For individual salespeople · Sales rep tier

Start the week with a practical plan.

You don't need another performance rating. You need a realistic view of your goal, the deals that matter, and the few actions that can move your results this week. Your personal PDF helps you decide where to spend effort, with evidence behind every recommendation.

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Your weekly report

Pipeline Snapshot and Quota Roadmap

The report is for the rep, not a copy of the manager's private coaching assessment. It gives the individual a clear view of credible opportunities and practical next moves.

  • Where you stand against the annual quota configured by your company
  • High-leverage opportunities with buyer-confirmed actions and backup routes
  • Up to three prioritized moves and clear requests for management help
See how this report works →
The Geographer advantage

Evidence makes the next conversation better.

Instead of rebuilding a spreadsheet or asking AI to guess, use data about movement, targets and opportunity evidence to choose a practical next step—and assess the trend over time.

1

Agree on goals

Annual business measures and rep quotas from the guided questionnaire.

2

Map the team

Dynamics users matched to rep emails, then reviewed.

3

Find the signal

Consistent calculations using CRM data and company targets.

4

Send direction

Geographer-branded PDFs to the right authorized recipients.

In development

Built for growing B2B teams using Dynamics 365.

Start with Dynamics 365, practical setup questions and the sales method your team already uses. We don't ask you to learn another sales platform.

View setup questionsTalk to Geographer