Sales / Sales Performance Management Live
Close Rate Insight
Upload won and lost deals and get close rates cut by segment, source, and stage — with the patterns that actually explain the differences rather than restating them.
- Run on demand
- ~5 credits per run
- v1.0.0
What does Close Rate Insight do?
Close Rate Insight is a production AI agent in the sales section of the Leverge agent store, built for the sales performance management process. Upload won and lost deals and get close rates cut by segment, source, and stage — with the patterns that actually explain the differences rather than restating them. It runs on demand, works through 3 steps and returns 5 outputs, including overall close rate.
What it needs
-
Closed deals export
Won and lost deals together — a close rate needs both. Include segment, source, stage reached, and cycle length where you have them.
-
Analysis settings
What it does
- Reading the deals export
- Calculating close rates
- Writing what the rates mean
What you get back
- Overall close rate
- What the rates say
- Close rate by cut
- Where deals fall out
- Read these with care
After each run it asks: “Are these cuts the ones you needed?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Sales Performance Management
Other agents in sales performance management
Pipeline, proposals, renewals and the CRM hygiene underneath them
-
Sales Performance Analyzer
Upload a sales performance export and get quota attainment, rep and territory breakdowns, risk flags, and coaching recommendations for anyone falling behind target.
-
Acceptance Test Generation
Turn agreed requirements into acceptance tests the customer would sign off — each traceable to a requirement, prioritised, with the untestable ones named.
-
Account Plan Review
Check an account plan against what a plan is supposed to contain — whether its actions have owners, whether its targets are grounded, and whether it says anything the data does not support.
-
Account Risk Monitor
Name an account and get external signals searched for anything that changes your plan — funding, restructures, leadership moves, regulatory news — with what is corroborated separated from what is rumour.
-
Activity Quality Guardrail
Check a CRM activity note before it saves — whether it records what actually happened, whether the next step is real, and whether anything in it should not be written down.
-
Agreement Archive Check
Check that every executed agreement is archived, that the archived copy is the executed one, and that nothing is superseded without its replacement on file.
Next Step
Deploy Close Rate Insight, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.