RevOps
RevOps Dashboard Software for B2B SaaS
Stop reconciling pipeline spreadsheets. Revenue Navigator gives your RevOps team a live, AI-driven view of what's real — built directly on your CRM data.
The problem
RevOps teams are buried in reconciliation work
Every week, revenue operations teams spend hours pulling data from the CRM, cleaning it in spreadsheets, and assembling a view of pipeline health that is already outdated by the time it reaches leadership. Standard CRM reports show you what happened. They don't show you what's at risk, which reps are off-pace, or whether your current pipeline can support the quarter's number.
Revenue Navigator
A live RevOps dashboard that actually drives decisions
Revenue Navigator connects to your existing CRM and builds a continuously updated view of pipeline health, deal risk, and forecast confidence — without requiring your team to change how they log activity. RevOps leaders get a single dashboard that replaces weekly data pulls, surfaces pipeline risk the moment it appears, and gives finance the numbers they need for planning cycles.
Capabilities
What you get out of the box
Pipeline health scoring
Every deal is scored for risk based on engagement gaps, stage velocity, and historical close patterns — updated daily, not weekly.
Forecast confidence intervals
Replace rep gut-feel with data-backed forecast ranges built from your actual historical close rates by stage, deal size, and segment.
Deal velocity tracking
See exactly how long deals spend in each stage versus your historical baseline — and flag the outliers before they become late-stage losses.
Rep performance benchmarking
Compare pipeline creation, conversion rates, and average deal cycles across your team to identify coaching priorities before quarter end.
Stakeholder coverage analysis
Track whether deals have the right number of buyer-side contacts engaged — a leading indicator of close probability that most CRMs don't surface.
Automated weekly summaries
Revenue Navigator prepares a pipeline summary every week so RevOps spends Monday morning acting on insight, not assembling it.
Who it's for
Built for every revenue stakeholder
VP Revenue Operations
One source of truth for the whole revenue team. Replace the weekly spreadsheet reconciliation with a live dashboard your CRO trusts.
CRO & VP Sales
Know which segments are on track and which need intervention — every day, not just on Thursdays before the board call.
Finance & FP&A
Data-backed forecast ranges for planning cycles and investor reporting, built from close rate history rather than rep confidence scores.
FAQ
Common questions
What is RevOps dashboard software?
RevOps dashboard software gives revenue operations teams a centralised, real-time view of pipeline health, deal risk, rep performance, and forecast accuracy — connecting data from CRM and sales engagement tools into a single source of truth.
Does Revenue Navigator replace our CRM?
No. Revenue Navigator sits on top of your existing CRM and reads the data already there. Your team keeps using the tools they know — Revenue Navigator adds the intelligence layer on top.
How long does it take to set up?
Most teams are up and running in under a week. Revenue Navigator connects to your CRM via API and begins building its baseline model from your historical data immediately.
Which CRMs does Revenue Navigator support?
Revenue Navigator currently integrates with HubSpot, Salesforce, and Pipedrive. Additional integrations are on the roadmap — contact us to discuss your stack.
See Revenue Navigator in action
Book a 30-minute demo and we'll show you how Revenue Navigator works with your existing CRM data.