Reporting
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
Six reports, all on live data
Every report connects to live data. Build once, refresh on demand or on a schedule.
Revenue & Forecast
Live data · refresh on demand or on a schedule
Covers subscription, usage-based, and one-time revenue streams with cohort breakdowns.
Key metrics
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
AI analysis
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.
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