Capabilities
What it does
Prebuilt operational templates
Common reports — pipeline detail, activity logs, campaign performance — are ready to run without building them from scratch.
Prebuiltreport templates ready to runCustom report builder
Filter and group any underlying dataset into a report tailored to exactly what a team or a request needs.
0SQL or engineering requiredExportable, shareable formats
Export to CSV, PDF, or spreadsheet-ready formats so a report can go anywhere it's needed — inbox, deck, or drive.
3 formatsexport readyOne click into scheduled delivery
Any report can be handed off to Scheduled Reports for automatic recurring delivery, with no rebuilding required.
1 clickto schedule delivery
How it works
From connected to automated
- 1
Pick a template or build your own
Start from a prebuilt report or a custom filter set.
- 2
Filter and group the data you need
Narrow to the exact slice a request calls for.
- 3
Run it on demand
Reports generate immediately against live data.
- 4
Export or schedule delivery
Send it once, or hand it off for automatic recurring delivery.
Works with the tools you already use
- Analytics & BI
- Developer & API
- Billing & Payments
“We replaced five tools with one platform and cut our lead response time from two days to under two hours.”
VP Revenue Operations
Illustrative example — real customer stories launch with the Customer Stories page
62%
faster lead response time