Get a weekly pipeline and forecast report from an AI agent
A Monmo agent can build your sales report every week. On Monday at 8:00 it reads the open deals in Salesforce, compares them with last Monday's snapshot and writes what is new, what moved, what stalled and what slipped. It adds a forecast by month and the deals most at risk, and delivers a slide deck or a document before the pipeline meeting.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
How the agent does it
- 01
You decide what the report answers
Decide the day, the time and the questions: every Monday at 8:00, open pipeline by stage and by owner, the forecast for the quarter, deals closing this month. The agent repeats that list back before it starts.
- 02
It reads the pipeline
The agent reads the CRM without asking, through the Salesforce connection or in its own browser where the connection falls short. It pulls every open opportunity with its stage, amount, close date, owner and last activity, and saves a dated snapshot in the Library.
- 03
It finds what moved since last Monday
This Monday's snapshot is set against the previous one. Eleven new deals, six that moved a stage, four with a later close date and nine with no activity for fourteen days appear as differences, not impressions.
- 04
It checks that the totals agree
Its pipeline total is compared with the figure in the CRM's own report. If the two differ, for example because one deal has no amount, the report explains the gap instead of hiding it.
- 05
It builds the forecast
Open deals are weighted by stage with the percentages you gave it, then grouped by month. The report shows committed, likely and upside against a quarterly target of, say, $600,000, and names the five deals that carry most of it.
- 06
It writes the report and a summary
The result is six slides in Google Slides or a two-page document: headline numbers, what changed, the forecast, risks and a question for each owner. A short summary for the sales channel in Slack is drafted alongside.
What is ready before the pipeline meeting
- Headline numbers: open pipeline, weighted forecast and the gap to target
- What changed since last week: new, moved, stalled and slipped deals, by name
- A forecast by month, with the stage weightings shown
- The deals at risk, each with its last activity and a question for the owner
- A dated snapshot in a spreadsheet, so next week's comparison has a baseline
When it asks you
The agent reads the CRM and builds the report without asking, and keeps the files in the Library. Posting the summary in Slack, emailing the report or creating the deck in a shared Google Drive is a send or a write, so it asks first. This job changes no CRM records.
How to ask
- Every Monday at 8:00, build the pipeline report from Salesforce: new, moved, stalled and slipped since last week, plus the forecast for this quarter. Six slides.
- Which deals due to close this month have had no activity in 14 days? List them by owner with the amount and the last email.
- Compare this quarter's win rate and average deal size with last quarter, by lead source, and put the result on one slide.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent build sales reports from CRM data?
Yes. A Monmo agent reads the opportunities in your CRM, compares them with the previous week, calculates a weighted forecast and writes the report as slides, a document or a spreadsheet. As a routine it can have the report ready every Monday morning. Reviewing the numbers and deciding what to do about them stays with you and the team.
How does the agent forecast sales?
It uses a method you can check: each open deal's amount multiplied by the probability you assign to its stage, grouped by expected close month. The weightings are printed in the report. It does not predict which deals will close, and the forecast is only as good as the close dates and amounts in the CRM.
Can it report from HubSpot or a spreadsheet instead of Salesforce?
Yes. The same report can be built from HubSpot, from another CRM in the app directory, or from a pipeline kept in Google Sheets or Excel. Tell the agent where the data lives and which columns hold stage, amount, close date and owner. On the first run it confirms those with you.
Who receives the weekly sales report?
You do, first. The report arrives in your chat with the agent and is saved in the Library. If you want it posted in a Slack channel or emailed to the sales team each week, the agent prepares the message and asks before it goes. You see the wording and the recipients on the card.