Sales leader's best
assistant ever.
Exacta 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.
- 10 hrs
- weekly prep · returned
- 86%
- commit accuracy · Q4 cohort
- 4×
- surfaces · one rhythm
Exacta
your agent
Three things need you today.
- Globex — champion dark 9 days. Eleven of fourteen deals that won from here went around the champion. Save it.
- Diego committed to call the Initech CFO last 1:1. Sent-mail log says he didn't. Coach Thursday.
- Friday review — coverage at 2.3×. Story holds if Hooli pulls forward. Case queued.
Want me to walk through Globex?
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.
Q2 lands at $2.10M commit against a $2.60Mteam quota. You're tracking $500K short with coverage at 1.4× — thin.
What changed this week
- Globex— champion silent 18 days, same shape as the Hooli slip last quarter. I'd call this one a slip.
- Initech expansion — went verbal on the May 14 call. 84% confidence it pulls from Q3.
- Hooli pilot — new VP Eng sponsor introduced Tuesday. Worth pulling forward at 71%.
If Initech and Hooli both pull, you land at $2.65M— first time over quota this year. That's the story for Friday.
Want me to walk through the Globex situation, or rehearse the upside case?
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.
Three things moved on Sarah's deals this week. Globex — champion went dark 18 days ago, right after the redline ask. Same pattern as the Hooli slip last quarter. Initech hit verbal on May 14. Hooli pilotgot a new VP Eng sponsor she hasn't met yet.
The uncomfortable line
Last 1:1 Sarah committed to call the Globex CFO by Friday. Sent-mail log says she didn't. Worth naming directly before you move on — it's where the slip started.
Walk in with three questions:
- 1
What's the read on Globex?
Open here. Let her tell you about the carryover before you bring it up — listen for whether she sees 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
How is she introducing herself to the new Hooli sponsor?
Ex-Stripe — Sarah has two mutual connections (Granola notes from your March QBR). She likely doesn't know that yet.
Want 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.
The story for Friday: team commit is $2.10M against a $2.60M quota, best case $2.65M if two pulls land. Sarah is the lever — Globex at risk, Initech pulling early. Diego is the soft spot — coverage at 1.8×, needs a pipeline-gen plan.
The three Tom will ask
- Why is Globex still in commit? — because the comeback pattern is real. I have the data.
- What's the Diego pipeline plan? — coverage 1.8×, two account targets queued.
- Where's the upside if Initech and Hooli pull? — $550K, lands you over.
Want to rehearse the Globex answer, or pull this into a doc for Tom?
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 play laid out step by step.
- 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.
- Specific, not generic — the exact person to go to, the exact angle to lead with, the exact line from the call to open on. The move, not a category of move.
- Scored against the gap — before you act, you see what landing this deal does to your team's commit and coverage.
Globex isn't dead — but the next move isn't “follow up.” The champion has been dark 18 days, since the redline ask. The pattern is clear.
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 three that didn't? All went silent for another two weeks first.
The play, ranked:
- 1
Sarah goes around the champion — to the CFO
Frame as a 15-min security & timeline check. The budget line from the Mar 14 call is the opening — they brought it up, not us.
- 2
You take it peer-to-peer to their VP Sales
You met at SaaStr. A soft signal you're hearing crickets carries weight from you that it doesn't from Sarah.
- 3
Hold the security questionnaire as the unlock
Their team is blocked on it. Walking through it live is the highest-value reason to get the CFO on a call.
If it lands: Globex back in commit at $90K, team coverage moves from 1.4× → 1.9×.
Want me to walk through play 1 in more detail, or look at the three deals from history that didn't recover?
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.
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.
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.
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.
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