HeRO Hour: Building a QBR (Sales Edition)

10

Days

20

Hours

15

Minutes

18

Seconds
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Do you know some of your channels are leaking revenue? Let us show you right away.

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Reporting

All Your GTM Data, One Platform

Bring together attribution, engagement, and CRM data to power board-level reports and AI analysis— Everything within minutes

Funnel Overview and Breakdown Charts

Uncover where leads drop off and why—Revlitix’s root cause analysis tells you what’s leaking and how to fix it.

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Waterfall Charts

Visualize how every positive and negative shift impacts your bottom line. Track each change, showing you exactly where momentum is gained or lost.

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Cohort Reports

Dive deep into lead progression over time. See how each cohort is converting, providing insights that help sharpen your sales approach and boost conversions.

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Keep Track of Your Data’s History with Snapshot

Build a comprehensive historical data stack to keep your finger on the pulse of your sales performance, all at a glance.

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Bow-Tie Charts

Break down sales and conversion rates over any time period, and quickly spot strengths and opportunities in your pipeline.

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More Customization

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.

Let AI Analyze and Summarize Your Reports

With Reporting Analyst, enter a prompt and have your entire report analyzed and summarized.

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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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Get Notified About KPI Shifts 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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Convert Reports into Presentation 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

Schedule Reports to Run at Your Preferred Intervals
Choose from 100+ Pre-Built Report Templates
Sync Data from 50+ Integration Options
Create Custom Metrics with Your Own Formulas
Apply Global Filters for Consistent Reporting
Forecasting and Planning

Smarter Forecasting for Smarter GTM Execution

Leverage powerful forecasting tools to understand where your pipeline is headed and optimize your strategy

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

Why Revlitix ?

Tired of chasing broken reports and messy data? Revlitix gives you real-time, AI-powered insights, transforming your GTM stack into a source of clear, actionable information—no more guesswork, just smarter decisions.

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Frequently Asked Questions