Gen AI Reports — AI-Generated Revenue Insights

AI-Generated Reports From Your Conversations

Rafiki AI analyzes every call and generates comprehensive performance reports — scorecards, discovery effectiveness, win/loss analysis, and actionable coaching insights.

Rep Performance Analysis (2/23/2025 – 3/25/2025)

Generated on: 3/25/2025, 9:47:52 PM

Time frame: Custom (2/23/2025 – 3/25/2025)

Rep Summary

Scorecard Analysis

Discovery Effectiveness

Beth Jonston
Total Deals: 109
Won / Lost / Open: 7 / 11 / 98
Win Rate: 38.89
Total Amount: $56,270
Average Deal Size: $516

Beth's performance shows high deal volume (109) but low win rate (38.89%). Scorecards indicate strong demo and closing skills, but conversation metrics suggest over-talking. Improvement: Increase win rate, balance talk/listen ratio.

Beth's meetings uncover needs inconsistently. She asks questions (5.9 rate) but talk/listen ratio (36.28) suggests limited active listening. Improvement: Prioritize active listening, tailor discovery questions.

Darcie Moala
Total Deals: 4
Won / Lost / Open: 1 / 1 / 3
Win Rate: 50
Total Amount: $5,882
Average Deal Size: $1,471

Darcie demonstrates strong sales skills, particularly in closing and building rapport. However, she needs to improve probing for deeper understanding of customer needs and objections, and refine transitions during demos.

Darcie's discovery varies. She asks relevant questions but sometimes misses opportunities for deeper dives into customer business operations, marketing efforts, decision-making authority, and timelines.

John Anderson
Total Deals: 5
Won / Lost / Open: 1/5 5/0 0
Win Rate: 16.67
Total Amount: $11,327
Average Deal Size: $2,265

John's win rate is low (16.67%), with a high number of lost deals. Scorecards indicate strengths in personalization and salesmanship but potential weaknesses in objection handling during closing. Focus on improving win rate.

John's calls primarily involve leaving voicemails hindering his ability to uncover customer needs. Limited questions asked and a lack of active listening make it difficult to assess his effectiveness. He needs more live conversations.

Sarah Kim
Total Deals: 27
Won / Lost / Open: 12 / 6 / 9
Win Rate: 66.67
Total Amount: $142,800
Average Deal Size: $5,289

Sarah is a top performer with a strong win rate (66.67%) and high average deal size ($5,289). Scorecards show excellent discovery and objection handling. Opportunity: Replicate her talk tracks across the team as a coaching benchmark.

Sarah consistently runs structured discovery. She asks 12+ open-ended questions per call, maintains a 34% talk ratio, and surfaces pain points tied to business outcomes. Top-performer pattern: multi-thread early and confirm decision criteria.

Deal Win/Loss Analysis (2/20/2025 – 3/22/2025)

Generated on: 3/22/2025, 7:11:47 PM

Time frame: Custom (2/20/2025 – 3/22/2025)

Deal

Key Decision Factors

Stakeholder Analysis

Salmon Technology
Owner: May Tasse
Close Date: 2025-03-17
Stage: Closed Lost

The customer's primary pain point was generating used car leads. The discussed solution was the Techno Booking tool for website integration. The deal was lost due to concerns about ROI and conflicting reports from other dealers using the tool.

The key decision-maker was Glen, GM. His main concern was the effectiveness of the tool in generating leads and its cost. Managers Paul and Troy were consulted and appear to heavily influence the decision.

Kokanee Mktg Pvt Ltd
Owner: May Tasse
Close Date: 2025-03-12
Stage: Closed Lost

The customer's smaller size and limited cash flow were key factors in losing the deal. They needed guaranteed ROI, expressing concerns about the tool being a "maybe" during a slow period. They wanted proof of value before committing.

Key decision-makers were Mike (sales) and potentially Garrett (dealer). Mike expressed concerns about cost for their smaller store. Jordan, with prior experience, evaluated the tool's potential.

Mckeown Corporation Sales – January
Owner: Nathan Jones
Close Date: 2025-03-18
Stage: Closed Lost

The deal was lost despite initial engagement. The customer was concerned about fraud prevention. A demo was scheduled but follow-up is not evident in provided transcripts. The lack of further communication likely contributed to the loss.

Al (from Mckeown Corp Sales) was the primary contact. His main concern was fraud prevention. There's no evidence of other stakeholder influence in the provided data.

