HeRO Hour: Building a QBR (Sales Edition)

10

Days

20

Hours

15

Minutes

18

Seconds
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Fast, Accurate, Better Looking

All Your GTM Data, One Platform

Unify, standardize, visualize, and act on all your sales and marketing data—clear insights, no spreadsheets, smarter moves in minutes.

The Entire Funnel Performance In One View

Revlitix’s unique Funnel Overview and Breakdown Charts seamlessly stitch together data from multiple channels and objects, giving you a unified, automated view of your entire funnel’s performance. Instantly build and customize reports to pinpoint drop-offs, compare sources, and optimize conversion rates—all in just minutes, with unmatched flexibility and speed

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Pipeline Visibility

Revlitix’s Pipeline Waterfall Chart visually tracks every change in your pipeline—showing what was added, pulled in, increased, decreased, pushed, or lost—so sales and marketing leaders gain real-time clarity on pipeline movement, understand what’s left to close, and confidently forecast and prioritize actions for the quarter

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Cohort Views & Breakdowns

Instantly analyze KPI or funnel performance by cohort across multiple data sources—no spreadsheets needed. Build, filter, automate, and visualize cohort insights in minutes, saving hours.

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Snapshot Data Changes

Effortlessly track changes in your sales and marketing data with automated snapshot reporting. No more manual work—get regular, time-based snapshots to see exactly how your data evolves, so you can spot trends and make smarter decisions.

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Bow-Tie Views

Visualize your entire revenue journey—from lead to expansion—with automated Bowtie Reports. Instantly spot pipeline strengths, leaks, and growth opportunities without manual effort, so sales and marketing can drive recurring revenue together.

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Not Your Rigid BI Reports

Reporting That Adapts to Your Needs

From building custom metrics to scheduling reports and getting real-time alerts—Revlitix gives you the power to design your ideal reporting workflow.

Your AI-powered Analyst

Your data stays secure while our AI analyst delivers real-time insights, spotting trends and summarizing reports with McKinsey-level precision—all within our platform.

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Multi-Object and Cross-Channel Reports

Create reports from different channels and merge them into one unified view. Need more? Build multi-object reports to bring all your data into one place and analyze across platforms.

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Alerts on KPI Movements in Real-Time

Set alerts at the widget level to track changes instantly. From lead volume to pipeline velocity, Revlitix ensures you stay on top of critical metrics, with fast action when things go off course.

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Transform Reports to Meeting Slides Instantly

Turn your detailed reports into polished slides with just a click. Revlitix simplifies the process, making it effortless to share insights with stakeholders.

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Automate and Customize Your Reporting

Zero Coding Required.
Schedule Reports to Run at Your Preferred Intervals
Choose from 100+ Pre-Built Report Templates
Sync Data from 50+ Integration Channels
Create Custom Metrics with Your Own Formulas
Apply Global Filters for Consistent Reporting
Works For Sales and Marketing Funnels

Forecast Your Entire Funnel, Not Just A KPI

Go beyond single-KPI predictions. Accurately forecast your entire funnel, plan ahead, and confidently hit your revenue goals—every step, every stage.

Predict Your Pipeline with Confidence

Use your historical data to forecast future behaviors and conversion rates. Map out pipeline stages tailored to your process and set clear, achievable goals to drive sales success.

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Plan for Every Scenario

Run scenario analysis on your pipeline and funnels to visualize different outcomes. Plan your next move with confidence, backed by data-driven forecasts.

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Forecast KPIs with Precision

Use your own data to predict KPI trends within reports. Stay ahead of targets and ensure that your team hits their goals with predictive insights.

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Build Your Own Funnel

Design your own custom funnel by creating unique stages, metrics, and dimensions. Generate reports based on your personalized funnel for a clearer view of pipeline performance.

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Forecasting and Planning

Find High Intent Leads Without Form Fills
Goal Tracking for Various Stages of Your Funnel
Identify Touchpoints Influencing Your Pipeline
Download Reports as CSV
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Reporting

Reporting for GTM Teams

Automate reports, track KPIs, and diagnose pipeline issues across Sales, Marketing, and RevOps—in one place.

