Revenue Suite · $49/mo · Everything

One dashboard. One forecast. One truth.

Sales and Marketing suites, unified. Campaign data sharpens deal scores. Deal data sharpens attribution. The AI reads across both and produces a single revenue forecast that no individual module could reach alone.

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Revenue Dashboard Live
Today's revenue
$12,400
2 deals closed
Monthly revenue
$186K
93% of target
Quarterly revenue
$418K
104% forecast
Yearly revenue
$1.62M
↑ 34% YoY
Pipeline value
$1.24M
3.1× coverage
Expected revenue
$372K
probability-weighted
Commission earned
$14,880
$3,200 pending
Deals closing soon
5
within 14 days
Revenue likely to increase next month

Pipeline velocity is up 22% and three deals scoring above 80 land in the first two weeks. Forecast: $214K, up 15% on this month.

Your most valuable client is under-served

Meridian accounts for 18% of closed revenue but has had no contact in 24 days. Historically this precedes churn or a competitor entering.

Growth opportunity: LinkedIn

4.1× ROAS with budget headroom. Every $1,000 moved from Meta adds roughly $4,100 of pipeline at current conversion.

Top campaigns

LinkedIn Q3$164K
Content / SEO$98K
Google Branded$71K
Meta Retarget$12K

Upcoming tasks

· Follow up Halcyon — overdue

· Northwind contract review — today

· Vertex renewal call — tomorrow

· Q3 campaign report — Friday

Why unified matters

The insight neither suite could reach alone.

Sales data alone tells you a deal is at risk. Marketing data alone tells you a campaign is working. Together they tell you something neither could.

Which campaigns produce closers

Not which produce leads. Attribution against closed deals reveals that your highest-volume channel often produces your worst customers.

Which deals were pre-qualified

Deals from high-scoring campaign sources close faster and at higher value. The AI knows this and adjusts your deal scores accordingly.

Where the next dollar comes from

A single forecast built from both sides — pipeline velocity and campaign pipeline generation — rather than two forecasts that disagree.

Reports

Every report, every period.

Unlimited generation, CSV and PDF export on every plan including Free. Your revenue data is yours.

· Daily report

· Weekly report

· Monthly report

· Quarterly report

· Yearly report

· Sales report

· Marketing report

· Revenue report

· Performance report

· Commission report

Notifications

Told before it's too late.

Alerts that fire on the signal, not on the schedule. Which is the entire point.

· Upcoming follow-up

· Deal closing reminder

· Campaign reminder

· Commission reminder

· Target reminder

· Performance alert

· Revenue alert

· AI recommendation

· Subscription reminder

· Billing reminder

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