Share an analysis with your leadership team
There are three things worth sending: the report sheet, which carries the numbers with their denominators; the Excel workbook, for whoever will want the rows; and the short written brief above the Suggested Plan, which says what to do first and why. This article covers making each one and what to say when somebody challenges a figure. If you only want to read the numbers yourself rather than send them, read Read the Executive Read for a connected tool instead.
Before you start
- A finished sync on the tool you are reporting on. Every figure comes from MarqIQ’s copy of your records, not a live call.
- A period decided before you export. The report carries whatever range the screen had, so pick it first.
- Pro or above for the written brief. Everything else on this page works on Free Trial, Pro, Business, Enterprise and Partner.
One set of findings, three places
The Executive Read, the Suggested Plan and the Analysis page are built from the same findings. They cannot disagree with each other, which is why a question raised on one can be answered from another without the two contradicting.
Make the report sheet
Open Insights in the left-hand menu, then Data Audit.
Pick the tool along the top.
Set the period under Created.
The range travels with you to the report sheet, so the sheet covers the same records you were looking at. It also lives in the address bar, so the link you paste opens on the same period.
Click Recompute if the sync finished in the last few minutes.
The audit is stored for five minutes per tool and per range.
Click Export (PDF / CSV).
A letterheaded sheet opens, headed <Tool> — Synced Data, with the contact count, the opportunity count and the period printed under the title.
Click Download PDF.
It opens your browser’s print dialogue. The sheet prints whole, including the people and deal field profiles that Insights keeps on the Field Intelligence page.
Click Download Excel instead when somebody will want the rows.
The workbook carries the same sections as the sheet, tab by tab, with every figure as a real sortable number rather than a picture of one. It takes a moment to build and the button says Preparing… while it does.
Take care
A screenshot loses the denominators. Every figure on the sheet prints what it was measured on beside it, and that second half is what stops the number being misread. Send the PDF.
Make the written brief
The Suggested Plan opens with a headline and a short brief underneath it: what to do first and who owns it, the one number that justifies it, what the next six months are shaped around, and one sentence on what the plan is deliberately not claiming.
Open Suggested Plan in the row of views along the top.
Let the plan render.
The numbers come from the stored plan, so they arrive at once.
Wait for the brief to slot in above them.
It is written separately, so the numbers never wait on it. While it is being written the line reads Writing the brief….
Read the line underneath it.
It says either “Written by AI from this plan — every number checked against it” or “Summary from the plan”. The second means the written draft did not pass its checks and the plan’s own summary was used instead.
Copy the text into your own document if you want to change the wording.
The brief is not editable in place. It is regenerated from the plan, so anything you typed over it would be lost.
What the brief will and will not say
This is the part to understand before you forward it, because it is the reason you can.
- It may only use facts, numbers, names and roles that are already in the plan. It is not allowed to add a benchmark, an industry comparison, a revenue figure or a timeline.
- Every draft is checked number by number against the plan it was written from. A number in the draft that is not in the plan fails the whole draft, and the plan’s own summary is shown instead.
- A currency symbol followed by a digit fails outright. The plan never contains one, so the brief may not either.
- A number with a K, M or B after it fails for the same reason.
- A draft that is too short or too long, or that uses bullets, headings or markdown, fails before the number check even runs.
- Months the roadmap deliberately leaves empty are pauses. The brief is told not to invent activity for them.
So a brief will never state a figure it cannot source from your own data. Where it could not write an honest one, you get the deterministic summary rather than a fluent guess.
Note
The brief is stored for half an hour against that plan, so re-opening the tab is immediate. It is rewritten when the plan changes.
