Sales analytics

Sales intelligence that closes deals

Real-time pipeline visibility, AI-powered forecasting, and rep performance tracking — all from your CRM, billing, and product data. No spreadsheet wrangling required.

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Quick answer

Basedash gives sales teams AI-native pipeline analytics, rep performance tracking, and revenue forecasting by connecting CRM, billing, and product data in one self-serve platform.

Your pipeline, at a glance

From lead to close, see every stage of your pipeline with real-time data from your CRM and billing systems.

Pipeline by stage

Leads $2.4M

1240 deals

Qualified $1.8M

680 deals

Proposal $1.2M

340 deals

Negotiation $840K

170 deals

Closed won $620K

85 deals

Team quota attainment

108%

Jan 100% target Dec

Avg deal cycle (days)

-47%

Jan Dec

Rep leaderboard — this quarter

Rep	Closed	Deals	Attainment
Sarah K.	$182K	12	115%
Marcus T.	$156K	9	98%
Priya R.	$143K	11	90%
Jake M.	$128K	8	81%
Lisa D.	$112K	7	71%

Ask your data, close more deals

Natural language queries replace the spreadsheets and RevOps tickets slowing your team down.

Pipeline visibility in real time

See your entire pipeline from lead to close in one dashboard. No more end-of-quarter surprises — track stage progression, deal velocity, and conversion rates as they happen.

"Show me pipeline value by stage and the week-over-week change"

Revenue forecasting

Combine CRM data with billing and product usage signals to build forecasts that reflect reality. AI identifies which deals are at risk before your reps do.

"Forecast Q3 revenue based on current pipeline weighted by win probability"

Rep performance and coaching

Understand what top performers do differently. Track quota attainment, activity metrics, and deal patterns to coach reps with data, not gut feel.

"Which reps are below 80% quota attainment this quarter and why?"

Sales + product alignment

Connect CRM data with product usage to see which features drive upgrades, which accounts are expanding, and where churn risk hides in your install base.

"Which closed-won accounts have declining product usage this month?"

Ask anything about your business

Get instant answers, uncover important trends, and make confident decisions faster.

Marketing How many deals or opportunities are in our current campaign from a specific region? Engineering Fetch IDs created in a given month for a specific provider or integration. Operations Give me a table of all new users with their signup source/medium. Data & Analytics Identify top entities (e.g., products, practices, segments) by net earnings or volume. Engineering What are the most common errors this month, and what endpoints are causing them? Sales Which opportunities are stuck beyond the expected stage duration? Product Which cohorts have the highest week-8 retention? Data & Analytics Trend key KPIs over time and flag abnormal spikes. Sales List all workspaces with an upcoming renewal in the next month. Product Which product areas are slowing users down (timeouts, latency, error-prone steps)? Marketing Are we seeing a drop in lead volume year over year? Which months and segments are down? Product Show retention by cohort and first-usage month. Product Identify the magic moment that predicts long-term engagement. Marketing Which categories or segments contributed the most revenue or transactions? Product Did anything else spike when a specific feature usage increased? Operations Filter paid organizations and show their current usage details. Data & Analytics Break down counts by type (categories, forms, service items) and show percentages. Engineering Which SDK versions or app versions are most error-prone? Engineering Find domains or metadata for a list of organizations from builder records. Sales Which organizations that have not converted to paid are the most active? Engineering Show recent error logs and users impacted in the last week. Data & Analytics How many records/jobs/tasks were created or submitted in a given timeframe? Marketing Which campaigns or channels drove the most leads and conversions this month? Marketing Which geographies are performing best this quarter by pipeline and closed-won? Sales Which accounts are a churn risk? Marketing How many deals or opportunities are in our current campaign from a specific region? Engineering Fetch IDs created in a given month for a specific provider or integration. Operations Give me a table of all new users with their signup source/medium. Data & Analytics Identify top entities (e.g., products, practices, segments) by net earnings or volume. Engineering What are the most common errors this month, and what endpoints are causing them? Sales Which opportunities are stuck beyond the expected stage duration? Product Which cohorts have the highest week-8 retention? Data & Analytics Trend key KPIs over time and flag abnormal spikes. Sales List all workspaces with an upcoming renewal in the next month. Product Which product areas are slowing users down (timeouts, latency, error-prone steps)? Marketing Are we seeing a drop in lead volume year over year? Which months and segments are down? Product Show retention by cohort and first-usage month. Product Identify the magic moment that predicts long-term engagement. Marketing Which categories or segments contributed the most revenue or transactions? Product Did anything else spike when a specific feature usage increased? Operations Filter paid organizations and show their current usage details. Data & Analytics Break down counts by type (categories, forms, service items) and show percentages. Engineering Which SDK versions or app versions are most error-prone? Engineering Find domains or metadata for a list of organizations from builder records. Sales Which organizations that have not converted to paid are the most active? Engineering Show recent error logs and users impacted in the last week. Data & Analytics How many records/jobs/tasks were created or submitted in a given timeframe? Marketing Which campaigns or channels drove the most leads and conversions this month? Marketing Which geographies are performing best this quarter by pipeline and closed-won? Sales Which accounts are a churn risk?

