Perimeter Use cases Sales

The sales committee stops arguing about the data

Perimeter cross-references the CRM, the ERP and the spreadsheets where the real pipeline lives. The forecast is recalculated with today’s data, and every variance arrives with the account, the date and the change that explains it.

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Forecast drop · October live
Retail Andes−$2.1M
Distribuidora Sur−$1.4M
Grupo Norte−$0.9M
Others (14 accounts)−$0.6M
3 accounts explain 78% of the drop. All three moved their close date; none lowered the amount.
Perimeter agent

The forecast stops being a snapshot of last week

Today

  • The forecast is built by hand in a spreadsheet that’s already out of date.
  • The committee’s follow-up question goes into the data team’s queue.
  • No one knows whether the drop comes from the amount, the close date or a single account.
  • Every rep brings their own version of the pipeline.

With Perimeter

  • The forecast is recalculated with today’s data every time someone opens it.
  • The follow-up question gets answered in the same meeting, with the SQL in plain view.
  • The variance arrives broken down: which account, how much and why it moved.
  • One definition of “active opportunity,” applied for everyone.

What Perimeter does for sales

Pipeline

Query the pipeline like a conversation

Instead of requesting a report, you ask. Perimeter searches the CRM, cross-references actual invoicing in the ERP and answers with the number and the query that produced it.

  • Matches CRM opportunities against invoiced sales in the ERP
  • Applies your definition of an active opportunity, not the system’s
  • Every answer comes with its SQL so you can audit it before deciding
Weighted pipeline · Q4 live
Negotiation$18M
Proposal$12M
Qualification$7M
SQL for this answerselect stage, sum(amount*prob) as weighted from opportunities where close_date between '2026-10-01' and '2026-12-31' group by 1
Accounts

Spot the accounts going quiet before you lose them

Perimeter tracks buying behavior account by account and alerts you when a pattern breaks: lower frequency, a smaller ticket or a category that stopped being ordered.

  • Detects sustained drops in ticket size or frequency
  • Compares against the same period last year
  • Alerts you on Slack or email when an account crosses the threshold you set
Risk signal · top accounts live
At risk0+2 vs last month
Avg. ticket$0K−9% vs Q3
Recovered0this quarter
AprMayJunJulAugSep
Committee

The Monday report arrives already written

Describe once what the committee wants to see. Perimeter builds it every week with live data, writes it up and drops it in the channel before anyone opens their laptop.

  • Runs on its own, on your schedule
  • Pauses for approval if a figure falls out of range
  • Keeps a history of every run and what each step returned
Sales report · week 35 live
Net sales$0M+13% vs W34
Close rate0%+5 pts
Cycle0d−4 days
W30W31W32W33W34W35
The real questions

What the sales team asks on any given Tuesday

Each one is answered in the conversation, with its chart and the SQL behind it. When the number matters, anyone can audit where it came from.

Which accounts explain the drop in the October forecast?
Show me the customers whose ticket dropped two months in a row.
Which reps close faster when the discount is above 12%?
How much of this quarter’s pipeline comes from accounts that already bought from us?
Compare the sales cycle by region over the last six months.
Alert me every Monday if any large account dropped more than 15%.

A real workflow, end to end

This is the report that reaches the sales committee every Monday at eight, without anyone putting it together.

STEP 01

Triggers Monday at 08:00

The automation runs on its own, with the data window you defined.

STEP 02

Queries CRM and ERP

Matches opportunities against actual invoicing and applies your business definitions.

STEP 03

Checks before sending

Checks against the month-end close and, if a figure falls out of range, asks for human review.

STEP 04

Arrives written up

The committee opens a summary with the chart, the variance explained and the SQL one click away.

What changes for the team

4 minFrom the committee’s question to the answer with its chart.
100%Of forecast figures with their query visible.
0Tickets to the data team for a follow-up question.

Connects to what the sales team already uses

No exporting spreadsheets or pasting data by hand. Every connection is read-only and can be revoked in one click.

Salesforce HubSpot SAP Snowflake BigQuery Google Sheets Slack Stripe

Perimeter across the rest of the business

Finance

The month-end close explained line by line, before it hits Excel.

See the use case

Operations

Stockouts caught before the store reports them.

See the use case

Marketing

Where to put the next peso of spend.

See the use case

Category

What to restock, what to clear out, and when.

See the use case

Your pipeline already has
the answer

Tell us what you want to answer and we’ll show you Perimeter on your own sources.