RevOps Reporting Automation
You shouldn't be explaining last week's numbers at Monday standup.
Revenue operations software that refreshes your dashboards, explains what moved, and flags the trends before you ask. You review the commentary and confirm what matters. No more Monday-morning refresh scrambles.
~8 hrs/wk back to you · dashboards refreshed + commentary drafted every Monday morning
HOW IT WORKS
Three steps per week.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents refresh every RevOps dashboard overnight.
Pulled from your CRM, marketing automation, customer-success platform, and finance system. Every metric you own — win rate, velocity, ACV, churn, NRR — refreshed against this week’s numbers.
Step 2
Agents draft the commentary. What moved. Why.
Win rate dropped 4 points — traced to which segment, which rep, which week. ACV climbed — traced to which deal closed. The numbers come with the story already drafted.
Step 3
Your revenue lead signs the commentary. The CRO reads a finished picture.
One weekly view with the numbers, the movers, and the draft narrative. Edit a line, confirm the whole view, it publishes. No more CRO Slack at 8am asking what moved.
Where the line sits.
Agents run the repetitive work your revenue lead / CRO shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Publish a revenue number in the dashboard that hasn't reconciled against finance.
- Attribute a miss to a specific rep or team without your revenue lead confirming.
- Share the weekly view outside your revenue org without your approval.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Kickoff includes capturing your definitions — what counts as a qualified opp, how ACV is calculated, where churn starts. Agents use your rules, not industry defaults.
Every metric traces to its source query. Wrong numbers get caught in your review before the CRO sees the dashboard. The fix takes minutes, not a Slack escalation.
No. We sit on top of your BI tool — pulling the dashboards you already have, drafting commentary, running the weekly rhythm. Your BI stack stays.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
