Sales leader's best
assistant ever.
An AI agent that sees what's actually happening on every deal — and turns it into your forecast, prep for every 1:1, your pipeline review, and a plan for every deal at risk.
Why Exacta
The data is already there.
Pulling it together is the job.
Every sales leader runs the same week. The signal is in your CRM, your calls, your notes, your sent mail — already. Reading it across all four sources is what takes the ten hours.
The CRM alone never tells the full story.
CRM gives you a stage and a number. Your team's calls show you the champion went dark. The email log shows you the rep never followed up. You only see the deal when you see all of it.
Charts tell you what happened. Not what to do.
Exacta is built to end every answer with a specific next step — the deal to save, the rep to coach, the email to send. The dashboard era is over.
The tool you actually open. Five times a week.
Monday forecast. 1:1s through the week. Friday review with your boss. Same rhythm, every week. Exacta is built for that rhythm — not for an annual planning session.
Forecast
A forecast you'd actually defend to your CRO.
Coverage math, slip detection, pull-forward candidates — calibrated on your team's actual close and slip rates over the last 8 quarters, not HubSpot's stage probabilities.
- Calibrated on your reps, not the industry — what closes for Sarah, what slips for Diego, conditioned on deal shape.
- Refreshed on every change — a deal moves, an email goes out, a call ends. The forecast catches up before you look at it.
- Named, not aggregate — the Globex slip, the Initech pull-forward, the Hooli pilot. Every number points to a deal you recognize.
Here's where Q2 lands today.
Q2 · Your team
Updated 2m agoClosed
$1.42M
My commit
$2.10M
Team quota
$2.60M
You're tracking $500K short of quota. Three signals from this week — one slip, two pull-forward candidates I'd bring up with Tom on Friday:
| Deal | Rep | What I see | Amount |
|---|---|---|---|
| Globex renewal | Sarah K. | ⚠ Champion silent 18d | $90K |
| Initech expansion | Marcus L. | Pull from Q3 · 84% | $90K |
| Hooli pilot | Sarah K. | Pull from Q3 · 71% | $60K |
Want me to dig into Globex, or pull this into your Friday review deck?
1:1 prep
Walk into every 1:1 with the same prep you used to spend two hours on.
Reads your last 1:1 transcript, the rep's three active deals, every call they ran this week, and their sent mail — and gives you the agenda, the asks, and the commitments they made last time that didn't get done.
- Since-last-1:1 view — only what changed. Champion dark, sponsor flipped, deal moved stage. The week, compressed to a paragraph.
- Carryover tracking — what the rep committed to last time and whether the CRM and email log show they did it. The most uncomfortable, most valuable line in the prep.
- Five reps in 30 minutes — same prep, same shape, every rep on your team, every week. The habit is what makes it work.
I've gone through your last 1:1 with Sarah, her three active deals, every call she ran this week, and her sent mail. Here's what to walk in with.
Since last 1:1
- Globex — champion went dark 18 days ago, right after the redline ask. Same pattern as Hooli last Q.
- Initech expansion — moved to verbal commit on the May 14 call. Procurement is the only thing standing.
- Hooli pilot— sponsor change (new VP Eng). Sarah hasn't met them yet.
What to ask:
- 1
What's the read on Globex?
She committed to call the CFO last 1:1. Email log shows no outreach. Open with this — don't lead with the slip pattern.
- 2
Walk through the Initech close plan
Verbal's in. Procurement timeline is the lever. Ask who's shepherding it on the buyer side.
- 3
Hooli sponsor — how is she introducing herself?
New VP Eng is ex-Stripe — Sarah has two mutual connections (Granola notes from your March QBR).
Carryover from last week
You agreed Sarah would call the CFO at Globex by Friday. She didn't. Worth naming directly before moving on.
Want me to draft the agenda as a note, or pull the same prep for your other four reps?
Pipeline review prep
The three questions your CRO is going to ask. Answered before you walk in.
Same picture, aggregated to your whole team — and framed for the room you're walking into. What's the story, what are the asks, where's the upside if things break right.
- Rolls up from the same data — every rep's 1:1 prep, re-aggregated into a team view. Nothing's assembled in a separate tool.
- Predicts the room— the three questions your boss will ask, based on the deals that've moved and what your CRO actually cares about this quarter.
- Exports clean — a deck, a doc, or a Slack-ready summary. The format your boss likes, not ours.
Here's the deck for Friday. Three slides — plus the three questions Tom is most likely to ask.
