Segment the customer base → chart
Two thousand customers cut by industry, size and technology, revenue concentration charted, the underserved segment named.
Account plans, segment reports and charts over any list or company, with every figure traced to the tool call that produced it. The analysis a data team would build, from a sentence, in minutes.
Which segment converts, where revenue concentrates, who else looks like the best customers. The data exists across four exports and one analyst who is busy.
It knows your accounts. It does not know their technology, their funding, their hiring or the thousand similar companies you have never spoken to.
A slide says 34 percent. Nobody in the room can say which rows, which date, which definition. The decision waits for a second meeting.
Firmographics, technology, funding, news, hiring, relationships and web footprint resolved from a name or a domain, with sources.
Segment cuts, comparisons, rankings and concentration computed exactly in an isolated code environment over your CRM, a list or a CSV.
Rendered charts and written reports delivered to Docs, Notion, Slack or email, with the rows behind every figure linked.
Lookalike sizing, technology adoption across a segment and hiring trends in a territory, read from live data and placed beside your numbers.
Two thousand customers cut by industry, size and technology, revenue concentration charted, the underserved segment named.
Every company in the list scored and grouped by region, a chart per territory, the top ten accounts named.
The whole CRM scored against the ICP, the distribution charted, and the accounts that fit but were never worked listed.
Three of a hundred. The full playbook library ships in every workspace, and anything you can describe becomes a mission.
Nothing is quoted from model memory. Every figure cites the tool call, the rows and the date behind it.
Rankings, sums and cuts run in an isolated code environment where they are repeatable, so the number in the report is the number in the data.
Analysis flows freely; only writes to your systems wait for approval.
Any list it can read: a CRM segment, a saved list, a CSV or a sheet, enriched with live company data where the analysis needs it. Segment cuts, concentration, conversion by attribute, territory rollups, lookalike sizing and technology adoption are routine; anything you can describe as a question over rows is fair game.
Every figure traces to the tool call that produced it, the rows it read and the date, and calculations run in an isolated code environment where they are exact and repeatable. A challenged number defends itself with its source instead of your credibility.
Google Docs, Notion, Slack, Telegram or email, with charts embedded and the rows linked. Standing missions can keep a living report current on the cadence you set, so the Monday brief writes itself from this week’s data.
The first segment report from your CRM in minutes.