01
See what changed
Revenue pacing, pipeline movement, deal aging and changing close dates.
Weekly direction for everyone accountable for growth
Lead the sales conversation with context and confidence.
Whether you are new to the role, building a new sales team or accountable for one without a reliable way to test the numbers? Geographer’s team and weekly reports bring clear context to the CRM data you already own: what changed, what’s credible, and where management can help.
Better leadership · Better management · Better selling
We all need a little help becoming better managers, leaders, and salespeople.
Whether you are a successful CEO growing a business and managing sales with little experience or time, a sales leader who needs a reliable way to test the number, or a seller deciding where to focus, Geographer turns Dynamics 365 data into practical weekly context.
02
Test the number
Separate the open book from the evidence that makes it credible.
03
Help people improve
Bring each 1:1 a focused question and a credible deal pattern to inspect.
04
Act this week
Turn the read into a few concrete buyer moves and leadership asks.
Your team may call it ACV, ARR, TCV, or simply revenue. During setup, Geographer asks how you forecast and track it. That choice shapes the reporting rules; it is not the product's headline. Coverage and confidence use only eligible, credible open opportunities.
One product · Three reports
A weekly rhythm people can use.
Leaders see the business. Managers get ready to help people improve. Sellers know where to put their energy this week.
Leadership and team improvementBuilt for the people responsible for the number and the people behind it
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01 / Leadership
Management Bearings
What changed, and what deserves a decision?
A concise team read on pacing, credible coverage, risk concentration and the questions a CEO or sales leader should take into the week.
Example: Open pipeline grew while the evidence behind this quarter weakened.
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02 / Coaching feature
1:1 Waypoints
What will help this person improve?
A private manager report with progress, blockers, key deals and focused questions. Experienced leaders use it to make coaching more consistent; new managers use it to learn the team.
Example: Prospecting improved; qualified-to-proposal conversion did not.
Personal reportFor each salesperson · One short note and PDF
03 / Individual seller
Pipeline Snapshot and Quota Roadmap
What are my highest-value moves this week?
A personal read on progress, credible opportunities, up to three practical actions and the help worth requesting. It works alongside Dynamics 365, not in place of it.
The personal report gives each rep a private, evidence-based view of credible opportunities and practical next moves.
Illustrative revenue path
$105K of $190K goal- Priority 1: confirm the buyer decision.
- Priority 2: secure backup next steps.
- Priority 3: resolve aging deals.
Explore the report experiencesReports are the product. There is no dashboard to learn.
Successful self-service
Enablement starts with context.
The Geographer enablement process learns how your business measures revenue, leads the team, and makes decisions so self-service reports reflect the context behind your Dynamics 365 data.
01
Define the measure
Tell us how you forecast and track revenue, set the fiscal calendar, and confirm the coverage target.
02
Set the team context
Confirm people, goals, new-rep status, management focus and how your team wins or loses.
03
Connect Dynamics
Authorize Dynamics 365. We match the selected sellers to CRM users, then ask you to confirm.
04
See your working report
After the questionnaire and Dynamics connection, see a working report inline in real time.
Explore the enablement process →The public site never collects CRM credentials, employee data or quota figures.
Who chooses Geographer
Three buying reasons. One reporting product.
Growing B2B teams using Dynamics 365 choose Geographer when the business needs a reliable weekly read and people need help acting on it.
CEO / Founder
Know whether to trust the pipeline.
Get a plain-language view of credible coverage and the leadership question worth asking, without becoming the sales analyst.
For executives →Experienced Sales Leader
Make coaching more consistent.
See patterns across the team and use focused questions to understand what helps deals move and what needs attention.
For sales leaders →New Sales Manager
Get ready for each 1:1.
Start with the evidence and a question worth asking, without clicking through every Dynamics record to learn the team.
For new managers →Who uses it each week
Three views for the people doing the work.
Executive
See the business clearly.
Use Management Bearings to understand what changed and where leadership can help.
Executive view →Manager
Help people move forward.
Use 1:1 Waypoints to recognize real progress and focus the next conversation. New managers get a fast way to learn the team.
Manager view →Seller
Build momentum.
Use the personal roadmap to choose the next move. It is especially useful when someone is new to the role, team or market.
Seller view →Other CRMs · Lighthouse program
Help us learn what a useful weekly report should answer.
Geographer supports Dynamics 365 and Zoho CRM today. If your team uses another CRM, tell us how you judge pipeline and coach your people. We expect to listen and learn from your experience.
Need to talk?
Have a product or setup question?
Send us a note and we will point you in the right direction.