GTM.ai
Sign up
Docs menu

How to ask chat about your pipeline and accounts in GTM One

Learn how to ask chat about deals and accounts you own, a colleague owns or a team owns, and how to get counts and breakdowns that are correct.

Jake FreyJake FreyPrincipal Product Manager

Learn how to ask chat about deals and accounts you own, a colleague owns or a team owns, and how to get counts and breakdowns that are correct.

Overview

Chat reads your CRM data to answer pipeline and book-of-business questions. It can list or total deals by stage, deal type, forecast category, probability, amount, ARR, expected revenue, close date or fiscal period, and by engagement (recorded meetings, recent activity, single-threaded deals) or by what was discussed in a deal's meetings. It can list or total accounts by type, segment, customer health, contract renewal window, annual spend and engagement. Chat can also scope a question to a colleague, or to a manager's whole team.

Before you start

  • A connected CRM is required. The Data sources control in the chat box lists "Your CRM" only when one is connected. See How to Connect Your CRM to GTM One. Pipeline answers are as current as the last CRM sync: see How often GTM One data updates.
  • "My pipeline", "my accounts" and "my quota" mean records you own. If your job title suggests you have no book of business (for example product, marketing or research), chat offers options suited to your role instead of returning empty CRM data. Say what you want, such as "accounts in my territory that match our ICP".
  • Only the records you are allowed to see in your CRM connection are searched. Whether you can see a colleague's records depends on your CRM access. See Overview of permissions in GTM One.
  • Each question can use AI action credits when your organization is charged for them. See How to see how many credits a Chat reply used in GTM One.

Ask about your own pipeline or accounts

  1. Open chat from Home or Chats.
  2. Ask, for example "My opportunities closing this quarter" or "Which of my accounts renew in the next 90 days?".
  3. Press Enter and read the opening sentence: it gives the key figure, how the results are ordered and the total number of matches.
  4. Check the assumptions at the end of the answer. Chat names which of your words it turned into filters (for example, "closing this quarter" as your fiscal quarter) and any word it did not apply.
  5. Send a follow-up to cut the list a different way.

Ask about a colleague or a team

  1. Name the colleague, for example "Show me Jessica's opportunities closing this quarter". Chat first finds the colleague in your CRM users, then asks about their records. Colleagues are matched by name among your organization's CRM users only.
  2. For a team, name the person who leads it, for example "Jane's team" or "the Midmarket team". Chat treats a team as everyone below that leader in the reporting hierarchy, at any depth. If you name a team but not its leader, chat asks who leads it.

Get counts, totals and rankings right

  • For a count, total, average or breakdown, ask for it directly ("how many open deals by stage", "total pipeline by rep"). Chat computes these over all matching records, not over the rows on the page.
  • A page of results is not a ranking. Deals come back in close-date order and accounts in account-name order, so the first rows are not "the biggest" or "the worst". To rank, ask for a breakdown ("pipeline by rep, highest first").
  • A breakdown lists only groups that have records. A rep with no pipeline is missing from it rather than last. If that is what you want to know, ask "which reps have no open pipeline".
  • A truncated period shows only its earliest dates. If a quarter looks cut short, ask for it again with a narrower date range or as a breakdown.

Tips

Resources