Documentation

Build your engine: the seven setup steps

What has to be in place before the numbers mean anything? The seven self-checking setup steps, from your deals and team to a first live sequence.

Quick Setup: Configure Revenue Intelligence in 3 Steps

Use the Quick Setup wizard to choose auto, manual or zero-config setup, enable features and set starting defaults.

Deal Health & Qualification Frameworks (MEDDPIC, BANT, SPICED)

Read the Deal Health tab: Action Brief, coherence, the four deal questions and MEDDPIC, BANT and SPICED scores, and how to raise them with evidence.

Opportunity Cockpit: Health, Strategy, People & Activity

Work a deal from one page: read health and risk, act on AI next best actions, map stakeholders, log activity and tasks, and build the executive narrative.

Glossary: revenue terms in plain words

What does this term mean? The revenue terms used in Summit53 and its guides, one plain sentence each, plus the words we use for honest data states.

For CROs and sales leaders: where to start

Where do I start as a CRO or sales leader? Your view of the Revenue Engine, the playbooks for your week, and the skills that prepare your meetings.

For RevOps: where to start

Where do I start in RevOps? Check setup, data quality and scope, learn the six checks for any answer, and find the screens and skills you'll use most.

For founders: where to start

Where do I start as a founder hiring my first seller? Write your bets, get real data in, invite your team and run your first weekly review.

For account executives: where to start

Where do I start as an account executive? Work the warmest leads and deals first, prepare for deal inspections, and handle a late competitor.

For customer success leaders: where to start

Where do I start in customer success? Read the renewal book, record value early, defend the at-risk accounts and prepare customer reviews.

Where is the engine stuck? Find it, fix it, check it

Where is the engine stuck? Find the first constraint, work it with a Fix playbook and check what changed after, in the app or from Claude and Codex.

Why is the number different from last week? Explain the movement

Why is the number different from last week? Explain a forecast move in four parts: level, movement, what moved it and what you can't see, ready for the call.

What should I actually do this week? Few actions, each with evidence and an owner

Monday, forty things need attention: which three? Plan four horizons with evidence and owners from the Action Brief, your weekly plan and My Engine.

Can I repeat this AI answer in the room? Six checks before you do

Can I repeat this AI answer in the room? Six checks: whose data, which window, does it add up, what it can't see, causal words, and what it changed.

Is this Commit deal real? Inspect one deal on evidence

Is this Commit deal real? Five evidence questions for any late-stage deal, worked through the opportunity cockpit and the deal review skills.

A competitor just showed up late: respond on evidence

A competitor showed up late. What do I say? Separate what you know from what they said, write the answer once, and check it's working.

Which region is underperforming, really? Coverage, quality and currency

Which region is really behind? Compare regions on coverage and deal quality in one currency, check who sells where, then run a territory review.

Board pack and QBR: what changed this quarter, and why?

What changed this quarter, and is it market or execution? Gather the quarter's evidence, then build the board pack and internal QBR from Claude or Codex.

Renewal review: which renewals are at risk, and how do we defend them?

Which renewals are at risk, and how do we defend them? Read the renewal book, prove one account's value, and prepare the defence and customer review.

The first 30 days: from first hire to a weekly rhythm

We've just hired our first seller: what now? A four-week plan from written bets and real data to your first weekly revenue review.

Revenue Engine home: one loop, a view for each role

What should I be looking at? One revenue loop with a view for each role: how your persona is chosen, the chip strip and the operational cards.

Revenue Engine masthead: will we make the number?

Will we make the number? Read your sellers' forecast call, pacing, coverage and KPI tiles, and see where the gap to quota comes from.

The revenue flow canvas: see where the loop leaks

Where is revenue leaking? Read the loop as volumes and rates, spot the first constraint on the canvas, and inspect any stage in the Stage Inspector.

Diagnostics: find your first constraint

Which problem do we fix first? Find the stage holding your revenue loop back, then read it in Diagnostics: the Action Brief and Conversion views.

Fix playbooks: work one constraint to a measured result

We know where we're stuck; now what? Run a Fix playbook on your first constraint, step by step, and see what changed after its measurement window.

Blueprint & Knowledge: test the bets your engine runs on

Are the bets your revenue engine runs on still true? Test your ICP, positioning, battlecards and methodology, and revise them with a reason.

Signals & the Loop: did our advice work?

Did our advice work? Track a signal from the Stage Inspector, then see what changed after in the Loop and the Intervention ledger, judged honestly.

My Engine: Your Personal Revenue Cockpit

The IC view of the Revenue Engine: personal masthead vitals, the Today Rail, Deal Spotlight, My Growth, Momentum streaks and your owner-only canvas.

Field guide: a daily pass over the Revenue Engine

What do I do with 45 minutes a day? The Revenue Engine Field guide: what to do now, a daily routine, scenario plays and how the metrics connect.

