Everything you need, built in.
The essentials for teams that want to move fast without giving up control.
Every view your team needs, on day one.
Pipeline health, rep scorecards, win/loss reasons, forecast accuracy, activity ROI, lead-source attribution, cohort retention, CAC payback, NRR — 24 dashboards prebuilt. Clone any one to customize for your team.
- Exec dashboard, sales ops, marketing ops, CS ops
- Rep scorecards with 12-metric benchmarks
- Cohort retention with filter by plan/segment
- Attribution: first-touch, last-touch, linear, W-shaped, custom
Ask a question. Get an answer.
'What deals slipped this week?' 'How many new opportunities in Q2 from outbound?' 'Which rep has the best cycle time in the Fintech segment?' Atlas answers grounded in your CRM, with citations to the underlying records.
- Natural-language queries over pipeline, activities, accounts
- Answers with source citations — click to open record
- Visualizations rendered on the fly (charts, tables)
- Shared saved queries for recurring questions
Know which activities actually close deals.
Does dialing on Tuesday afternoon move pipeline? Do 3 touches in week 1 beat 2? Atlas correlates rep activity patterns with closed-won outcomes, surfacing the motions that actually work in your business.
- Activity-to-outcome correlation per rep and team
- Optimal cadence recommendations (channel × timing)
- Call-volume thresholds per segment (ACV, industry)
- Playbook compliance and its measurable impact
Teams ship revenue with this.
Real-world use cases across every revenue function.
Frequently asked questions
Can I build custom dashboards?
Yes — visual builder with 50+ chart types, drill-through, filter/parameter controls, and scheduled email delivery. No SQL required.
Can I query the raw data?
Yes — SQL workbench for analysts, read replica available for Premium customers, and one-click export to Snowflake, BigQuery, Redshift.
Is Atlas Copilot accurate?
Copilot uses retrieval — it translates your question to a structured query, runs it, and returns cited results. If the data isn't there, it says so. No hallucinated numbers.
How does row-level security work?
Permissions enforced at the query layer. Reps querying 'top 10 deals' get their top 10, not the company's. All enforced in the data plane, not just UI-level hiding.