One pipeline. Three questions answered.
metisora combines Salesforce know-how, data science and process mining, and points them at the numbers that decide whether your sales organisation is healthy, scalable and predictable.
How does our process really run?
The Sankey shows every path your Opportunities took, including skipped stages and loops. Overlays show Conversion Metrics, deal size, cycle length and Loss Reasons for each stage.
One number for process health.
The SPI Score grades Forecast Accuracy, Increasing Stage Conversion and Linear Funnel Progression. Below 33%, a reliable forecast is not possible with your current setup.
Findings in plain words.
Key Findings name what the numbers show and split the fixes into organisational ones (process, qualification, training) and technical ones (tools, configuration, validation in Salesforce).
What is our pipeline doing?
The Waterfall shows what moved your pipeline from last week to this one: new, won, lost, slipped. Value & Pacing tracks your pipeline against your Targets.
Every week, frozen.
metisora takes a snapshot every Monday, so you can compare any week with the last and see trends Salesforce cannot show.
What do we do about it?
Turn a finding into an initiative, tie it to the KPI it should move and follow it week by week. Weekly deal lists give each rep the deals that need attention.
Built for more than one sales motion.
New business, renewals and channel sales run differently. Scopes analyse each on its own, by record type or business process.
English and German.
The interface and the AI narrative, each in the language you choose.
How is metisora different from reports and dashboards?
| Question you need answered | Salesforce reports | BI dashboards | metisora |
|---|---|---|---|
| Where are my deals now? | Yes | Yes | Yes |
| How did they get there (paths, skipped stages, loops)? | No | Only with custom data modelling | Yes, out of the box |
| How did the pipeline change since last week? | Limited, needs historical trending or reporting snapshots set up | Only with a data pipeline | Yes, snapshot every Monday |
| What should we change? | No | No | Key Findings in plain words |
| Setup effort | Included | A data project | Connected in a day |
Frequently asked questions
- What is Sales Process Intelligence?
- Process mining for sales. It rebuilds how your Opportunities actually moved through their stages from Salesforce history, measures that flow and explains it.
- What is the SPI Score?
- One percentage for process health. It combines Forecast Accuracy, Increasing Stage Conversion and Linear Funnel Progression. Below 33 %, a reliable forecast is not possible with the current setup.
- How is this different from Salesforce reports?
- Reports show where deals are now. metisora shows how they got there: skipped stages, loops, where deals stall, and how all of that changes week by week.
- What access does metisora need?
- Read-only access through your Salesforce login. It reads Opportunities and their stage history and never writes back.
- Where is our data stored?
- In the EU: Google Cloud in the Netherlands (europe-west4), operated via Railway.
- How long does setup take?
- Connecting takes minutes. We set up your Scopes with you during onboarding.