What to hand over, by audience
| Who | What to send | Why that one |
|---|---|---|
| A board or a CEO | The PDF of the report sheet, with the brief pasted at the top | Every number arrives with what it was measured on, and the brief says what to do first |
| A RevOps or data lead | The Excel workbook | Real numbers they can sort and check, section by section |
| A sales leader | The Executive Read page as a link, with the period in it | They will want to filter it themselves, and the link carries the period |
| A client, as an agency | The PDF, plus the Integration Audit Report PDF for the same tool | The first is what the data says; the second is the state of the connection it says it from |
The five things people challenge, and the answer
Every one of these has an answer on a screen you can open in the meeting.
| The challenge | What to say | Where to open |
|---|---|---|
| “That win rate is not our win rate” | Win rate here is counted on closed deals only, so open deals are in neither half of it. A team counting open deals in the denominator will always read lower | The tile’s own line, which prints “43 won of 118 closed” |
| “Where did this number come from?” | Every figure is arithmetic over your records, and every card names the field it read | The Analysis tab, through the finding’s See the evidence link |
| “How many records is that measured on?” | The population line above the figures, which states what was read out of what | The line at the top of any analysis |
| “Did you read our whole database?” | Some screens read everything; those that cannot read an even spread and say so, never the newest slice | The article on reading a very large database |
| “Our deal count is higher than that” | On Pipedrive, leads are excluded from deal counts before anything is worked out, and the count set aside is stated | The Data Audit page, where the set-aside count is printed |
The one habit worth keeping
Quote the denominator with the number, every time. “A 38% win rate” means nothing on its own. “38%, on the 118 deals that closed last quarter” is the same figure and cannot be misread. The screens print that second half already — keep it when you copy.
What each part of the plan is telling your reader
If somebody asks what they are looking at, these are the four blocks and what each one is for.
- The tiles: the five numbers that frame everything else.
- The scorecard: one grade per area with one line each, so the shape of the problem is visible before anything is opened. An area whose inputs were not available reads “Not measured” rather than a grade — a blank is never a pass.
- This week: the low-effort, near-horizon items, so something ships before the quarter’s plan is agreed.
- What sales should know and What RevOps should settle: the same findings in each reader’s own vocabulary.
Every item carries what “done” looks like as a condition the same analysis can confirm — “the Source truth analysis no longer raises this, and the share it named is falling quarter on quarter” — rather than a promised uplift. That is deliberate: a target you can check beats a number nobody can hold you to.
The six-month roadmap
Each month says whether it rests on something measured in your data, on something you told MarqIQ about your business, or on both. A month with nothing honest to put in it carries a stated hold rather than filler. Read the anchor before you commit a team to a month.
If it did not work
The brief never appears
Why: It needs Pro or above. Below that the plan renders and the brief does not.
Fix: Send the plan’s own headline and summary, which are on the same screen and are computed rather than written.
The line says “Summary from the plan” rather than written by AI
Why: The draft failed a check — a number not in the plan, a currency figure, a length outside the allowed range, or a formatting rule — so the deterministic summary shipped instead. It can also mean no AI key was available or the tab was opened repeatedly in one minute.
Fix: Send it as it stands. A summary that failed the check is never shown, so what you have is safe to forward.
The exported sheet covers a different period from the screen you were on
Why: The period is carried in the address. Opening the report sheet from a bookmark rather than from Export report loses it.
Fix: Go back to the tool’s page, set the range, and click Export report again.
Download Excel does nothing for a few seconds
Why: The workbook is built in your browser and the library that builds it is loaded only when you press the button.
Fix: Wait for Preparing… to clear. On a large audit it takes a few seconds.
The PDF is missing a section that was on screen
Why: Only the report sheet prints. The tabs, the period control and the buttons are hidden on purpose, and the Suggested Plan is a different tab.
Fix: Print the report sheet for the numbers, and copy the brief in separately. Print the Integration Audit Report on its own when you want the connection health as well.
“Your session expired — sign in again to view this report”
Why: The report sheet is generated for you, signed in, each time it opens. It is not a public link.
Fix: Sign in and open it again. To give the sheet to someone outside your workspace, send the PDF rather than the address.
Next steps
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