Read only
Building a report changes nothing in your systems.
HomeUse casesPipeline health review
Pipeline health review
A weekly read of the pipeline: deals that stalled, deals with no next step and what changed since last week.
On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Sales & customer service, Owners & leadership
Industries: Any industry
Pipeline health reviewHubSpot
Sample dataWhich deals are at risk this month?
You get a short list of stalled and at-risk deals with the reason.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Collects the dataReads deal stages, activity dates and notes in the CRM on the schedule you set, read only.
- Builds the reportPrepares a short list of stalled and at-risk deals with the reason.
- Delivers it to youPosts it where you work. Sharing it with anyone else is your call.
SYSTEMS IT CONNECTS
Works with what you use.
- HubSpot
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Traceable figures
Every number traces to its source.
You choose who sees it
Delivery goes to you; sharing is your decision.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.