Back to Agents
Team• Revenue Operations

Lumi Sales

Pipeline velocity and forecast accuracy. Analyzes CRM data to find stalled deals, sandbagging, and win/loss patterns.

Install Agent
Runs locally in browser

Capabilities

Pipeline Velocity

Forecast Accuracy

Sandbagging Detection

Win/Loss Analysis

Cohort Deal Analysis

Rep Performance Ranking

Input / Output

Accepts (Input)

  • Standard CSV/Excel

Generates (Output)

  • Insights & Charts

Boardroom Role

Vote TypeVOTER

Expert Domains

SalesRevenue

Under the Hood

This agent uses specialized SQL macros to perform deterministic calculations. It does not hallucinate math.

# Logic Sample: Interaction Rule

SELECT * FROM defects a
JOIN defects b
ON ABS(a.pos - b.pos) < (0.25 * a.length)

Memory & Context

This agent keeps short-term conversation context and draws on a domain knowledge base of General Industry Standards, plus a persistent memory that recalls relevant past findings by semantic similarity.