Revenue leaders don't need more AI. They need answers. Fast, accurate, actionable. That's what we learned from you.
We kept hearing the same frustrations. Questions you can't answer. Forecasts you can't defend. Variance you can't explain. Hours wasted trying to piece it together.
You asked for it. We built it.
This fall, three new capabilities: Forecast Headlines, SalesAI Multi-Record Analysis, and Waterfall Charts. Each one turns your hardest questions into clear answers.
Headlines: See Risks Before They Cost You the Quarter
You're reviewing deals one by one. Checking rep updates. Hunting through stale CRM data. Then Thursday hits and a deal you thought was solid falls apart. Now you're explaining to your VP what went wrong.
And every week, you face the same questions: 'What's threatening our commit? Which deals are actually at risk? How much revenue is on the line?'
Headlines answers those questions. It surfaces your top three risk categories. Like engagement issues, compliance concerns, and contractual problems. Ranked by total deal value at stake.
How Headlines works:
- Runs on real engagement data. Emails, meetings, calls. Not stale CRM fields from weeks ago.
- Surfaces risks automatically. No digging through individual deals.
- Shows you what matters. Click any headline to drill into opportunities and see what's driving the pattern.
Know what's breaking before anyone asks. Fix it while there's time. Call your number without crossing your fingers.
Multi-Record Analysis: Ask Once, Understand Everything
Monday morning. You need to prioritize your team's deals. So you're opening accounts one by one. Comparing notes. Exporting data. Three hours later, you’re still unsure which deals need attention.
The questions don't get easier: 'Why is one account accelerating while another stalls? What's blocking our deals in negotiation? Which accounts need intervention first?'
We built SalesAI Multi-Record Analysis to answer those questions. Ask questions across multiple accounts and deals. Compare trends. Rank opportunities by risk. Identify which deals share the same challenges. All in seconds.
How Multi-Record Analysis works:
- Answers from complete deal history. Activity data, CRM fields, stakeholder profiles, scorecards, public filings. All synthesized in seconds.
- No manual work. No exporting. No pivot tables. No waiting for analysts.
- Works where you work. Get accurate insights across every record you select without leaving your workspace.
Compare deals instantly. Know which accounts need intervention. Get clear direction on what to do next.
Waterfall Charts: Visualize What Changed and Why
Variance calls. Just reading that makes you tense up. Your VP wants to know why the forecast dropped. You're building a spreadsheet from memory. Texting reps at 11 PM. Burning hours to explain variance. You still can't point to what needs attention next.
Every forecast call, you're asked the same thing: 'Why did our forecast change? What moved and why? Which deals are driving the variance?'
Waterfall Charts answer those questions. Visualize week-over-week within your current quarter. Business events break down automatically. Slipped, lost, new, won, and more. Quantified by revenue and deal count. See what moved, why it moved, which deals are driving impact.
How Waterfall Charts work:
- Work out-of-the-box. No setup. No configuration.
- Click for details. Access underlying data with every opportunity, close date, next step.
- Create one source of truth. Every stakeholder sees the same story.
See exactly what moved and why. Click for the deals behind each change. Walk into forecast calls with the complete story.
What's Next
We're grateful for every conversation that challenged us. Every piece of feedback that pushed our thinking. Your partnership makes us better. This is our way of saying thank you. We're giving you back time, clarity, and confidence.
These capabilities are live now. This is just the beginning.
Already a People.ai customer? Talk to your account team. Not a customer yet? See it in action. Request a demo.