Industries

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Browse All Use Cases

Customer Data Platform

Simplify multi-touch attribution, audience segmentation, and campaign targeting with a lightweight Customer Data Platform designed for marketing and operations teams

Automate QBRs and Deliver Insights

Automate QBRs, uncover actionable insights, and deliver results—all in one powerful platform

CRM Account Health

Maintain a comprehensive overview of account health within your CRM with CRM Account Health . This assesses key indicators such as engagement levels, purchase history, and support interactions to identify at-risk accounts and opportunities for upselling.

Sequence Performance

Evaluate the effectiveness of your email sequences and marketing campaigns with Sequence Performance . This tracks open rates, click-through rates, and conversions, providing insights into what works and what needs adjustment to improve engagement and results.

LTV and CAC Deep Dive

Delve into the lifetime value (LTV) and customer acquisition cost (CAC) metrics with LTV and CAC Deep Dive . This provides an in-depth analysis to help businesses understand profitability and optimize marketing spend, facilitating a comparative analysis to ensure sustainable growth.

Full Funnel Conversion Analysis

Discover where leads drop off in your sales funnel and turn insights into action. This step-by-step Funnel Conversion Analysis provides ready-to-use visuals and metrics to help you optimize each stage, improve conversion rates, and boost B2B growth. Ideal for SaaS teams looking to enhance their customer journey.

Leading & Lagging Indicators

Monitor both leading (predictive) and lagging (outcome-based) indicators to gauge your business health and forecast future performance with Leading & Lagging Indicators . This enables teams to balance short-term results with long-term strategies effectively.

GTM Data Hygiene

Ensure the cleanliness and accuracy of your go-to-market data with GTM Data Hygiene . This provides a structured approach to identifying and correcting data inconsistencies, duplicates, and gaps that can impact marketing and sales efforts.

QBR Deck

Create thorough and impactful presentations for your Quarterly Business Reviews (QBRs) with QBR Deck Template. Designed for B2B SaaS companies, this template provides a structured format to present key performance metrics, strategic updates, financial performance, and future plans to stakeholders and clients.

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Pipeline Waterfall

Stay on top of your team’s pipeline generation and progression. Made with data scooped out of your CRM (no matter which one you use).

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Cohort Analysis

Reduce customer churn and make better product decisions to drive new revenue and upsell. Made with data scooped out of your CRM and software product (no matter what they are).

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Buyer Persona Analysis

Develop in-depth buyer personas with Buyer Persona Analysis . This assists marketing and sales teams in creating detailed profiles based on demographic, psychographic, and behavioral data collected from various customer interactions and research efforts.

Event ROI

Evaluate the return on investment for each event with comprehensive Event ROI . This allows event planners and marketing teams to track expenses, participant engagement, lead generation, and subsequent conversions from conferences, webinars, and other marketing events.

Sequence Performance

RevOps Audit

Conduct in-depth auditing of your revenue operations with Rev Ops Audit . This assists teams in evaluating their processes, tools, and strategies to ensure they are optimized for maximum revenue generation. It features comprehensive checklists and assessment tools tailored to rev ops standards.

GTM Data Hygiene

Board Deck

Create compelling and comprehensive presentations for your board meetings with Board Deck Template. Designed for B2B SaaS companies, this template provides a structured format to showcase key metrics, strategic updates, financial performance, and business insights in a professional and visually appealing manner.

Marketing CPL

Gain a comprehensive understanding of your marketing costs and their impact on lead generation. This seamlessly integrates data from your CRM and other marketing tools to provide a clear view of your cost per lead (CPL) across different campaigns and channels.

Cohort Analysis

Reduce customer churn and make better product decisions to drive new revenue and upsell. Made with data scooped out of your CRM and software product (no matter what they are).

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Customer Data Platform

Simplify multi-touch attribution, audience segmentation, and campaign targeting with a lightweight Customer Data Platform designed for marketing and operations teams

Automate QBRs and Deliver Insights

Automate QBRs, uncover actionable insights, and deliver results—all in one powerful platform

Pipeline Performance

Monitor and enhance your sales pipeline's performance with Pipeline Performance . This provides a dynamic overview of the entire sales pipeline, tracking leads from initial contact through to deal closure.

Revenue and Pipeline Attribution

Accurately attribute revenue across different marketing and sales activities with Revenue and Pipeline Attribution . Designed for B2B SaaS companies, this tracks customer interactions from first touch to deal closure, enabling teams to understand which activities drive the most revenue and contribute to pipeline health.

