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HubSpot

The power of DDAI starts now. Try some of these suggested questions — designed to show you what the chatbot can do.

Keep in mind, some questions might not return results if the relevant data isn’t available in your connected system(s).

Sales Performance

1. What was the total revenue for this month?
2. How many deals were closed this week?
3. Which deals are in the final stage of the sales process?
4. What is the average deal size for closed deals?
5. Who are the top-performing sales reps this quarter?
6. What percentage of deals were won last month?
7. How many deals were lost in the past year?
8. Which industry generated the most revenue last quarter?
9. What is the conversion rate from leads to closed deals?
10. How many deals were created last week?

Customer Insights

1. Who are the top 5 customers by total revenue?
2. How many new contacts did we acquire last month?
3. Which customer segment has the highest engagement rate?
4. Who are our most frequent repeat customers?
5. Which region generated the most leads last quarter?
6. What is the average lifetime value of a customer?
7. Which customers have been inactive for over a year?
8. How many new customers were added from referrals?
9. What industries are most represented among our customers?
10. Which customers have the highest open ticket count?

Pipeline Management

1. What is the total value of open deals in the pipeline?
2. How many deals are currently in the negotiation stage?
3. Which deals have been in the pipeline for more than 60 days?
4. What is the average time a deal spends in each stage?
5. Which sales reps have the largest pipelines?
6. Are there any deals that need immediate follow-up?
7. How many deals are set to close this month?
8. What is the win rate for deals in the discovery phase?
9. Which deals have no next activity scheduled?
10. What is the most common reason for deals being lost?

Marketing Performance

1. How many leads were generated from the last campaign?
2. What is the click-through rate of our latest email?
3. How many new contacts came from social media last week?
4. Which marketing channel has the highest ROI?
5. How many webinar attendees converted into leads?
6. What is the open rate of our newsletter this month?
7. Which campaign brought in the most high-value customers?
8. How many website visitors filled out a contact form?
9. What is the cost per lead for our current PPC campaign?
10. How many blog subscribers did we gain last quarter?

Task and Activity Tracking

1. How many tasks are overdue?
2. What meetings are scheduled for this week?
3. Which sales reps have the most pending tasks?
4. How many calls were logged last month?
5. Which deals have tasks overdue by more than a week?
6. What follow-up activities are scheduled for today?
7. Who has the most completed tasks this quarter?
8. What tasks are assigned to the marketing team?
9. How many emails were sent to new leads last week?
10. Which deals have no associated activities?

Customer Support and Service Metrics

1. How many support tickets are open?
2. What is the average resolution time for tickets?
3. Which customers have unresolved tickets?
4. How many tickets were closed last week?
5. What is the satisfaction rate from closed tickets?
6. Who are the top customers creating tickets?
7. Which support agents closed the most tickets last month?
8. What is the most common issue reported in tickets?
9. How many high-priority tickets are unresolved?
10. Which tickets have been open for over 30 days?

Contact and Account Management

1. How many new contacts were added this week?
2. Which accounts have had no activity in 6 months?
3. What are the email open rates for key contacts?
4. How many contacts are missing phone numbers?
5. Which contacts were last updated this month?
6. How many VIP customers do we have?
7. Who are the key decision-makers in our top accounts?
8. Which accounts have multiple open deals?
9. How many contacts unsubscribed from emails last quarter?
10. Which contacts are marked as ‘hot leads’?

Data Quality and Maintenance

1. How many duplicate contacts are in the database?
2. Which fields are most often left incomplete?
3. What percentage of deals lack a close date?
4. How many contacts have invalid email addresses?
5. Which accounts have missing industry information?
6. How many deals have inconsistent pipeline stages?
7. Which contacts have bounced emails?
8. How many tasks are assigned without due dates?
9. Which accounts have no associated contacts?
10. What percentage of our leads are missing phone numbers?

Financial and Billing Insights

1. How many deals are overdue for payment?
2. What is the total revenue from all closed deals?
3. Which customers have outstanding invoices?
4. What is the average deal size for this quarter?
5. How many discounts were applied last month?
6. What is the revenue generated from upselling?
7. Which deals are eligible for renewal this month?
8. How many deals were discounted more than 20%?
9. What is the most common payment method?
10. How many invoices were sent last month?

Trend Analysis and Forecasting

1. What is the lead generation trend over the past year?
2. How has the win rate changed month over month?
3. What is the forecasted revenue for next quarter?
4. How has email engagement evolved over time?
5. What is the trend in customer churn over the past year?
6. Which marketing campaigns performed best last quarter?
7. What is the projected deal close rate for next month?
8. What is the sales growth rate for this year?
9. Which industries show consistent revenue growth?
10. What is the trend in pipeline value over the past 6 months?

