Skip to main content
Pipeline reviews start with someone exporting reports. Hops reads Salesforce and prepares the review: coverage, movement and the deals worth discussing.
How it runs: Scheduled. An automation runs every Tuesday at 8am before the review, posts the prep and saves a dated Doc. You can also ask Hops any time.

​
What it does

  • Shows coverage against quota. Pipeline coverage for the quarter, by team if you want.
  • Tracks stage movement. What moved forward, what slipped and what is new since last week.
  • Finds quiet deals. Open deals with no activity in 14 days are listed.
  • Picks deals to discuss. Each deal comes with one reason it needs the room’s time.
Salesforce connection, Hops read 214 opportunities and prepared the pipeline review

​
Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.
Example reply:
Pipeline review ready:
  • Coverage is 3.1x for Q4.
  • 640Kmovedforwardand640K moved forward and 220K slipped to Q1.
  • 8 deals to discuss, each with a reason.

​
What you get

  • A Slack or Space post every Tuesday before the review.
  • A saved Doc in Docs with the full prep, dated for the week.
  • On-demand prep for any team or quarter.

​
Connections needed

Connect these apps. Each card opens Connections in the app.

Salesforce

Opportunities, owners and close dates (or HubSpot).

Slack

Where Hops posts the results and nudges owners.

​
Set it up

1

Connect your apps

Connect the apps above in Connections.See Connections.
2

Pin context

Create a revops Space and pin your stage definitions in Space context.See Spaces and Space context.
3

Add the skill

Create a skill with this prompt so the output has the same format every time.
See Build a skill.
4

Schedule it

Run every Tuesday at 8am. Hops posts the prep to the Space and saves a dated Doc.See Automation.