Sales pipeline reporting

AI EMPLOYEES

Automate sales pipeline reporting with agentic AI

Generate automated sales pipeline reports and forecasts for leadership, delivering insights 5x faster.

Sales pipeline reporting

Marketing

835

Running

5X

Faster Reporting

AVG IMPLEMENTATION TIME

3 weeks

AUTOMATION SUCCESS RATE

90%+

PILOT TO PRODUCTION RATE

1:1

AVG IMPLEMENTATION TIME

3 weeks

AUTOMATION SUCCESS RATE

90%+

PILOT TO PRODUCTION RATE

1:1

AVG IMPLEMENTATION TIME

3 weeks

AUTOMATION SUCCESS RATE

90%+

PILOT TO PRODUCTION RATE

1:1

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Human employees shouldn't be manually creating sales reports...

Time-Consuming Report Creation

Manual report creation
Manual report creation
Manual report creation

Sales managers spend hours every week pulling data from multiple systems and building reports for leadership.

6-10 hours weekly on reporting per manager

Outdated Insights

Stale data
Stale data
Stale data

By the time reports are completed, the data is already outdated, limiting the ability to make timely decisions.

Reports lag reality by 3-5 days

Inaccurate Forecasts

Forecast errors
Forecast errors
Forecast errors

Manual forecasting relies on guesswork and spreadsheets, leading to missed targets and poor planning.

Average 30% forecast variance

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Use agentic AI to generate reports automatically 24/7

Real-time pipeline dashboard
Real-time pipeline dashboard
Real-time pipeline dashboards

Magical automatically generates live pipeline dashboards showing deal stages, win rates, and revenue forecasts updated in real-time.

Automated forecast generation
Automated forecast generation
Automated forecast generation

Magical uses historical data and AI to generate accurate revenue forecasts by rep, region, and product line automatically.

AI-powered forecasting
AI-powered forecasting
Scheduled report delivery
Scheduled report delivery
Custom report scheduling
Custom report scheduling
Custom report scheduling

Magical automatically generates and distributes custom reports to stakeholders on your schedule—daily, weekly, or monthly.

AI-powered insights and alerts
AI-powered insights and alerts
AI-powered insights and alerts

Magical proactively identifies pipeline risks, opportunities, and trends, alerting you to issues before they impact results.

AI insights and alerts
AI insights and alerts

How it works: Implement in minutes not months

How it works: Implement in minutes not months

Step 1 illustration
Step 1 illustration
Step 1 illustration

Step 1: Book a demo

See Magical in action and define your reporting requirements and key metrics.

Step 2: Deploy Magical

See Magical in action and define your reporting requirements and key metrics.

Step 2 illustration
Step 2 illustration

Step 3: Automate forever

Let your AI employee automatically generate reports, forecasts, and insights with real-time accuracy.

Step 3 illustration
Step 3 illustration
Step 2 illustration
Step 2 illustration

Step 2: Deploy Magical

Connect Magical to your CRM and data sources. Configure report templates and delivery schedules.

Step 3 illustration
Step 3 illustration

Step 3: Automate forever

Let your AI employee automatically generate reports, forecasts, and insights with real-time accuracy.

Measurable results for your sales organization

5X

Faster Reporting

Generate comprehensive pipeline reports in minutes instead of hours or days

95%

Forecast Accuracy

AI-powered forecasting eliminates guesswork and significantly improves accuracy

100%

Real-Time Visibility

Access current pipeline data anytime without waiting for manual report updates

40 Hours

Saved Per Manager Monthly

Free managers from report creation to focus on coaching and strategy

What sales leaders are saying

Magical transformed our sales reporting. We went from spending 10 hours a week creating reports to having real-time dashboards always available. Our forecast accuracy improved by 40%.

Chief Revenue Officer, B2B SaaS

Chief Revenue Officer, B2B SaaS

Before Magical, our pipeline reports were always outdated by the time we reviewed them. Now we have real-time visibility into every deal, and our leadership team can make data-driven decisions instantly.

VP of Sales, Enterprise Technology

VP of Sales, Enterprise Technology

DHL
Verizon
Zoomcare
Intuit
PayPal

Security & compliance

HIPAA compliant

Magical processes all data locally with zero PHI storage

SOC 2 Type II certified

Enterprise-grade security with regular third-party audits

Secure Authentication

Secure Authentication

Single Sign-On (SSO) and multi-factor authentication options

Ready to transform your sales reporting?

Frequently asked questions

Frequently asked questions

Frequently asked questions

Which data sources can Magical pull from?

Magical integrates with all major CRMs (Salesforce, HubSpot, etc.), sales engagement platforms, and can pull data from any web-based system or API.

Can I customize the reports and metrics?

Yes, Magical allows you to create custom reports with any metrics, filters, and visualizations specific to your business needs.

How does Magical generate forecasts?

Magical uses machine learning trained on your historical sales data to predict close probabilities and revenue by analyzing deal characteristics, activities, and trends.

Can reports be automatically distributed to stakeholders?

Yes, Magical can automatically generate and email reports to specific stakeholders on any schedule you define—daily, weekly, monthly, or on-demand.

How does Magical identify pipeline risks?

Magical analyzes deal velocity, activity patterns, and historical data to proactively flag deals at risk of slipping or stalling, along with recommended actions.

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