Forecast Command: Most Likely, Range & Confidence

Read the Forecast Command drill-down: your sellers’ projected landing, the Low–High range, the confidence badge and the inputs behind the forecast.

Quota Pacing: Attainment, Gap & Daily Target

Track quota pace on the Revenue Engine: attainment against the Expected marker, gap to close, daily target, team productivity and plan-rate attainment.

Revenue Engine Operating View: Segments, Sales Regions & Markets

Break ARR, win rate and pipeline down by segment, sales region or market, nest segments in regions, cross-tab markets, and fix Unassigned records in place.

Territory Analytics: Coverage, Gaps & Rebalancing

Find thin coverage and unbalanced territories: Territory Analytics health scores, coverage gaps, rebalancing ideas and reporting-currency totals.

ARR Growth Engine: Active ARR, Retention & FX

See active contract ARR, booked flow and NRR/GRR in one panel, split by segment, region or market, with growth at plan rates vs FX effect.

ARR Growth Engine: Quick Guide

A 5–10 minute walkthrough of the ARR panel: check the notices, read stock, flow and retention, then separate growth from FX.

Capacity Planning Workspace & Annual Planning Scenario

Test whether capacity can carry the plan: plan-fit and capacity-need modes, region and market groupings, ranked levers, and the guided annual planning scenario.

Capacity Scenario Planner: The Live Cockpit

Model whether your team can close the number: the verdict, the gap ladder, slider assumptions, the ramp-aware hiring plan and pipeline coverage.

Pipeline Explorer: The Flow Schematic

See where the pipeline sits and what holds it there: lane presets, health drill-downs, trigger overlays, the selection rail and Deal Details.

Pipeline Velocity: The Decay Meter

Spot deals going quiet before they slip: decay meter zones and axis, velocity readings, grouping, colour modes and the deal readout.

Opportunities: Find, Filter & Create Deals

Find any deal fast: search, filter and sort the Opportunities list, read the pipeline summary and Win% badges, and create new opportunities.

Risk Signals: Triage Stalled Deals & Qualify Out

Find stalled, poorly qualified deals, see what drives each Waste Score, act on risk triggers, and qualify out deals in bulk with a recorded reason.

Deal Health Score Explained

How the 0–100% Deal Health Score is built from qualification, stakeholder engagement, activity and forecast category, and what its bands mean.

Action Plans: what to work on this week

Which few things do I do this week? A short ranked plan from your deals, with lead work filling empty slots, plus team actions and your own tasks.

Meeting Capture: Record, Review & Attach Meeting Notes

Record or upload a sales meeting, review the AI summary and action items, attach them to the deal, and replay the call with coaching facts.

Opportunity Conversation: Draft with ContextIQ

Pick a sales play and draft deal-grounded emails, plans and battle cards with ContextIQ from any opportunity’s Conversation tab.

Deal guide: deal-level guidance on the opportunity

Open the Deal guide from any opportunity for a prioritised action list, a 10-minute daily check, deal scenarios and risk tactics.

Flow field guide: team-level pipeline guidance

Turn pipeline metrics into team action from the Field guide on Flow: ranked priorities, a five-minute daily review, what-if scenarios and risk.

Accounts: Find, Create & Manage Accounts

Find any account fast with search, filters and sorting, create accounts with clean location data, and edit or delete them from the account page.

Account Cockpit: Pipeline, Contracts, People & Insights

Work one account from a single page: open and weighted pipeline, contracts and delivered value, people, activity, execution health and stakeholder maps.

Account Intelligence: Health, Risk & Expansion Across Your Book

Spot at-risk accounts, expansion candidates and territory trends in one view, and learn how account health, churn risk and expansion scores work.

Contacts: Find, Create & Manage People

Find anyone fast, keep contact details and roles current, and see their logged emails and meetings: search, filter, create, edit and delete contacts.

Value & Impact: Portfolio, Contracts & Evidence

Find under-delivering and expansion-ready customers, check delivery evidence, and turn each deal’s promise into a measurable Value Contract.

Value & Impact: Quick Start

A ten-minute routine: filter under-delivering accounts, check the evidence behind each score, and fix weak Value Contracts.

Value & Impact: Definitions & Reporting Templates

Exact rules behind Value & Impact scores, categories, readiness, expansion type and renewal risk, plus board and QBR outlines.

Leads: who to work next, and the Focus queue

Who do I contact first today? Work replies, overdue and due-today leads first in the Focus queue, edit leads inline, and follow filtered links.

Outreach: Target Accounts

Work companies as buying committees: group leads into accounts, map roles and coverage, find stakeholders, pace touches and convert.

Outreach: Sequence Builder

Build outbound cadences: five starter templates, email and manual step types, merge fields, versioned publishing and cohort operations.

Outreach: Lead Import

Import prospect lists from CSV, TSV, or Excel. Generic and Apollo presets, column mapping, duplicate handling, and a validation preview.