Q2 · Your team to CRO
Friday · 9amCommit
$2.10M
Best case
$2.65M
Team quota
$2.60M
| Rep | The story I'd tell | Commit |
|---|---|---|
| Sarah K. | Globex at risk, Initech pulling early | $420K |
| Marcus L. | On track, no asks | $380K |
| Priya R. | Best quarter in 4Q | $340K |
| Diego N. | ⚠ Coverage 1.8× · pipeline-gen | $310K |
| Yuki T. | On track | $390K |
The three Tom will ask
- Why is Globex still in commit? — answer in slide 2.
- What's the Diego pipeline plan? — answer in slide 3.
- Where's the upside if Initech and Hooli pull? — answer in cover.
Export the deck, or rehearse the cover answer with me first?
Help me win this deal
“How do we save Globex?” Answered by the deals that already won.
When a deal looks at-risk, Exacta cross-references it against every deal you've ever won with the same shape — and ranks the moves that actually worked, with the email or note drafted.
- Pattern from your own history — not best practices from a blog. Eleven of the fourteen deals that won from here went around the champion. That's the play.
- Drafted, not described — the email to the CFO, the peer-to-peer note from you to their VP Sales. One word from you and it's out the door.
- Scored against the gap — before you act, you see what landing this deal does to your team's commit and coverage.
Cross-referenced 14 deals with similar shape that closed in the last 6 quarters. Globex isn't dead — but the next move isn't “follow up.”
What the deals that won did
11 of 14 re-engaged the economic buyer directly when the champion went dark — not the champion. Average gap to close-won: 19 days.
The play, ranked:
- 1
Sarah emails the CFO directly
Skip the champion. Frame as a 15-min security & timeline check. We've drafted it — opens with the budget line from the Mar 14 call.
- 2
You send a peer-to-peer note to their VP Sales
You met at SaaStr. Soft signal that you're hearing crickets. Drafted — three lines.
- 3
Hold the security questionnaire as the unlock
Their team is blocked on it. Offering to walk through it live is the highest-value reason to get the CFO on a call.
If it lands
Globex back in commit · $90K · team coverage from 1.4× → 1.9×.
Want me to send both drafts to Sarah for review, or send the CFO email from her directly?
The full picture
The things you'd read if you had ten more hours.
Exacta connects to where your work already lives. Read together, these are what tell you what's really happening on a deal.
Your CRM
Every deal, every stage, every change — the moment it happens.
Your team's calls
What your reps and customers actually said, deal by deal.
Your meeting notes
The things that don't make it into the CRM. The off-script asks, the side conversations, the read on the room.
Your sent mail
Whether what was promised on the call actually got followed up on.
What sales leaders tell us
The change is something they can say out loud.
Three months in, here's what shows up in their week.
“I spend 30 minutes prepping for 1:1s instead of two hours. Same depth — actually more, because Exacta sees things I'd have missed. The two hours back is real, but the part that matters is the rep walks out of the meeting with a better plan.”
VP of Sales
Series B SaaS
2 hrs → 30 min · per 1:1
“Caught two deals slipping in the same week — the kind of slip you only catch if you're reading the transcripts, which I wasn't. Saved one outright. My commit accuracy went from 65% to 86% in a quarter.”
Director of Sales
Mid-market technology
Commit accuracy: 65% → 86%
FAQ
Common questions from sales leaders.
Sales leaders — front-line managers, directors, VPs of sales, and CROs. If you own a number and your week includes a forecast call, 1:1s with your reports, and a pipeline review with your boss, this is built for you. Your reps don't need a login; they keep working in the CRM the way they always have.
Those tools give you dashboards that show what happened. Exacta gives you an answer to what to do next — a specific deal to save, a specific rep to coach, a specific email already drafted. And because it reads your calls and your sent mail alongside the CRM, the answers are grounded in what's actually happening on the deal, not just the stage and the amount.
Only if you opt in. By default, Exacta works off what already exists — your CRM activity, the emails you've sent, your calendar — and uses those to track whether the commitments from each 1:1 actually got done. No new recordings, no new consent conversations with your reps.
No. Exacta sits on top of your CRM. We mirror the data we need to give you good answers, write back any updates and notes you approve, and otherwise stay out of the way. You and your reps still operate in HubSpot or Salesforce.
Stays in your stack, scoped to your team. SSO supported, inherits your CRM permissions, SOC 2 in flight. We never train models on your customer data, and integrations are opt-in per source — you decide what Exacta reads.
Early access
Get your week back.
Forecast is live. 1:1 prep and pipeline review are next. Tell us what your week looks like and we'll get you set up on what's ready for you today.
Connect HubSpot or Salesforce in under an hour