Operations Surface users who recently hit errors or experienced slow response times. Sales What should a sales-facing dashboard include for quick qualification and follow-up? Engineering Which services or endpoints have the highest error rates this week? Data & Analytics Build a quick-start KPI dashboard with filters and best-practice layout. Sales How many leads are currently close to closing? Data & Analytics Pull IDs or names for items matching a keyword across connected sources. Product Show onboarding conversion rate compared to last month. Operations Which customers are running into more bugs recently? Engineering Make table links open detailed views in our admin tool. Product Are there any features we added recently that increased engagement? Engineering How many auth configs or connected accounts exist for provider X? Operations Which tickets are trending by category and time to resolution? Product What is our WAU/MAU and how is it trending? Marketing What should be on a performance dashboard for our account managers? Sales Which accounts are likely to expand based on recent product activity? Sales What accounts had the largest expansions this quarter? Marketing List Google Ads campaigns and show CPC trends for each. Sales Who are the most engaged accounts in the last 14 days? Data & Analytics Show me revenue and subscription growth. Product Which features correlate most with conversion to paid? Marketing What is our blended cost per lead and cost per acquisition by channel? Marketing What is our CAC? Marketing Show campaigns with delivery errors that still spent in the last 24 hours. Operations Show customers with at least two visits or repeat usage in the last month. Operations Which customers have open issues tied to performance or reliability? Operations Surface users who recently hit errors or experienced slow response times. Sales What should a sales-facing dashboard include for quick qualification and follow-up? Engineering Which services or endpoints have the highest error rates this week? Data & Analytics Build a quick-start KPI dashboard with filters and best-practice layout. Sales How many leads are currently close to closing? Data & Analytics Pull IDs or names for items matching a keyword across connected sources. Product Show onboarding conversion rate compared to last month. Operations Which customers are running into more bugs recently? Engineering Make table links open detailed views in our admin tool. Product Are there any features we added recently that increased engagement? Engineering How many auth configs or connected accounts exist for provider X? Operations Which tickets are trending by category and time to resolution? Product What is our WAU/MAU and how is it trending? Marketing What should be on a performance dashboard for our account managers? Sales Which accounts are likely to expand based on recent product activity? Sales What accounts had the largest expansions this quarter? Marketing List Google Ads campaigns and show CPC trends for each. Sales Who are the most engaged accounts in the last 14 days? Data & Analytics Show me revenue and subscription growth. Product Which features correlate most with conversion to paid? Marketing What is our blended cost per lead and cost per acquisition by channel? Marketing What is our CAC? Marketing Show campaigns with delivery errors that still spent in the last 24 hours. Operations Show customers with at least two visits or repeat usage in the last month. Operations Which customers have open issues tied to performance or reliability?

All your data in one place

Connect your own warehouse, or use Basedash Warehouse to visualize all your data in one place.

See all 750+ integrations

Basedash vs traditional sales BI

Why revenue teams are switching to AI-native analytics.

Capability	Basedash	Traditional BI
AI-generated sales dashboards	Yes	No
Natural language pipeline queries	Yes	No
CRM + billing + product data	750+ sources	CRM-only or manual joins
Real-time deal alerts	Yes — AI-powered	Basic threshold alerts
Time to first dashboard	Minutes	Days to weeks
Self-serve for sales leaders	Yes — no SQL or admin needed	Requires analyst support
Custom metric definitions	Governed and shared	Spreadsheet-based

Related resources

Dashboards

Build and share visual reports with AI

Automations

Set up deal alerts and pipeline notifications

BI for customer success

Track retention and expansion revenue

Sales analytics FAQ

What is business intelligence for sales teams?

BI for sales teams means having a unified view of pipeline health, rep performance, deal velocity, and revenue forecasts — without depending on a RevOps analyst or spreadsheet gymnastics. It connects CRM, billing, and usage data to surface the insights sales leaders need to hit targets.

How does Basedash connect to our CRM?

Basedash integrates with Salesforce, HubSpot, and 750+ other data sources through direct connectors and warehouse sync. Connect your CRM alongside Stripe, Intercom, and product databases for a complete revenue picture.

Can sales managers build their own dashboards?

Yes. Basedash is designed for non-technical users. Describe what you want to track in plain English — pipeline by stage, rep attainment, forecast accuracy — and the AI generates the dashboard. No SQL, no tickets.

How does Basedash help with revenue forecasting?

Basedash combines CRM pipeline data with historical win rates, deal velocity trends, and product usage signals to generate forecasts grounded in real data. AI surfaces at-risk deals and highlights pipeline gaps before they become end-of-quarter surprises.

Can we track sales and product data together?

Absolutely. One of the biggest advantages of Basedash is connecting CRM data with product usage, billing, and support data. See which customers are expanding, which are at risk, and which features drive the most revenue — all in one place.

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