Revenue Navigator for RevOps
Replace the Spreadsheet. Build the Single Source of Truth.
RevOps teams spend Monday morning assembling last week's pipeline picture. Revenue Navigator makes that picture live — so you spend Monday acting on it instead.
The challenge
RevOps is buried in reconciliation work that shouldn't exist
- Weekly pipeline reports are assembled manually from CRM exports, spreadsheets, and manager inputs — every single week.
- By the time the report reaches leadership, it's already out of date and everyone knows it.
- Sales, finance, and leadership are all working from slightly different versions of the pipeline data.
- Forecast accuracy is impossible to improve without a reliable, consistent baseline that everyone trusts.
Revenue Navigator
A live revenue operations layer your whole team works from
Revenue Navigator connects to your CRM and builds a continuously updated view of pipeline health, deal risk, and forecast confidence — no exports, no reconciliation, no Monday morning assembly. Sales sees their pipeline risk. Leadership sees the forecast. Finance sees the numbers they need for planning. And RevOps owns the single source of truth that makes all of it possible.
Built for your role
The capabilities that matter most to you
Live pipeline dashboard
A continuously updated view of every deal in the pipeline — health score, stage velocity, engagement status, and coverage — visible to everyone in real time.
Automated forecast roll-up
Revenue Navigator builds the weekly forecast from your actual CRM data and close rate history — not from manually collected rep commits.
Deal risk scoring
Every open opportunity is scored for risk and surfaced before it becomes a late-stage loss. RevOps can see the full risk picture across the entire pipeline.
CRM data quality monitoring
Revenue Navigator flags deals with missing data, stale updates, or inconsistent stage progression — giving RevOps the visibility to maintain data hygiene at scale.
Cross-team reporting
Consistent pipeline and forecast reports for sales leadership, finance, and board — all from the same data, without RevOps manually building three different views.
Rep performance analytics
Conversion rates, pipeline creation velocity, deal cycle times, and forecast accuracy by rep — the data RevOps needs to build fair, effective sales processes.
What changes
What your week looks like with Revenue Navigator
Monday becomes a decision day
The weekly data pull and reconciliation is gone. Revenue Navigator has already done it. RevOps starts the week acting on insights, not assembling them.
One number everyone trusts
Sales, finance, and leadership all see the same pipeline and forecast data — built from the same source, with the same logic. No more version conflicts in the quarterly review.
Proactive, not reactive
Deal risk is flagged before it becomes a loss. CRM data quality issues are surfaced before they distort the forecast. RevOps shifts from cleaning up problems to preventing them.
FAQ
Questions from other revenue leaders
How does Revenue Navigator help Revenue Operations teams?
Revenue Navigator replaces the manual weekly data pull with a live, continuously updated view of pipeline health, deal risk, rep performance, and forecast accuracy. RevOps teams spend less time assembling the picture and more time acting on it.
Does Revenue Navigator integrate with our CRM?
Yes. Revenue Navigator integrates directly with HubSpot, Salesforce, and Pipedrive via API. It reads your existing data without requiring any changes to how your team uses the CRM.
Can Revenue Navigator replace our existing BI or reporting tools?
For revenue operations use cases — pipeline health, deal risk, forecast accuracy, rep performance — Revenue Navigator is purpose-built and requires no setup beyond connecting your CRM. For broader business analytics, it works alongside your existing BI stack rather than replacing it.
See Revenue Navigator in action — built for RevOpss
Book a 30-minute demo tailored to your role and we'll show you exactly how Revenue Navigator fits your workflow.