Prep
Without Sanka
Managers inspect every deal manually before meetings
With Sanka
AI summarizes owner-level highlights and risks
Sales reviews that summarize rep risks, stalled deals, and next actions
Use deals, activities, forecasts, and snapshot changes to prepare weekly reviews and 1:1s with the risks and actions that matter.
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Overview
Turn sales reviews from reporting into action
Summarize by owner
Review amount, stage, close date, activity volume, and changes by rep.
Detect risks and stalls
Flag amount shrink, stalled stages, close-date slips, and missing next actions.
Connect to execution
Turn review decisions into owner tasks, approval work, and follow-up actions.
Tutorial
Turn deal reviews into next actions
- 01Read deals and activityReview deals, activities, forecasts, and snapshot changes by owner.
- 02Summarize risk and movesUse AI to organize stalls, amount changes, close-date slips, and missing next actions.
- 03Handoff to tasks and approvalsRegister reviewed actions as owner tasks, approvals, and follow-ups.
Compare
Sales reviews do not move pipeline when they stop at reporting
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Prep | Managers inspect every deal manually before meetings | AI summarizes owner-level highlights and risks |
| Stalls | Amount shrink and close-date slips are noticed late | Detect movement from snapshots and activity patterns |
| Coaching | 1:1s lack a clear focus | Show owner-specific questions and recommended moves |
| Execution | Post-meeting actions are not recorded | Create tasks, approvals, and follow-ups from the review |
Stalls
Without Sanka
Amount shrink and close-date slips are noticed late
With Sanka
Detect movement from snapshots and activity patterns
Coaching
Without Sanka
1:1s lack a clear focus
With Sanka
Show owner-specific questions and recommended moves
Execution
Without Sanka
Post-meeting actions are not recorded
With Sanka
Create tasks, approvals, and follow-ups from the review
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
If you feel paper or Excel-based management has reached its limit, the first step is to digitize what actually happens on the floor.
FAQ
Frequently asked questions
Can this support weekly reviews and 1:1s?
Yes. Owner-level deal status, stalls, and next moves can be prepared before reviews.
What risks can be detected?
Amount shrink, stage stalls, close-date slips, missing next actions, and activity gaps can be reviewed.
Can review actions become tasks?
Yes. Reviewed next actions can become Sanka tasks or approval workflow items.