Agent
Reporting
Reconciles CRM, billing and call evidence into a weekly revenue report the CRO can defend line by line.
Approval
Last run
31 Aug 2026 ·
Reads
Can
The workflow
Top to bottom, exactly as it runs. Dry Run walks it against the last run's trace, a step at a time, writing nothing.
From the last run · 31 Aug 2026
What this agent actually produced, the action it is asking for, and the evidence each one rests on.
This week's revenue report
reportWaiting on youFound
The pipeline is worth $1,774,000 once the evidence is taken into account, not the $1,924,000 the CRM shows. The CRM is $113k too high, and most of that is Endframe: what the CRM records about it is not what the evidence shows.
This is the number to take into the forecast review; the CRM's will not survive the questions.
Of that, $553k is what the team would commit to and $984k is the best case if everything lands.
Evidence
Endframe · Enterprise deployment
reportWaiting on youFound
The evidence says: Buyer ended procurement; rep says dead. The whole amount comes out.
This is why the reconciled number is lower than the CRM's for Endframe.
Next step
Set stage to Closed Lost
The buyer ended procurement to build in-house, and the rep confirmed the opportunity is dead.
Evidence
Quota
$2.4M
Commit
$553k
Best case
$984k
Open pipeline
$1.77M
Weighted pipeline
$806k
Coverage
0.8×
Win rate
35%
Avg cycle
84 days
against the
0.8× of 3.0×Forecast vs CRM forecast
The CRM is $113k too high, and most of that is Endframe: what the CRM records about it is not what the evidence shows.
Forecast by rep
Pipeline by stage
Expected close by month
How these are computed
Definitions: qualified from Proposal; weights per stage (Discovery 10%, Technical Validation 25%, Proposal 45%, Security Review 55%, Negotiation 75%); coverage target 3.0×; closed-won requires an invoice.