Outreach: Events

Turn booth conversations into owned next actions: event setup and readiness, booth quick entry, attendee import, capture operations and follow-up.

Coaching: Manager Dashboard

Run the weekly team diagnostic: layer distribution, priority queue, framework and meeting-quality heatmaps, and the 13-week cadence.

Coaching: Rep Deep-Dive

Per-rep coaching view: the diagnostic cascade, framework scores vs team, goals, the coaching evidence history, meeting analytics, and My Engine access.

Coaching: 1:1 Agenda Builder

Auto-build a 1:1 agenda from the rep diagnostic and weekly cadence, add talking points, then complete the session to record coaching evidence.

Coaching: Quarterly Development

Review the quarter: goal health KPIs, per-rep cards, development goals, focus-metric progression, and diagnostic layer migration.

Settings: Revenue Intelligence Configuration Hub

The Settings hub: configuration status, fiscal calendar, reporting currency, exchange rates and every Revenue Intelligence configuration area.

Sales Periods: Fiscal Calendar, Period Selector & Pacing

Set your fiscal calendar and choose the right reporting period: presets, period labels and dates, and how the Expected and PACE markers use them.

Reporting Currency & Exchange Rates

Set the currency every revenue total is reported in, add monthly exchange rates or paste them as CSV, and read the FX footnotes on reports.

Quota Settings: Set, Manage & Import Quotas

Set quotas per rep, track attainment status, and use AI suggestions, bulk edit and CSV or Excel import.

Forecast Settings: Submit, Bulk Edit & Import Forecasts

Enter Pipeline, Best Case and Commit per person by period, with suggestions, bulk edit, CSV import and export.

Territory Settings: Markets, Segments & Assignment

Define territories by type, build a market tree of regions and countries, set TAM in its own currency, and assign accounts and reps.

Teams, roles & invites: who sees what

Who should see what? Invite teammates, accept invites into new or existing accounts, approve members, and set teams, regions and functional roles.

Custom Metrics (Preview)

A preview of custom KPIs: browse metric templates and try the editor. Metrics aren’t saved or used by dashboards yet.

ML/AI Configuration: Train Prediction Models

Check ML data readiness and train Win Probability, Revenue Forecast and Deal Velocity models for personalised predictions.

Data Quality Monitor: CRM Health for Forecasts & ML

Monitor CRM data quality: overall score, recommendations incl. geography and currency gaps, issues, early warnings and per-rep views.

Integrations: Overview & Setup

Connect ActiveCampaign, Salesforce, HubSpot, JobAdder, Google Workspace, Notion, Slack and the MCP Server, and read sync status at a glance.

ActiveCampaign Integration: Connect, Sync & Field Mapping

Import ActiveCampaign accounts, contacts and deals read-only: connect with an API token, run full or automatic incremental syncs and map fields.

Salesforce Integration: Credentials, Config, Sync, Mapping

Set up the Connected App, connect OAuth, configure sync and push‑back, and manage field mapping.

HubSpot Integration: Credentials & Connection

Connect HubSpot via OAuth: enter app credentials, authorise the account, and work with companies, contacts, and deals. Sync and field mapping coming soon.

JobAdder Integration: Connect, Sync & Import Opportunities

Connect JobAdder via OAuth, preview and selectively import opportunities, run background syncs, and map owners to Summit53 users by email.

Spreadsheets: CSV/XLS Import & Mapping

Upload, preview, map columns and stages, and import opportunities in minutes.

Google Workspace: mailboxes, review and nightly sync

Is the deal quiet or just unlogged? Connect every seller's mailbox, review uncertain matches, and spot a mailbox that has quietly stopped syncing.

Notion Integration: Deal Rooms, Account Pages, and Sales OS Sync

Connect Notion to create deal rooms, generate account intelligence pages, and optionally sync into the Notion Sales OS template.

Slack: Connection, Settings & Activity

Install the Slack app, configure notifications and slash commands under Settings, and preview Activity monitoring (coming soon).

MCP Integration: Setup Guide for Claude, Codex, ChatGPT & AI Assistants

Connect Claude, Codex, ChatGPT and other AI clients to the Summit53 Revenue Engine: the Summit53 plugin, OAuth setup, scopes, action approvals, jobs and troubleshooting.

MCP Integration: User Guide for Sales Teams

Use the Summit53 Revenue Engine through compatible AI assistants to diagnose, decide, act, and preserve evidence across the Figure-Eight loop.

Summit53 skills for Claude and Codex

Which Summit53 skill should I use? Every skill in the plugin for Claude and Codex: what to ask, what it reads, what you get and what it won't do.

MCP Integration: External Tool Reference (102 Functions)

Reference for the 102 Revenue Engine functions AI assistants can use, plus approval-gated writes, durable jobs, prompts, resources and apps.