Revolution Group
Owner: Zack Thompson
Close Date: 2025-02-27
Stage: Closed Lost

The deal was lost despite initial interest. Key factors include internal leadership dynamics and lack of immediate budget. The customer sought solutions for lead generation and improved sales team performance.

Alex (new manager) was the primary contact, influenced by the CEO and finance. The value proposition aimed to improve sales and needed to demonstrate quick results. CEO held budget control.

Acme Corporation Sales – January
Owner: Nathan Jones
Close Date: 2025-03-18
Stage: Closed Lost

The deal was lost despite initial engagement. The customer was concerned about fraud prevention. A demo was scheduled but follow-up is not evident in provided transcripts. The lack of further communication likely contributed to the loss.

(from Acme Corp Sales) was the primary contact. His main concern was fraud prevention. There's no evidence of other stakeholder influence in the provided data.

Account Health Report (Q1 2025)

Generated on: 3/28/2025, 2:15:30 PM

Time frame: Q1 2025 (1/1/2025 – 3/31/2025)

Account

Health

Engagement Summary

Risk Factors & Recommendations

Acme Corp
ARR: $248,000
CSM: Lisa Park
Renewal: Jun 2025
Last Call: 3 days ago

92

12 calls this quarter with strong multi-threading (4 stakeholders engaged). Executive sponsor actively participating. Product usage up 34% QoQ. Champion confirmed expansion interest in latest call.

LOW RISK
No significant risks. Recommendation: Initiate expansion conversation — account is primed for upsell based on usage trends and champion signals.

Globex Industries
ARR: $186,000
CSM: Ryan Chen
Renewal: Apr 2025
Last Call: 18 days ago

61

Only 4 calls this quarter, down from 9 last quarter. Primary contact changed — new VP of Sales hasn't been onboarded. Last call mentioned "evaluating other tools" and raised concerns about reporting limitations.

MEDIUM RISK
Engagement declining, stakeholder turnover detected. Recommendation: Schedule executive alignment call before renewal. Onboard new VP with a tailored value review.

NovaTech Solutions
ARR: $312,000
CSM: Amy Torres
Renewal: May 2025
Last Call: 32 days ago

38

2 calls this quarter, both support-related. Champion (VP Ops) left the company in February. No executive engagement since. Last call mentioned budget review and "pausing to reassess" current vendor stack.

HIGH RISK
Champion departed, engagement collapsed, competitive evaluation likely. Recommendation: Escalate immediately — engage new executive sponsor within 2 weeks. Prepare retention offer and ROI recap.

Pinnacle Group
ARR: $94,000
CSM: Lisa Park
Renewal: Aug 2025
Last Call: 6 days ago

78

8 calls this quarter with consistent engagement. Product adoption steady at 72% of licensed seats. Recent calls focused on onboarding new team members and expanding use cases to the CS team.

LOW RISK
Healthy engagement with expansion signals. Recommendation: Propose CS team pilot — account is actively exploring broader adoption. Prepare a multi-department business case.

Reports you can generate

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Capabilities

Revenue intelligence at the speed of thought

Stop waiting days for analysts to compile reports. Rafiki AI's Gen AI Reports let anyone on your team generate comprehensive revenue insights by simply asking a question in plain English.

Natural language report generation

Type your question in plain English — "Why are we losing deals in the enterprise segment?" — and get a detailed, data-backed report in seconds. No SQL, no dashboards, no waiting.

Cross-conversation analysis

Rafiki AI doesn't just look at one call — it analyzes patterns across hundreds or thousands of conversations to surface statistically significant trends and insights your team would never find manually.

Trend spotting and anomaly detection

Automatically surface emerging patterns — competitor mentions spiking, objection themes shifting, pricing sensitivity changing — before they become problems. Stay ahead of market shifts.

Shareable and exportable reports

Share reports with your team via link, export to PDF, or push key findings directly to Slack. Keep everyone aligned with the same data-driven insights.

Use Cases

Reports your team will actually use

1

Win/Loss Analysis

Ask "Why did we lose deals over $50K last quarter?" and get a breakdown of the top objections, competitor mentions, and missing qualification criteria across all lost opportunities.

2

Competitive Intelligence

Generate instant reports on how competitors are being positioned in your deals. Understand which competitors are mentioned most, what prospects say about them, and where you're winning or losing.

3

Rep Performance Trends

Track how individual reps or teams are improving over time. See which talk tracks are working, where coaching is needed, and how methodology adoption is progressing across your org.

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Building revenue reports manually buries the insights your team needs