Signed revenue, straight from the source
Total ARR, MRR, attainment and average deal size, computed on live Salesforce records instead of a weekly export. Finance and sales open the report and see the same number.
Internal tool · SPREAD AI
Reporting the sales team actually opens
A reporting layer built straight on live Salesforce data for a 30-person go-to-market team, with the enrichment and automations that keep it true.
One reporting surface for the whole revenue motion
Pipeline, signed revenue, relationships and lead quality, all on the same live Salesforce records, so no two numbers disagree.
The deals that need a decision this week
Opportunities ranked by weighted new ARR, each with its stage, its MEDDPICC coverage and the next step it is waiting on. The pipeline review runs off this page instead of a rebuilt slide.
A relationship map reps actually use
Every contact at an account, grouped by department and seniority, with when each was last touched and who the champion is. The tiers sitting at zero are the point: they are the coverage gaps, visible at a glance. This is the part that won adoption, because a Salesforce list view could never show it.
Records that enrich themselves
A Clay waterfall runs on every contact: find the person, resolve the account and its domain, then work email, mobile and job title, each step falling through to the next source until it lands. Over 3,000 records enriched and written straight back to Salesforce, with an Enrich button on the record itself for anything the schedule missed.
Inbound qualified before anyone opens Salesforce
Every inbound lead is sorted into a lane, qualify or reject, with a confidence score and a reason in plain words, then posted to Slack next to the Salesforce link. “A recognised OEM with a plausible engineering role” beats a silent status change, and anyone can overturn the call in one click.
Everyone's own set of reports
Reps pin the reports they run on, search across every metric, and land back where they left off. Adoption came from it feeling personal, not from a mandate.
Ops first, engineering second
The system works because it was not designed at a whiteboard. The same person ran the operations before automating them, so every report answers a question someone was genuinely stuck on.
What changed
100%
A number people trust
The whole 30-person GTM team opens the reporting every week, because revenue and pipeline finally come from one live source. Reviews start from agreement instead of reconciliation.
~2,500 h
Admin time back
Recovered across the team each year: roughly 1.8 hours a week per rep, moved out of reporting and re-keying and into selling.
>99%
Fields you can filter on
Work email, phone and job title stay filled across more than 3,000 contacts, because the enrichment waterfall tops them up on a schedule. Segmentation and routing work because the data underneath them does.
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