Documentation

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.

Revenue Engine Home: Persona Views & Operational Cards

How the Revenue Engine home adapts to your role: persona resolution and ?persona= previews, the chip strip, and the operational cards each leader sees.

Revenue Engine Masthead: Forecast Call, KPIs & Drill-downs

See what your sellers are calling: the forecast-call headline, KPI tiles and drill-downs, Forecast Rail inputs, quota pacing at plan rates and gap diagnosis.

The Revenue Flow Canvas: Bowtie, Currents & Stage Inspector

Read the live revenue lifecycle: Linear and Currents layouts, overlays, leak markers, feedback loops, and the Stage Inspector’s flow, metrics and next move.

Diagnostics & the Action Brief (Revenue Mechanic)

Turn engine signals into action: the Prescription band, a persona-worded Action Brief by time horizon, and Conversion analysis with stage-by-stage diagnosis.

Revenue Signals & the Loop: Did Our Advice Work?

Read the canvas signal rings and Stage Inspector evidence, track a signal, and see in the Intervention ledger whether the advice moved the metric.

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.

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: Your Weekly Priorities, Team Actions & Tasks

Work your week from one ranked list: AI-scored deal actions, your own tasks, meeting follow-ups and value actions, plus a team summary for leaders.

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 Playbook: Deal-Level Guidance

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

Pipeline Playbook: Team-Level Guidance

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

Revenue Playbook: Weekly Review Tabs & Plays

Run your weekly review from the Play·book: today’s ranked actions, a 45-minute daily routine, scenario plays and how the metrics connect.

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.

Outreach: Leads

Work leads across Focus, Pipeline, All leads and Accounts: reply triage, cadence filters, account cooldowns, AI drafting and CRM conversion.

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 four-layer diagnostic cascade, framework scores vs team, development goals, meeting analytics, and My Engine access.

Coaching: 1:1 Agenda Builder

Auto-build a 1:1 agenda from the rep diagnostic and the weekly cadence, add meeting-based talking points, then capture notes and action items.

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: Hierarchy, Region Teams and Functional Roles

Build the team hierarchy with region teams for regional reporting, and assign the functional roles that drive each user’s home page.

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, Insights

Connect individual mailboxes for Gmail/Calendar ingestion, review low‑confidence items, and monitor health.

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.

MCP Integration: External Tool Reference (101 Functions)

Reference for the 101 Revenue Engine functions AI assistants can use, plus approval-gated writes, durable jobs, prompts, resources and apps.