RevOps Decision Center
Revenue teams operate on outdated forecasts and siloed data. By the time you spot a problem, it's already too late to fix it.
The cost of poor visibility: missed quarters, sandbagged forecasts, and deals that slip through the cracks.
What You Get
Real-time Pipeline Visibility
See your entire pipeline in one view. No more switching between tabs or waiting for weekly reports. Data refreshes automatically from your CRM.
AI-powered Forecast Adjustments
Get intelligent recommendations that factor in deal velocity, historical patterns, and market signals. Stop relying on gut feel.
Deal Risk Scoring
Automatically flag deals that show warning signs. Stalled conversations, missing stakeholders, or unusual delays — all surfaced before they become problems.
Rep Performance Insights
Understand what's working and what isn't. Track activity levels, conversion rates, and deal progression by rep, team, or segment.
Example Workflow
See how a VP of Sales uses the RevOps Decision Center to run a weekly pipeline review.
Open the Forecast View
Current pipeline, commit numbers, and AI-adjusted forecasts load automatically from Salesforce.
Review At-Risk Deals
Filter the pipeline view to see deals flagged for stalled activity or missing next steps.
Update Deal Inputs
Add notes, adjust fields, and write updated values back to Salesforce for alignment.
Share the Weekly Snapshot
Export a summary to Slack or email for leadership — formatted and ready to go.
Data Sources & Integrations
Connect the tools your revenue team already uses. No data engineering required.
Plus dozens of additional connectors for databases, APIs, and cloud tools.
2-Week Deployment
Connect & Configure
- • Connect Salesforce/HubSpot and validate data sync
- • Configure pipeline stages and forecast categories
- • Set up risk scoring rules and thresholds
Train & Launch
- • Team training sessions for managers and reps
- • Fine-tune dashboards based on feedback
- • Go live with ongoing support
Stop flying blind
See how the RevOps Decision Center can give your revenue team the visibility they need to hit their numbers.
Schedule a Demo