Numbers You Can Act On
Every metric updates in real time — revenue, pipeline velocity, conversion rates, team activity. No batch jobs, no stale dashboards. Connect your data sources once and monitor what matters from a single view.
Monthly Revenue
Jan — Dec 2024 (thousands)
Revenue Mix
Current quarter
Report Catalog
Every report connects to live data. Build once, refresh on demand or on a schedule.
Revenue & Forecast
Monthly recurring revenue, churn impact, net expansion, and quarterly forecast comparisons with variance analysis.
Covers subscription, usage-based, and one-time revenue streams with cohort breakdowns.
Pipeline & Conversion
Stage-by-stage funnel metrics, average deal cycle length, win rate by source, and rep-level performance.
Includes velocity trend lines and AI-flagged bottlenecks by stage.
Activity & Engagement
Email open rates, meeting frequency, call volume, and deal interaction timelines across your team.
Correlates activity volume with close rates to surface what actually works.
Custom SQL Reports
Write raw SQL against your workspace data. Join contacts, deals, and activities into bespoke views.
Supports parameterized queries, scheduled exports, and shared report URLs.
Team Performance
Individual and team quota attainment, ramp progress for new hires, and leaderboards with configurable periods.
Auto-calculates commission-eligible revenue per rep per period.
AI Insight Digest
Weekly summary of anomalies, risk signals, and opportunity recommendations generated by the AI analysis engine.
Delivered as an in-app notification and optional email digest every Monday.
Metrics That Move Decisions
We surface the numbers that actually correlate with outcomes — not vanity metrics. Conversion velocity, pipeline coverage ratio, and net revenue retention are front and center.
Average lead-to-close conversion rate across all workspaces
Median deal cycle, down from 31 days after teams adopted pipeline reports
Sales Funnel — Q4 2024
Stage conversion rates
Anomaly Detection & Forecasting
The engine compares current metrics against 90-day rolling baselines. When a number deviates beyond two standard deviations, it surfaces a notification with context — not just a red flag, but the "why."
Trend projection
Linear regression on trailing 12 weeks of data, updated nightly. Projects next quarter's revenue with a confidence interval.
Natural-language summaries
Each insight comes with a one-paragraph written explanation. No charts to decode — just "Pipeline coverage dropped below 3x, primarily due to 4 enterprise deals stalling in the Proposal stage."
Comparative benchmarks
Your metrics are compared against anonymized industry aggregates. See whether your 18-day close rate is above or below the median for your segment.
Revenue Trend
+32% YoY15-month trailing view
AI Insight: Revenue growth accelerated 40% in Oct–Dec vs. the prior quarter, driven by 3 enterprise closes in the Consulting segment.
Stop guessing. Start measuring.
Set up your first dashboard in under 5 minutes. Connect data sources, pick your metrics, and share reports with your team.