Reports · The Monthly Insight Report

Your CRM knows what happened.
DeckShift knows what you said.

Each deck DeckShift generates is a structured record of an attempted persuasion: which slides, which appeals, in what order, at which funnel stage. Joined to your CRM outcomes, that record becomes the retrospective sales leaders have wanted for years: what's closing, what's stalling, and why.

Win signal

Decks with the FreightCo case study close 2.3× more often.

Dead weight

The "Implementation Timeline" slide is cut 67% of the time. Time to revise it.

Segment read

Logistics deals respond best to slides 7–10 of your master deck.

Pipeline reviews evaluate deals. Nothing evaluates the pitch itself.

Your best reps know which opening lands with a CFO and which slide kills momentum. That knowledge lives in their heads and leaves when they do. DeckShift measures persuasion at the slide and bullet level, so you can manage it.

1

Every pitch is recorded

You generate decks in DeckShift, so it knows what each prospect saw: the slides, the stats, the case study, the message variant.

2

Every outcome syncs back

Salesforce and HubSpot integrations tie each deck to its opportunity: won, lost, stalled, or still moving through the pipeline.

3

Findings arrive on schedule

The Monthly Insight Report lands in the leadership cadence, and the year-end retrospective rolls twelve months of findings into the trends that shape next year's playbook.

The retrospective your pipeline has been keeping from you.

Findings at a resolution no other tool reaches, written to be acted on.

Monthly findings, year-end retrospective

A monthly report written for the sales leader: appeals that correlate with faster stage progression, slides that precede stalls, do-more-of-this recommendations. Every December, the full-year view of what worked.

What's moving, straight from your CRM

Trends pulled from Salesforce or HubSpot: which deal types are closing, which are advancing stages faster after a pitch, and which are quietly going cold.

Cohort intelligence

A read on the businesses progressing through your funnel, and the bullet points, slides, and appeals each cohort responds to as it moves forward.

DeckShift deals vs. the rest

Compare prospects pitched with generated decks against the rest of your funnel: stage velocity, close rate, time-to-close. See the lift in your own numbers.

Slide, bullet, and appeal resolution

The appeals you made, in what order, to which cohort, joined to stage movement, time-to-next-stage, and won or lost.

The Benchmark Network

Anonymized, aggregated data across the customer base: median time-to-close for your stage, vertical, and deal size, plus the appeal patterns outperforming in your market this quarter.

The slides that earn their place.

Live from your workspace analytics: inclusion rate by master-deck slide.

Case Study — FreightCo
94%
ROI Calculator
81%
Security & Compliance
62%
Company History
41%
Implementation Timeline
33%

Tied to outcomes in Salesforce · Updated continuously

Stop guessing what closes. Start knowing.

Reports ship with the Insight plan: $499/mo per company, unlimited decks included. And the findings don't stop at reading material: see Compounding.