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Category

User

Processes

Integration

Template

A complete overview of your ARR story.

SFDC connector
HubSpot connector
FP&A
RevOps
Controller
QBR
Rolling ARR [Opportunities]
Rolling ARR
Net new ARR
ARR waterfall
New ARR
New ARR
Net new ARR
Net new ARR
Template

A view of your closed-won opportunities.

SFDC connector
HubSpot connector
SalesOps
FP&A
RevOps
Controller
QBR
Bookings
Bookings
Bookings
Bookings QTD
Bookings QTD [Historical Comparison]
Bookings QTD (historical comparison)
Average Sales Price
Average sales price
Template

Identify your best performing campaigns.

SFDC connector
MarketingOps
Campaign Performance
Campaign Attribution
Campaign Attribution
Campaign attribution (Bookings)
Campaign Attribution (Pipeline)
Campaign attribution (Pipeline)
Template

Optimize conversion rates from new lead to sales opportunity.

SFDC connector
RevOps
MarketingOps
Top of Funnel
Performance Marketing
Leads Converted
Leads Converted
Lead-to-SAL Rate
Lead-to-MQL Rate
Lead-to-SAL Rate
Lead-to-Opportunity Conversion Rate
Lead-to-SAL Rate
Lead-to-SAL Rate
Leads Qualified
Leads Created
Template

A clear view of new lead generation.

SFDC connector
RevOps
MarketingOps
Top of Funnel
Performance Marketing
Leads Qualified
Leads Accepted
Leads Qualified
Leads Created
Leads Qualified
Leads Qualified
Template

A total overview of your customer accounts.

SFDC connector
FP&A
RevOps
Controller
QBR
New accounts
New accounts
Churned accounts
Churned accounts
Active accounts
Active accounts waterfall
Template

Analyze the flow of leads from MQL to opportunity.

SFDC connector
RevOps
MarketingOps
Top of Funnel
Marketing Qualification
MQL-to-Customer Win Rate
MQL-to-Opportunity Conversion Rate
Average MQL-to-SAL Duration
Average MQL-to-Opportunity Duration
Average MQL-to-SAL Duration
Average MQL-to-SAL Duration
MQL-to-Customer Win Rate
MQL-to-SAL Rate
MQL-to-Customer Win Rate
MQL-to-Customer Win Rate
Leads Qualified
Leads Qualified
Template

Discover the likelihood of winning opportunities.

SFDC connector
SalesOps
Pipeline Analysis
Opportunity Win Rate by Stage
Opportunity win rate
Opportunity Win Rate by Stage
Opportunity win rate by stage
Template

Streamline pipeline management and gain predictability into booking.

SFDC connector
SalesOps
Pipeline Management
Forecasting
Bookings and pipieline
Bookings and pipeline
main image
Pipeline creation
Pipeline Creation QTD [Historical Comparison]
Pipeline creation QTD (historical comparison)
Bookings
Bookings QTD
Bookings QTD [Historical Comparison]
Bookings QTD (historical comparison)
Slipped Pipeline quarterly
Slipped pipeline quarterly
Pipeline waterfall quarterly
Pipeline waterfall quarterly
Slipped pipeline qtd historical
Slipped pipeline QTD (historical comparison)
Template

Complete pipeline creation analysis.

SFDC connector
SalesOps
RevOps
Pipeline Analysis
main image
Pipeline creation
Pipeline Creation QTD
Pipeline creation QTD
Pipeline Creation QTD [Historical Comparison]
Pipeline creation QTD (historical comparison)
Template

Track and analyze your pipeline throughout the quarter.

SFDC connector
SalesOps
Forecasting
Slipped Pipeline quarterly
Slipped pipeline quarterly
Pipeline waterfall quarterly
Pipeline waterfall quarterly
Slipped pipeline qtd historical
Slipped pipeline QTD (historical comparison)
Template

Measure how your sales team achieves their assigned quotas.

SFDC connector
HubSpot connector
SalesOps
FP&A
RevOps
Controller
QBR
Quota attainment YTD
Quota attainment YTD
Quota attainment YTD
Full year quota attainment
Template

A complete overview of your retention.

SFDC connector
FP&A
RevOps
Controller
QBR
Logo retention rate
Net dollar retention rate
Logo retention rate
Gross dollar retention rate
Logo retention rate
Logo retention rate
Template

Opportunities duration through stages of the sales funnel.

SFDC connector
SalesOps
Pipeline Analysis
Average Sales Cycle Length
Average sales cycle length
Average Length in Stage
Average length in stage
Template

Opportunities progress through stages of the sales funnel.

SFDC connector
SalesOps
Forecasting
Sales funnel by Cohort
Sales funnel by cohort
Sales funnel snapshot
Sales funnel snapshot
Template

One-stop shop for sales rep performance analysis.

SFDC connector
SalesOps
Sales Coaching
Sales Weekly
main image
Pipeline creation
Bookings
Bookings
Opportunity Win Rate by Stage
Opportunity win rate
Average Sales Price
Average sales price
Average Sales Cycle Length
Average sales cycle length
Template

Revenue generation efficiency indicators.

SFDC connector
SalesOps
Pipeline Analysis
Deal Velocity Ratio
Sales Velocity
Deal Velocity Ratio
Deal Velocity Ratio
Bookings
Bookings
Average Sales Price
Average sales price
Average Sales Cycle Length
Average sales cycle length