MRR Dashboard

Monitor your Monthly Recurring Revenue (MRR) trends with comprehensive MRR Dashboard . This allows you to view MRR growth, churn, and new sign-ups in real-time, providing actionable insights to drive revenue optimization strategies.

LTV and CAC Deep Dive

Leading & Lagging Indicators

RevOps Audit

QBR Deck

Board Deck

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PE and VC

Understand how your portfolio companies are tracking on sales and finance targets - and compare how portfolio companies are doing, all in one centralized location

Pipeline Waterfall

Stay on top of your team’s pipeline generation and progression. Made with data scooped out of your CRM (no matter which one you use).

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MRR Waterfall

Gain a holistic view of monthly recurring revenue and how it’s growing. Made with data scooped out of your CRM and ERP if you have one (no matter which you use).

RevOps

Empower your RevOps team to consolidate data from every corner of your business, uncover critical insights, and accelerate growth through live, presentation-ready reports.

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Closed Lost Revival

Revitalize opportunities from closed-lost deals with Closed Lost Revival . This comprehensive tool enables sales teams to analyze and understand the reasons behind lost deals, providing insights into customer decision-making processes and competitive dynamics.

Pipeline Performance

Revenue and Pipeline Attribution

MRR Dashboard

Full Funnel Conversion Analysis

RevOps Audit

Pipeline Conversion Analysis

Analyze conversion rates throughout your sales pipeline with Pipeline Conversion Analysis . Designed for B2B SaaS companies, this breaks down the pipeline into distinct stages, helping to identify which parts are most and least efficient at converting leads into customers.

Deal Velocity

Track and accelerate the speed at which deals move through your sales pipeline with Deal Velocity Template. Designed for B2B SaaS companies, this template provides a clear, data-driven view of how long deals stay at each stage of the sales process, identifying bottlenecks and opportunities for process optimization.

Rep Scorecard

Effectively track and evaluate the performance of your sales representatives with Rep Scorecard Template. Designed for B2B SaaS companies, this template provides a comprehensive overview of key performance indicators (KPIs), enabling managers to assess individual contributions and identify areas for improvement.

Board Deck

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Sales Forecasting

Predict monthly, quarterly, and yearly revenue using your own custom forecast categories. Made with data scooped out of your CRM (no matter which one you use).

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Customer Data Platform

Simplify multi-touch attribution, audience segmentation, and campaign targeting with a lightweight Customer Data Platform designed for marketing and operations teams

Automate QBRs and Deliver Insights

Automate QBRs, uncover actionable insights, and deliver results—all in one powerful platform

Pipeline Performance

Revenue and Pipeline Attribution

Sequence Performance

MRR Dashboard

Product Usage by Trial and Customer

Track and analyze how different segments of trial users and paying customers engage with your product using Product Usage by Trial and Customer . This allows you to identify usage patterns, feature popularity, and potential areas for product improvement or customer support interventions.

Full Funnel Conversion Analysis

Leading & Lagging Indicators

Deal Velocity

QBR Deck

Cohort Analysis

Reduce customer churn and make better product decisions to drive new revenue and upsell. Made with data scooped out of your CRM and software product (no matter what they are).

MRR Waterfall

Gain a holistic view of monthly recurring revenue and how it’s growing. Made with data scooped out of your CRM and ERP if you have one (no matter which you use).

Transform Slack Into Your Data HQ

Chat Your Way Through the Full Analytics Stack

AI That Does Data Science

ML-Powered Insights Without the PhD

Enterprise-Grade Security, Startup-Speed Innovation

Your AI Data Scientist

Chat with your data. Discover what’s really going on

Find what’s hiding in your data—before it costs you.

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You know who they are. You just don’t know why they matter.

AI-Powered Analytics for Every Use Case

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Browse All Use Cases

Customer Data Platform

Automate QBRs and Deliver Insights

CRM Account Health

Sequence Performance

LTV and CAC Deep Dive

Full Funnel Conversion Analysis

Leading & Lagging Indicators

GTM Data Hygiene

QBR Deck

Pipeline Waterfall

Cohort Analysis

Browse All Use Cases

Buyer Persona Analysis

Event ROI

Sequence Performance

RevOps Audit

GTM Data Hygiene

Board Deck

Marketing CPL

Cohort Analysis

Browse All Use Cases

Customer Data Platform

Automate QBRs and Deliver Insights

Pipeline Performance

Revenue and Pipeline Attribution

MRR Dashboard

LTV and CAC Deep Dive

Leading & Lagging Indicators

RevOps Audit

QBR Deck

Board Deck

PE and VC

Pipeline Waterfall

MRR Waterfall

RevOps

Browse All Use Cases

Closed Lost Revival