Use cases

RevOps questions,
answered from the truth.

Each use case runs on the same six read-only tools. Pick the question that costs you the most time today.

Fix what the CRM never told you

Pipeline hygiene

Duplicates merged, orphan deals and missing amounts flagged, before anyone quotes a number.

data_healthpipeline_summary

Clean inputs, honest forecasts

Forecast inputs

Stale close dates and undercounted deals surfaced, so the forecast starts from clean inputs.

pipeline_summarydata_health

Why you win, why you lose

Win rate, cycle length, and loss reasons, plus the full resolved account behind any deal.

win_lossaccount_lookup

Won is not paid

Sales-to-billing handoffs

Deals marked won in the CRM with no active subscription in billing, found automatically.

account_lookupchurn_signals

See risk before it leaves

Renewals and churn

Cancellations, unpaid and past-due subscriptions, and MRR by status, straight from billing.

churn_signalsrevenue_summary

Your question

Ask it on
sample data first.

Read the quickstart Get early access