Deal Desk
Every action owed this week from your sales and partnership calls, with the email attached.
- Actions by day
- Pipeline status
- Hand-offs
Included with Dextego
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Dextego Views for Claude
Your calls, turned into the page you work from.
Twelve ready-made views that live inside Claude. Each one reads your Dextego calls and builds the page you need: who to follow up with, what to say, which rep to coach, which deal is slipping.
Want quick answers instead of a page? Start with the free prompt library
Included with Dextego. Connect it to Claude once, then pick a view from the menu or just ask for it.
[19:12]Buyer: What are you taking out of the stack?
[19:31]Buyer: If this is another tool for the stack, I’m out.
[19:39]Rep: Nobody wants to learn a new tool...
after the call
SalesJordan Ellis, Northwind$40,000Sample data
Answer “what does this replace” before Thursday’s call
Raised at 19:31 and answered late. Lead with where it runs: inside the calls and CRM the team already uses.
Email draftHi Jordan, you asked what this takes out of the stack. Short answer: [the tool it replaces for you], and nothing new for your reps to log into...
☐ SentCopy email
One set of calls. A view for each person who needs it.
Sales leaders and founders see whether the number is real. Managers see who to coach and which deal to step into. Reps see today’s calls, what to say, and the follow-ups they owe.
Path to Target
Is the number real? Closed, weighted pipeline, the gap, and the deals that close it.
- Gap to target
- Deals to kill
- Buyer calls per week
Included with Dextego
Voice of the Buyer
What buyers push back on, in their words, turned into collateral and roadmap ideas.
- Objection themes
- Verbatim quotes
- Marketing and product asks
Included with Dextego
QBR Deck
A renewal deck per customer, built from their own usage and score gains.
- Usage
- Score change
- Expansion ideas
Included with Dextego
Team Influence Board
Where the team moved, who improved, and one focus with a Friday roleplay.
- Four levers
- Leaderboard
- Team focus
Included with Dextego
1:1 Prep
Walk in with three talking points and one call moment to review together.
- Scorecard
- Call moment
- One drill
Included with Dextego
Deal Inspection
Deals that look alive in the CRM but sound stuck on the calls.
- Risk from calls
- Your move
- Value at risk
Included with Dextego
Coaching Tracker
Did the rep practise, and did it show up on live calls?
- Assigned skill
- Roleplays done
- Live change
Included with Dextego
My Day
Today's meetings, how to talk to each buyer, and the follow-ups you still owe.
- Buyer read
- Follow-ups
- One skill
Included with Dextego
Pre-Call Brief
Five minutes of prep: how this buyer decides, likely objections, the next step to ask for.
- DISC and Big 5
- Likely objections
- Close
Included with Dextego
Call Follow-Up
The recap email, CRM updates, and any promise you made that you still owe.
- Email draft
- CRM updates
- Open questions
Included with Dextego
My Growth
Your 8-week trend, your best moment, and one roleplay for Monday.
- Trend
- Best moment
- Practice
Included with Dextego
Need a view that isn’t on the list?
Our team is always happy to help you create a custom view, built around your sales process, your meetings and the numbers you report on.
How it works
- 1
Connect Dextego to Claude
One connection. Your calls, scores, objections and buyer profiles become available to Claude, for you only.
- 2
Pick a view or just ask
Choose “Deal Desk” from Claude's menu, or type “what's my day”. No prompts to copy, nothing to set up.
- 3
Let it run on schedule
Say “every Monday at 8”. The same page updates each week, so your team always has the same link.
Prompts or views?
Ask once, or get a page every week.
Prompt library
A good answer in chat, when you ask. Copy a prompt, paste it into Claude. The first five are free.
Browse the prompts →Dextego Views
A page your team works from, rebuilt on a schedule. Pick it from Claude’s menu, no copying.
See the views →See your own calls as a Deal Desk.
Book 20 minutes. We connect a sample of your calls and build your first view live, so you see what your Monday would look like.
Views are included with a Dextego plan. Example pages use sample data.