Sales analytics software that answers your hardest revenue questions

Sales analytics reports on numbers such as pipeline, activity counts and win rates. It tells you what happened. Revenue intelligence connects those numbers to the customer conversations behind them, so you also learn why it happened and what to do next. Backstory captures emails and meetings automatically, matches each one to the right account and deal in your CRM, and turns them into a summary of every account and deal with topics, risks and next steps.

Backstory captures every email, meeting, call, and chat your team has had - automatically matched to the right deals and accounts. Backstory then reasons over that complete history to identify what's actually happening: where momentum is building, where risk is emerging, and what patterns across your business predict outcomes. The answer isn't a model's generic prediction. It's grounded in your actual deal history and what has worked - and hasn't - in your specific business.

Ask anything you'd normally chase down across five systems. Backstory answers in seconds, grounded in your complete activity history, CRM data, and deal patterns:

Forecast Health

• Is my commit defensible?
• Which commits are backed by actual activity?
• What needs to move for us to hit the number?

Deal Risk

• Which deals are at risk of slipping?
• Which deals have stalled and why?
• What changed in this deal since last week?

Stakeholder Coverage

• Is the economic buyer engaged?
• Which champions have gone dark?
• Are we multi-threaded in this account?

Coaching and Execution

• Which reps are following the playbook?
• Where are the execution gaps?
• What does a winning deal pattern look like in our business?

For board meetings, Waterfall Charts show exactly what moved - slipped deals, new pipeline, wins, losses - so you can explain variance with evidence, not a best guess.

Yes. Waterfall Charts show exactly what moved in your forecast - slipped deals, new pipeline, wins, losses - so you can explain variance in seconds. Walk in with the full story and a specific action plan. And if the board challenges a number, pull up the underlying engagement data in real time. No more defending forecasts with "the rep said it's solid."

Transparent. Every risk flag and recommendation shows the underlying data - which conversations, which engagement patterns, which signals drove the answer. Click into any insight and see exactly what's behind it. You can defend the number because you can show the evidence.

CRM dashboards show what got logged. Backstory answers what it means. One requires you to assemble a point of view from static reports. The other tells you what's real, what's at risk, and what to do - without waiting on anyone to update a field.

Yes. Backstory captures activity across your full revenue motion - including partner and co-sell engagements - and matches it to the right accounts and opportunities. You can see how partners are influencing deals: which contacts they're engaged with, where they're adding momentum, and where gaps exist. You get the complete picture of every deal, not just what your direct team touched.

Yes, for sales engagement and deal health reporting. Engagement Dashboards combine your CRM data with engagement metrics, with Boards for the big picture and Tables for record-level detail. You can filter, group, export and share them, and click any metric to see the activities behind it. Dashboards are read-only and refresh every 24 hours.