Sales & Go-To-Market Templates

Connect your live data to our templates to get started quickly.

Sales templates

Sales & Go-To-Market templates

Being able to see your sales data over time is essential for decision-making, forecasting, identifying issues, and more. But you can't do it easily in your CRM.

Stephen Daniels

Head of GTM Ops, Cresta

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

Get to clean sales data in 90% less time. Essential for optimizing your GTM motion. A complete playbook with (optional) hands-on support.

Daniel Cohen-Arcamone

Ex-Chief of Staff & Biz Unit Head @ CloudKitchens

Manage revenue & sales growth seamlessly with an at-a-glance scorecard that makes sure you meet or beat plan, everytime.

Sarah Riley

VP Finance & Strategy, dbt

Gain critical insight into how leads convert over time for both forecasting and optimization.

Kathleen Estreich & Emily Kramer

Founders @ MKT1

The most fundamental view of your end-to-end funnel & how it's evolving. Critical to building an efficient marketing machine.

Kathleen Estreich & Emily Kramer

Founders @ MKT1

Connect your CRM and get what LG Guerra refers to as the “24 metrics every CRO needs to track”

An easy-to-use revenue forecasting tool that ensures you hit your sales and pipegen targets.

Ahin Thomas

CRO & RevOps Leader

Generate lots of pipeline. Walk through rep performance to spot opportunities for knowledge sharing & coaching.

Build a profitable SaaS marketing engine by tracking marketing performance throughout the sales funnel.

Reduce churn & increase expansion by ensuring your customers get an 11/10 support experience.

You need these metrics build an efficient, top-performing sales team.

Need something else?

We'd love to help. Let us know what you need, whether it's a best-practice metric, dashboard, report, or something else.

Make a request

Need something else?

We'd love to help. Let us know what you need, whether it's a best-practice metric, dashboard, report, or something else.

Make a request