Align Sales & Customer Success for Growth
Track sales performance, manage customer success portfolios, run team analytics, and drive accountability — all from one unified platform.
SALES PERFORMANCE
Drive Sales Accountability
Comprehensive quota tracking, individual scorecards, and AI-powered performance reviews for your sales team.
Quota Management
Set annual and quarterly ARR targets with prorated YTD tracking and fiscal year filtering. Visual progress bars show attainment in real-time.
Individual Scorecards
Detailed performance cards showing ARR achieved, pipeline value, deal counts, win rates, and quarterly milestones for each salesperson.
Performance Reviews
Guided workflow for reviewing individual performance with KPI scorecards, category breakdowns, team benchmarks, and AI-powered insights.
Invoice Contributions
Track lifetime and current year invoice amounts per salesperson with deal-level breakdowns and revenue attribution.
Forecast Accuracy
Individual forecast accuracy tracking computed from historical predictions vs actuals. Hold teams accountable for their projections.
Performance Exports
Branded PDF exports with color-coded KPI cards, styled tables, score gauges, and consistent branding for team reviews.
CUSTOMER SUCCESS
Protect and Grow Revenue
Portfolio management with dual-quota tracking, renewal pipeline visibility, and proactive churn risk alerts.
CSP Portfolios
Assign clients to Customer Success Professionals with portfolio value tracking, workload balancing, and health scoring.
Dual-Quota System
Separate Retention Quota (protect ARR from churn) and Upsell Quota (expansion targets) with independent attainment tracking.
Expansion Tracking
Track upsell revenue, renewal ARR, and prior year invoiced revenue with detailed attribution per Customer Success Professional.
NRR & Retention Metrics
Net Revenue Retention, Gross Retention Rate, and portfolio health scores calculated per CSP with benchmarking.
Renewal Pipeline
Contracts expiring within 30/60/90 days shown in expandable bucket cards with ARR at risk, deal details, and CSP assignments.
Churn Risk Alerts
Email churn risk alerts and needs-attention items to stakeholders. Auto-generated notifications at 90, 60, and 30 day expiry marks.
MANAGEMENT & OVERSIGHT
Unified Team Leadership
Manager Hub
Consolidated view of Sales and CS team performance with dual-role member tracking. See combined metrics side-by-side per manager.
CS Company Dashboard
Executive-level Customer Success dashboard with KPIs (Managed ARR, GRR, NRR, Expansion, Churn), portfolio health, and team leaderboard.
Team Analytics
Aggregated team performance reporting with benchmark comparisons, trend analysis, and individual contribution breakdowns.
Role-Based Views
Sales reps, CSPs, managers, and admins each see relevant metrics. Flexible organizational structures with multi-role assignments.
Ready to Unify Your Revenue Teams?
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