Freshly released today, Ask ArborNote Sales Assistant lets you ask questions about your sales in plain English and get answers from your actual data, with no reports to build and no spreadsheets to export.

From the General Tree Care tab in Manage Proposals, ask questions like “What’s our close ratio this year?”, “Which salesperson sold the most this quarter?” or “Which customer has the highest total value of approved proposals?”

The AI works out what you’re asking for, and ArborNote does the counting, totaling, comparing and ranking on your real proposal records. That means every number is calculated from your data, not made up by the AI. Each answer shows which statuses, dates and salespeople it used, so you know exactly what you’re looking at. With one click, you can open the proposals behind any answer in your grid to sort, search or follow up. The results match your Sales Dashboard, including close ratio and Key Opportunities, so it’s a faster way to reach the numbers you already trust. Ask about pipeline value, top customers, month-over-month trends or salesperson leaderboards, and get your answer in seconds.

Read our full help article for full details.