Bring Your Business Operations to Any AI Assistant
Your SalesOps, RevOps, and other business teams can access trusted operational information directly from Claude, ChatGPT, Microsoft Copilot, or any MCP-enabled AI assistant.
AIdeaTracks provides governed business capabilities that combine your organization’s business rules, operational knowledge, and data into reusable application views. Users simply ask a question, while AIdeaTracks applies the appropriate logic and returns consistent, trusted answers.
Unlike asking an AI model to reason from raw data alone, AIdeaTracks executes predefined business logic through deterministic workflows, ensuring answers are repeatable, governed, and aligned with how your business actually operates.
AideaTracks
Your RevOps logic — recorded once, played perfectly every time
$2.22M of open pipeline, $1.22M weighted. Value is concentrated late — Proposal and Negotiation hold 12 of 15 deals and ~95% of the forecast — while only one deal sits in Prospect. Convert the seven Proposal deals and rebuild early-stage to protect next quarter.
Open pipeline excludes Closed Won and Closed Lost. Weighted amount = amount × probability ÷ 100; weighted forecast is the sum across open deals. Win rate is Closed Won ÷ (Closed Won + Closed Lost).
5 High and 5 Medium risk, leaving only 2 clearly healthy. Exposure is top-heavy: Pinnacle ($2.30M) and Helios ($1.52M) carry ~three-quarters of the $5.24M at risk, and both renew within ten weeks. Prioritize executive saves on those two first.
Tier by ARR: Enterprise ≥ $1M, Mid-Market $250K–$1M, SMB below. Risk is High when health < 40 or two of three signals fire (no login in 60 days, 4+ open tickets, no QBR in 90 days); Medium on one signal or health 40–59; Low otherwise.
5 of 12 accounts (42%) are quoted below the approved 20% floor, leaking $5,526 a year. Three deals discounted at 28% — Apex ($2,309), Pinnacle ($1,080), Cedar ($1,056) — make up ~80% of it. A tail problem, not systemic: route the five to Deal Desk, starting with Apex.
The approved maximum discount is 20% off list, so the floor price is the lowest allowed quoted price. Any account quoted below its floor needs a Deal Desk override and is counted as leakage — the per-seat shortfall below the floor, times the number of seats.
8 of 12 leads are clean and CRM-ready; 2 were rejected for a missing email or company and 2 flagged as duplicates. Names, companies, phones (E.164), countries (ISO), and lead sources were standardized first. The duplicates need a merge call; the rejects need their missing fields.
Email and company are required or the lead is rejected. Phones normalize to E.164, countries to ISO 3166 alpha-2, and lead source to an approved set. Leads dedupe on normalized email, keeping the earliest; invalid email formats are flagged.
This is a recording. Make your own.
Your ops team records the logic once — governed and versioned. Everyone else just presses play.