Dashboards for Sales & Revenue Ops
Pipeline reviews shouldn't require an hour of pivot tables. Upload your CRM export and get win rates, stage conversion, quota tracking, and deal aging — instantly.
The Pipeline Review Problem
Sales ops pulls a CSV from HubSpot or Salesforce every week. Then it's an hour of pivot tables: win rates by rep, stage conversion rates, deals stuck too long, quota attainment. By the time the slides are ready, half the deals have moved. The report is already outdated.
How Sheetora Helps
Upload any CRM export
HubSpot deals, Salesforce opportunities, Pipedrive exports — any CSV with deal data works. Column types are auto-detected.
Pipeline dashboards in 2 minutes
Win rates, stage conversion funnels, average deal size, and close-time distributions generated automatically.
Rep-level performance tracking
See quota attainment, activity metrics, and pipeline health per rep without building a single formula.
Deal aging alerts
Set alerts for deals stuck in a stage too long. Get notified when pipeline value drops below threshold.
Common Sales Ops Use Cases
- Weekly pipeline review — Upload the CRM export before the meeting. Walk in with stage-by-stage conversion charts and win rate trends ready.
- Quota tracking — See where each rep stands against target with automated attainment calculations.
- Deal aging and stale pipeline — Spot deals stuck in demo or negotiation for 30+ days. Set alerts so nothing falls through.
- Forecast accuracy — Compare predicted close dates against actuals. Identify reps or segments where forecasts are consistently off.
Ask Questions About Your Pipeline
“What's the win rate for enterprise deals this quarter?” or “Which rep has the most deals stuck in negotiation?” — get charts and answers without touching a formula.
Pipeline reviews in 2 minutes, not 2 hours
Upload your CRM export and get a pipeline dashboard instantly.
No credit card required. See also: Finance teams · Operations teams · Pricing