Automate revenue reporting
in spreadsheets
Create pipeline dashboards, forecast models, and commission reports
your CRM can't - in the spreadsheet you already use.
Trusted by Revenue Teams at
THE PROBLEM
Your CRM wasn't built for the analysis you
actually need
Limited views and joins
No historical snapshots
Every change is a ticket
THE SOLUTION
Build what your CRM can't
“It pulls pipeline and quota data automatically and flags any segment below 3x coverage.”
Pipeline Coverage
“Reps now see what they're paid in a live spreadsheet - no week-long comp reports.”
Commission Calculator
“Territory planning that took three months now takes a week.”
Territory Optimization
“I track conversion rates by rep, source, and segment - and spot bottlenecks in real time.”
Deal Stage Conversion
See how it works
1. Connect your revenue systems
One-click connections to Salesforce, HubSpot, Outreach, Gong, and 100+
systems. Live 2-way sync keeps data fresh.
2. Ask AI to build what you need
Describe what you need in plain English. AI pulls the right data, joins across
sources, and builds your report - with formulas you can audit.
3. Publish live dashboards
Create and share live dashboards with your team. Get Slack or email alerts
when metrics cross your thresholds.
Enterprise-ready from day one
Security, compliance, and control - without the enterprise sales cycle.
SSO & access control
Your identity provider. Your rules.
- SSO: Okta, Azure AD, Google Workspace, OneLogin
- Roles: Admin, Editor, Viewer
- Permissions: Control who accesses which data sources
Start Automating Today
No credit card. No sales call. Live in 60 seconds.
