Build an AI Deal Assistant for Sales Reps in Sigma

Oscar Bashaw, Solutions Architect, demonstrates how to build a pipeline forecasting application in Sigma that helps sales teams manage opportunities, align forecasts, and reduce risk by consolidating insights across CRMs, product usage data, call transcripts, and more.

What this app enables:

Centralized view of deals, forecasts, and rep alignment

Real-time Q&A powered by warehouse-native RAG models

Answers to questions like “Have we discussed pricing?” or “Any security risks?”—with full context from deal data

Live data from CRMs, call logs, product usage, and more

Custom functions that make AI adoption seamless for business users

This solution replaces multi-tool workflows with a single, intelligent workspace to drive faster, more accurate forecasting decisions.

Ready to build? Start by learning how to run an AI Query: https://help.sigmacomputing.com/docs/...