Platform Overview

Built for the people
who run revenue.

SOLVE connects an intelligence layer that shows you what's happening to 95 revenue workflows that act on it — 31 of them reading and writing one shared data foundation. See it, understand it, act on it, all in the same system.

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95 revenue workflows5 intelligence diagnosticsAI-powered analysisOne connected data foundation
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Intelligence — see what's happening.

Five diagnostics that read your live data and tell you where to look before the quarter gets away from you.

ENGINE

SOLVE Engine

An AI diagnostic that analyzes your entire revenue operation and tells you what's broken — with confidence scoring and prioritized, specific findings, not generic advice.

TERRITORY

Territory Optimizer

Detect coverage imbalances, model reassignments, and compare scenarios side by side before you commit to any change.

WATERFALL

Revenue Waterfall

See exactly how and why revenue changed period over period — new, expansion, contraction, and churn, all in one view.

FORECAST

Forecast Accuracy

Track forecast deviation, detect rep-level bias, and get stage-by-stage probability calibration recommendations.

ATTENTION

Account Attention Engine

Accounts that need attention surface automatically — declining revenue, deals on hold, stale activity — each with a priority level and a recommended next action.

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Operating — act on what you see.

When the intelligence layer flags something, the workflow to fix it is already built, already calculating, and already connected to the same data.

The operating layer

  • ✓Already built, already calculatingForecasts, QBRs, account plans, territory models, comp plans, and performance reviews — every workflow runs live in your browser, no rebuilding from scratch each quarter.
  • ✓Reviews draft themselvesPerformance reviews pull directly from coaching history, 1:1 notes, goals, and quota attainment — the narrative is already there before you open the workflow.

Connected, not rebuilt

  • ