Your first report,
in under 10 minutes.

From your Reports page, click + New Report. You'll be prompted to add a data source. Amoeba supports:

• HubSpot — connect via OAuth; syncs automatically
• Salesforce — same OAuth flow
• Google Drive — once authenticated, browse and select any file directly
• Local file upload — CSV, PDF, or DOCX from your machine

If your integration is already connected (e.g. HubSpot is shown as "Connected"), it will appear pre-authenticated. You can also add additional sources to a single report later.

Once your source is connected, the Define Report Structure dialog opens. Amoeba's agent will ask you a short sequence of questions to design the right report for your situation. You don't need to have all the answers — the agent adapts.

Typical questions include:

• Who is the intended reader, and what decision should they be able to make after reading this?
• What data sources will this draw from, and over what time window?
• What cadence do you want — weekly with a rolling view, or monthly with a trend?
• How is "pipeline" defined in your context — CRM Opportunities, MQL→SQL funnel, or both?
• What columns does your data include?

Answer as specifically or as loosely as you like. If you're unsure, say so — the agent will infer a best-effort answer and flag assumptions in the final report.

After the Q&A, the agent generates a complete report structure: section-by-section with titles, what each section will analyze, and what data it will draw on. Review it carefully.

A typical pipeline intelligence report structure includes:

• Executive Summary with key decision signals
• Pipeline Snapshot — total open pipeline, deal count, stage distribution
• Weekly Creation Trend — 12-month rolling view
• Stage Mix & Velocity — late-stage concentration and cycle times
• Win/Loss Analysis — by segment, deal size, and time period
• Key Drivers & Notable Movements
• Prioritized Recommendations (next 1–2 weeks)
• Data Confidence & Limitations — what's directly supported vs. inferred

When you're satisfied, click Accept Report Structure. You can also ask the agent to revise specific sections before accepting.

Once the structure is accepted, you'll land on the Report Settings panel. Here you can:

• Specify a time period — set a custom start/end date, or use rolling windows like "last 30 days" or "last 12 months"
• Choose output format — PDF for sharing, or use the in-app Highlights and Report views
• Use previous report as context — toggle this on to enable week-over-week or month-over-month comparison language in the next run
• Add additional data sources — enrich the report with more signals at any time
• Schedule delivery — set up recurring generation and email delivery via the Schedule tab

When you're ready, click Generate Report.