Has AI also made your Monday pipeline review less painful?
I'v been running the revops for a mid-market SaaS team now for a couple of months now we have about 14 reps across two segments. My sunday nights still means pulling the pipeline and cleaning up stages reps haven't touched. Then I always have to rebuild the slide leadership expects Monday morning every flippen week.
By the time we're in the meeting, half the conversation is an argument over commit vs best case. The CRM has it in one bucket, while the rep walks in calling it something else. I end up sitting between them trying to work out what changed.
I keep hearing about teams using AI for this, but most explanations stop at better forecasting. I want the boring details like:
- Where does the rundown show up for the team?
- What gets pulled and summarized before the meeting, and does everyone see the same version?
- If the person in ops is out, does the routine still run?
Most important, what do you still check before leadership sees it? The judgment call can stay with us. I want Monday spent talking about deals instead of Sunday spent assembling the deck.