning initiated with 5 stakeholders SENTIMENT PHASES Feb-Mar 2026 BUILDING Standard progression through qualification and proposal stages April 2026 VERY POSITIVE Executive approval and implementation planning initiated
Autonomous · Deal Review Agent

The 1:1 briefing, written before the meeting.

For each rep's deals, the agent assembles a short briefing: risk signals, methodology gaps, coaching prompts, suggested talking points. Managers walk into 1:1s already knowing what to focus on — and what to ask.

Where Deal Reviews fits

The 60-second deal prep, every time.

Wednesday · 1:1

Manager preps in 60 seconds. Risk flags surfaced. Methodology gaps visible. Coaching starts at the deal, not the data gathering.

Thursday · Deal desk

Full context for pricing decisions and structural exceptions. Decisions grounded in data, not rep narrative.

Connected to the rest of the platform.

Pulls live data from Pipeline, methodology config from Sales Methodology, and AI guidance from Oonu.

See Deal Reviews in action.

Part of RevWorks Basic and RevWorks AI.

Trusted by revenue teams at

HoneywellThalesAvery DennisonTeamworksKOREStreetLight Data

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