Maxi

What can I help you with?

Ask Maxi anything about your pipeline, deals, forecasts, or get help crafting outreach messages.

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Summary Dashboard

Executive view — pipeline movement, revenue vs target, customer area tracker.

🔄 Change Tracker Pipeline movement across the selected window — same data as the Change Tracker tab.

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Current month

✅ Opportunities closed (New)

💷 Confirmed billing this month (Existing)

🎯 Opportunities due to close

🚧 Blockers

🟢 Outra Platform — Monthly Forecast / Actual

🔮 Looking ahead next 6 months

🏆 Closed Won deals —

Closed-won deals — TCV bar (left, contract value at close) and Billed bar (right, revenue actually billed) side-by-side.

🤝 Tech Partner pipeline

🧭 Partner tracker

🚀 Outra Platform pipeline

📊 Revenue vs target

Monthly closed revenue (TCV) vs FY targets. Includes closed-won and closed-won ongoing deals.

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Change Tracker

What's moved in the pipeline between two dates.

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Open Pipeline (Unweighted)

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Total value before weighting

Open Pipeline (Weighted)

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Probability-adjusted value

Avg Opportunity Size

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Open pipeline / deals

Open Opportunities

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Across all stages

Avg Days to Close (Won)

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Creation → close (won deals)

Closed Won Opportunities

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FY26

Pipeline Conversion

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Won / (Won+Lost)

Pipeline by Stage LiveFY26

Showing unweighted values

Pipeline Opportunity List

✦

Ask Maxi

Team Leaderboard—

Rank by:

Hustle

Pipeline Conversion & Leakage

Stage-to-stage progression · dropout breakdown · velocity

How Far Are Opportunities Slipping?How far deals slip from their original expected close date

Definitions: On Hold = deal where next action is blocked. Outra holds: blocked by our delivery/product readiness. Client holds: blocked by buyer's internal process.

Expected Close AnalysisWhat happened to deals expected to close in a given period

What's Holding Opportunities Up?

Why Are We Losing Opportunities?

FY26

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Closed Revenue

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Closed Revenue

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Current Month: Feb

Day 22/28

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Month Closed

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Month Forecast

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Cumulative Revenue vs Target FY26

Monthly Revenue vs Target FY26

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Revenue by Category

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Rank by:

Category	Revenue Closed	Budget	vs YTD	Progress

Opportunities

Filter

👥 Contacts

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📊

Deck Scorer

Upload a pitch deck or paste a microsite URL. We'll score it against the 40-point B2B Audience Targeting framework and generate a branded PDF report.

Step 1 — Source

📂

Drag & drop a .pdf or .pptx — or click to choose

Max 50 MB

Step 2 — Context

Deck title (optional)

Who is the primary audience?

What stage of the sales process?

Which areas matter most? (multi-select)

🌐

Microsite Builder

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📤

Export

Configure filters and download your data

Export type

Opportunities to export

Filter by owner

Time frame (filters by deal close date)

Filter by status (multi-select)

Columns to include

Sort by

File format

0 deals match filters

💬

Feedback

Spotted a bug or got an idea? Add it here. Upvote what matters most.

Suggested 0

Being worked on by tech / data team 0

Fixed / Implemented 0

Content Type

Topic or Brief 📎 Reference / best-performing example (optional) Audience Focus Tone

LinkedIn Post: 900-1,200 chars, no line break after every sentence · Blog: 600-900 words · Newsletter: 200-300 words · Event Write-up: 300-500 words · Twitter/X Thread: 5-7 tweets numbered

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Maxi Outra Content Assistant

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What do you want to create?

Fill in the brief on the left and hit Generate. I'll draft your content here, and you can refine it with me in conversation.

Who are you contacting?

Brand Seniority / Job Title Type (select all that apply)

Vertical Your priority What do they care about?

Include Outra explainer Add a short intro on who Outra are and what we do

Additional context (optional)

📎 Attach file

Channel

Tone

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Maxi Outra Message Assistant

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Ready to write your message

Fill in the contact details on the left and hit Generate. I'll draft your message here, and you can refine it with me in conversation.

Agency

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Dentsu

Publicis

Omnicom

Havas

Status Key:

Active — engaged in last 30 days

Inactive — no activity in last 30 days

Cold — in HubSpot but no activity at all

Unknown — not yet in HubSpot

⚠️ Job changes detected 0

Change Alerts

🏢 Agency News

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📦 Client News

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💼 LinkedIn Activity

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E-commerce / D2C

E-commerce Brand segment

Ask Maxi

📰 News — Active Opportunities

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💼 LinkedIn Activity

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Tech Partner Pipeline

Partner:

Partner Tracker

🚚

Removals

Removals segment

Ask Maxi

📰 News — Active Opportunities

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💼 LinkedIn Activity

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🏠

Property

Property segment

Ask Maxi

📰 News — Active Opportunities

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💼 LinkedIn Activity

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🏢

Indy Agencies

Accounts and contacts in the Independent Agencies segment

Outra Platform pipeline

🧬 Lookalike / 360

Filter

🎯

Propensity to Buy

Outra product

🚧

Coming soon

Propensity to Buy product page is in development. Opportunities tagged with the Propensity to Buy Outra Product will surface here.

Proposal View Log

Every unlock across every proposal microsite, including unattached templates like the generic homebuilder demo.

Visitor	Proposal	Opportunity	Visit #	Active	When ▾	Actions
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API

Outra product

🚧

Coming soon

API product page is in development. Opportunities tagged with the API Outra Product will surface here.

Add Event Lead Entry

👥 Contacts

🌳 Accounts

Deck Scorer

Microsite Builder

Export

Feedback

Indy Agencies

Proposal View Log

✓ Close To-Do

⏰ Snooze To-Do