All Your GTM Data, One Platform

Bring together attribution, engagement, and CRM data to power board-level reports and AI analysis—without writing a single line of code

Get Notified When KPIs Shift

Set real-time alerts at the widget level inside any Revlitix report. Whether it's lead volume or pipeline velocity, you’ll be the first to know when a metric goes off track.

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Automate Complex Tasks with Ease
Turn key actions into automated workfows. Trigger processes based on events to ensure tasks run smoothly and efficiently across your GTM teams.
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Find the Why Behind the What

Revlitix doesn’t stop at data. Understand what’s really dragging revenue—be it pipeline leaks, broken campaigns, or inefficient handoffs—with AI-driven ndiagnostics.

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Smarter Sales Insights, Faster

Track rep performance, spot outliers, and surface team-level patterns with AI-driven sales analysis. Get tailored recommendations to support coaching and close more deals.

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50+ Prebuilt Report Templates

Need pipeline visibility? Campaign ROI? SDR activity?
Browse our persona-based, channel-specific, and use-case-ready templates—all customizable, ready to use, or download.

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AI Agent

Automate GTM Workflows with Revlitix AI Agents

Create, customize, and launch workflows that adapt to your evolving goals—without writing a single line of code.

See what our clients are saying about us!

Customer Testimonials

"Single tool for consolidate insights from complete Tech stack"

What stands out most about Revlitix is its single pane of glass view across all our martech platforms. It eliminates surprises, enables real-time action, and helps us stay proactive—saving campaigns, months, and even quarters.

Ananth R
Founder

"Aware achieves Q4 SQL targets in just 23 days using Revlitix"

We have already hit our SQL quota for Q4, and it’s just the first month of the quarter. And our SQL quality is also improving. We recently created and closed multiple deals within weeks, a first in our company's history. Revlitix enables us to make faster, more confident decisions

Kevin B
SVP, Marketing

"Revlitix allows us to 10X more in a fraction of the time"

Prior to Revlitix, I had 50 tabs open on my browser. Now, we do 10X more in a fraction of the time and have one single pane of glass for GTM performance

Jeremy C
Chief Executive Officer

"Great tool for creating a single view of entire operations!!"

Revlitix offers a powerful way to create a unified view of operations, combining data from multiple sources into a single report. Its intuitive interface simplifies funnel views, drill-downs, and custom metrics creation.

Neeraj S
Senior Manager Marketing Operations

"Flexible and Versatile Tool - with great company partnership"

What I like best about Revlitix is its flexibility in integrating with our entire marketing tech stack and providing full-funnel reporting. It’s a versatile tool backed by a great team that truly feels like a partner.

Andre G
Head of Integrated Marketing

"Great platform for Sales and Marketing Analytics"

Revlitix offers a smooth onboarding and setup experience. It’s a robust platform with powerful integrations, making it a great choice for Sales and Marketing Analytics. Highly effective and user-friendly.

Nivas R
Head of Marketing

"Single tool for consolidate insights from complete Tech stack"

What I like best about Revlitix is how it brings together insights from our entire tech stack into one platform. The user interface is incredibly intuitive, and the customizable reports make data analysis simple and effective.

Arpith R
Director, StartUp Co.

"We doubled the size of our marketing team!"

Revlitix gives us a real-time view of marketing performance, enabling quick action on underperforming campaigns. Its customization, responsive support, and cross-team insights make it invaluable for both Marketing and Sales to drive smarter, faster decisions.

Tami S
Senior Director of Marketing

"Integration is an easy 3 click process"

What I like best about Revlitix is how effortlessly it delivers full-funnel reporting, highlighting campaign performance and ROI. It’s now our single source of truth, trusted by the Senior Leadership Team. Integration was seamless—just three clicks and we were live!

Eric R
Senior Manager, Marketing Operations

Why Revlitix?

Stop drowning in chaos. Revlitix replaces second-hand insights and outdated CRM analytics with modern reporting, full-funnel forecasting, and actionable insights—so you never make blind decisions again.

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