Sales analytics

Pipeline and forecasts your team can agree on.

Define pipeline, coverage and win rate once, give every region its own view through row-level security, and run the forecast call and the quarterly review on live numbers.

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Row-level security and field masking apply to every dashboard, report, export and AI answer. See the controls

Quarter: Q3Default view

Open pipeline

18.4M

−1.2M vs August

Coverage

3.2×

Target 3.0×

Deal	Stage	Amount	Moved to
Platform renewal	Negotiate	420K	Q4
Analytics expansion	Propose	310K	Q4
Regional rollout	Commit	260K	Q1

Explain this change

Open pipeline

August → September

19.6M → 18.4M

−1.2M (−6.1%)

Top contributors

Enterprise−0.8M (67%)

Mid-market−0.3M (25%)

Small business−0.1M (8%)

Illustration with sample data. The pipeline review as the West region’s sales lead sees it: row-level security returns only West rows. Explain this change splits the drop in open pipeline by segment.

The questions sales teams ask.

Each answer describes what the product does today, and links to the page in the documentation that explains how it works.

What is our pipeline coverage this quarter, region by region?
Define pipeline, quota and coverage once as governed metrics, each with an owner and a target. KPI cards, exports and AI answers that use a metric all evaluate the same definition, so a region's coverage and the company's are calculated the same way.
Governed metrics
Can each regional lead see only their own region?
A row-level security policy on the data model limits the rows each person sees, for example to their region. It applies beneath every chart, export, drill-down and alert, and no dashboard filter can widen it.
Row-level security
Pipeline fell this month. What drove it?
Explain this change compares the period with the one before and splits the movement by any dimension of the model, such as segment or region. Ask a follow-up in AI Chat and the answer comes with its chart, the SQL behind it and the evidence it used.
Explain this change
How does each manager get their forecast before Monday's call?
Schedule the forecast report weekly, choose a filter column and map each manager to their region. Each one receives a copy filtered to that region, as PDF, Excel, PowerPoint or CSV.
Data-driven delivery

How the work runs.

Alerts when a number crosses its line, and the reports and reviews that arrive on a schedule.

Every day
An alert instead of a hunt
An alert rule on the coverage card is checked on the server and tells the regional lead, by email or in the app, when coverage drops below its threshold.
Alert rules
Every week
The forecast, already in the inbox
The forecast report reaches each manager on Monday morning, filtered to their region, from a single schedule.
Report scheduling
Every quarter
The business review, written together
Write the quarterly review as a story: a section for each region, assigned to its lead with a due date, live numbers in the text, and reviewers who approve it before it is published.
Reviews in Stories

Your data, where it lives.

Connect the warehouse your CRM data already lands in and query it live, where it sits. Salesforce and HubSpot data can also be pulled in by Pipelines.