Reporting and Dashboards
Just Ask. Get Answers. Save, Share, Return.
Teams wait days for RevOps to build custom reports, and when they finally arrive, the underlying data is incomplete or inaccurate. GTM Engine lets anyone build reports in natural language with accurate answers because the data is clean, then save and share them so your entire team works from the same trusted source.
Build any report just by asking. Since we ensure the data is there, you will get it. If we cannot build it, we tell you why and can create missing fields and backfill them. Anybody can build reports, not just RevOps.
Ask Questions, Get Accurate Answers
Which late stage opps are we single threaded in? How much pipeline have we generated month over month? Which reps have the lowest average pipeline health? Which meetings this week have a C-level exec attending? All this and more answered instantly. The difference is we solved the data problem first, so the answers are actually accurate. Not chatbot hallucinations.
Missing Data? We Tell You and Fix It
If the data does not exist to answer your question, we tell you exactly what is missing. Then we can create the field, backfill historical values from past activities, and build the report. No waiting weeks for enough new data. Get immediate insights from your complete history the moment you define what you want to track.
Save, Share, and Return to Reports
This is not a chatbot that gives you a one-time answer you lose the moment you close the tab. Save any report. Share it with team members. Come back to it whenever you need. Pin important reports to your dashboard. Everyone works from the same trusted data source, not chatbot responses that are different every time you ask.
Fully Flexible Dashboard Builder
Drag and drop reports into a completely flexible dashboard interface. Arrange them however you want. Control exactly who can view or edit any report or dashboard. Build different dashboards for different teams, roles, or use cases. Your GTM control center, built exactly how you need it.
Key Benefits
See how Reporting and Dashboards transforms your GTM operations
Anybody Can Build Reports
Just ask in plain English. No SQL. No waiting on RevOps. Sales managers, product leaders, marketing ops, CS leaders. Anyone can build the reports they need.
Accurate Because Data Is Clean
We solve the data problem first. Your reports are accurate because the underlying data is complete and trustworthy. Not chatbot hallucinations based on incomplete CRM data.
Save and Share, Not Just Chatbot Responses
Build reports you can save, share with team members, and come back to. Not chatbot answers that disappear or change every time you ask.
Missing Data Gets Created and Backfilled
If the data does not exist, we tell you and can create the fields and backfill historical values automatically. Get immediate insights, not "wait a few weeks for more data."
How It Works
Get started with Reporting and Dashboards in four simple steps
Ask Any Question in Natural Language
Which late stage deals are single threaded? How much pipeline did each rep generate this quarter? Which accounts have gone dark in the last 30 days? Just ask.
Get Accurate Answers or Learn What Is Missing
If the data exists, get your answer immediately. If it does not, we tell you exactly what fields are missing and can create them with automatic historical backfill.
Save Reports to Dashboards
Like the report? Save it. Pin it to a dashboard. Share it with your team. Set up who can view or edit. Come back to it whenever you need.
Build Your GTM Control Center
Drag and drop reports into flexible dashboards. Build different views for different teams. Everyone works from the same trusted data.
Common Use Cases
See how teams use Reporting and Dashboards to drive results
Executive Dashboards
Build executive dashboards showing pipeline health, forecast accuracy, and team performance metrics.
Rep Performance
Track individual rep activity, conversion rates, and pipeline generation without manual spreadsheets.
Stop Waiting on RevOps
Sales managers, product leaders, and CS ops can build their own reports instantly. No more waiting days or weeks for RevOps to build custom reports.
Answer Leadership Questions Immediately
CEO asks which deals are at risk? VP wants to know pipeline generation by source? CMO needs conversion rates by campaign? Answer immediately, not after hours of manual data work.
Build Executive Dashboards Anyone Can Understand
Create dashboards showing pipeline health, forecast accuracy, deal velocity, and team performance. Share with executives who can actually understand what they are looking at.
Track Rep Performance Without Spreadsheets
See individual rep activity, conversion rates, pipeline generation, and deal health. No manual exports. No pivot tables. Just ask and get the report.
Monitor Team Health in Real-Time
Which reps have the lowest pipeline health? Who has meetings with C-level execs this week? Which deals have not had activity in two weeks? See it all in real-time.
Identify Gaps and Fill Them
Cannot build a report because the data does not exist? We tell you exactly what is missing. Create the field. Backfill historical values. Build the report.
Frequently Asked Questions
Everything you need to know about Reporting and Dashboards
Ready to Get Started?
See how Reporting and Dashboards can transform your GTM operations