QuickBooks

QuickBooks insights start here. Try the suggested questions below. Results depend on available QuickBooks data.

Financial Overview

1. What is our current cash flow?
2. How much revenue have we generated this month?
3. What is our total profit for the year?
4. What are the top 5 expense categories?
5. How much money is available in our bank accounts?
6. What is our current accounts receivable balance?
7. How has revenue grown quarter over quarter?
8. What is our gross margin for the past six months?
9. How many invoices were paid this month?
10. What is our year-to-date net income?

Expense Tracking

1. What was our total spending last month?
2. How much did we spend on software subscriptions?
3. What is the largest expense this quarter?
4. How much are we paying in rent annually?
5. Which vendor received the most payments?
6. Are there any overdue bills?
7. How many transactions are categorized as ‘miscellaneous’?
8. What is the trend in utility expenses this year?
9. Which categories have exceeded their budget?
10. What percentage of expenses is payroll?

Accounts Receivable

1. How much is currently outstanding in unpaid invoices?
2. Which customers have overdue payments?
3. What is the average time customers take to pay?
4. How many invoices were sent last week?
5. Who are our top-paying customers?
6. What is the total value of overdue invoices?
7. How many payments are expected this month?
8. Which customers paid their invoices early?
9. How much of our revenue comes from recurring payments?
10. What is the oldest outstanding invoice?

Accounts Payable

1. What is the total amount we owe to vendors?
2. Which bills are overdue?
3. What is the largest outstanding bill?
4. How much was paid to vendors last month?
5. Which vendors have the highest balances due?
6. How many bills are due this week?
7. What is the average time we take to pay vendors?
8. Are there any recurring bills coming up?
9. What is the breakdown of unpaid bills by category?
10. Which vendor invoices are overdue?

Payroll and Employee Costs

1. What is the total payroll cost this month?
2. How many employees were paid last week?
3. What is the average salary expense per employee?
4. How much was withheld for taxes last quarter?
5. What is the breakdown of benefits costs?
6. When is the next payroll scheduled?
7. Which employees received bonuses this year?
8. What is the overtime cost this month?
9. How much was reimbursed to employees?
10. Are there any payroll discrepancies?

Tax and Compliance

1. What is our total sales tax liability this quarter?
2. Have all tax filings been completed for the year?
3. How much did we pay in income tax last year?
4. Which customers are tax-exempt?
5. How much tax was withheld from employee paychecks?
6. What is the breakdown of taxable vs. non-taxable revenue?
7. Are there any outstanding tax payments?
8. What is the total VAT collected this month?
9. How much was refunded for overpaid taxes?
10. What were our estimated taxes last quarter?

Budgeting and Forecasting

1. What is our budget variance for this month?
2. How does this year’s spending compare to last year?
3. What is the projected cash flow for next quarter?
4. Are we over budget in any categories?
5. What is the expected revenue for next month?
6. How much do we plan to spend on marketing this quarter?
7. What is the forecasted net income for the year?
8. Which expenses are expected to increase?
9. How much of the budget remains for R&D?
10. What is the trend in recurring expenses?

Sales and Revenue Insights

1. What is the total revenue this month?
2. How many sales were made last week?
3. Which product generated the most revenue?
4. What is the average revenue per transaction?
5. How many new customers have we gained this quarter?
6. What is the revenue trend over the last six months?
7. Which regions contributed the most sales?
8. What is the revenue breakdown by product category?
9. How many recurring sales occurred this month?
10. What is the total revenue from new customers?

Banking and Reconciliation

1. What is the current balance in our main bank account?
2. Are there any transactions that need reconciliation?
3. How much was deposited last week?
4. What is the total of all credit card transactions this month?
5. Which transactions are flagged as duplicates?
6. How many checks have not cleared?
7. What is the total of outstanding deposits?
8. How much was withdrawn from savings this quarter?
9. Are there any discrepancies in our reconciliations?
10. What is the total of all unclassified transactions?

Custom Reports And Metrics

1. Generate a report on monthly income vs. expenses.
2. What is the profit margin for our top-selling product?
3. Show a breakdown of revenue by customer.
4. What are the top 5 vendors by spending?
5. How many customers paid via credit card last month?
6. What is the average invoice amount for this quarter?
7. Which expenses have increased the most this year?
8. What is the trend in customer payments over the past year?
9. Create a report comparing Q1 and Q2 performance.
10. What is the breakdown of revenue by payment method?