Forecasts that hold up to the QBR microscope.
Sales analytics, conversion funnels, weighted revenue forecasts, churn-risk dashboards, custom dashboard builder, CSV/PDF export — everything finance and ops need to plan the next quarter.
Everything Advanced Analytics ships with — out of the box.
No add-ons. No upsells. The features below are all included on day one of your 14-day trial.
Won / lost / open deal counts, won amount, win rate, avg won deal size — all live.
Sum of (open_deal.amount × probability) over a horizon (default 30 days). Lists deals closing this period.
Leads → Qualified → Deals → Won — counts at each stage + lead-to-qualified and qualified-to-won %.
AI-graded risk score per tenant + retention play. See drop-off before it happens.
Drag-and-drop widgets onto a canvas, save layouts per user. Multiple dashboards per tenant.
Every report exports to CSV (raw) or PDF (presentation-ready). Pre-branded for QBRs.
Per-customer composite score from product usage + comm activity + payment history.
All numbers scoped to your company_id — never bleeds across tenants.
Mongo aggregation pipelines + 60s cache on hot widgets keep page loads instant.