Reports

one-click decks from live Salesforce + C360

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CET Renewal Forecast — Weekly Book Review

Carol's weekly deck: executive summary, wins & churn, week-over-week movement, health-score changes, the full renewals table, at-risk roster and playbook — pulled live and written up automatically.

WindowWins/churn since✨ AI analysis (codex narrative · ~1 min)

This week's notes — updates not in Salesforce

One per line. Start with an account name + colon to attach it to that account (e.g. Continental: verbal expansion interest from the 6/28 call). Saved notes show on a dedicated slide, enrich the AI write-up, and flow into c360.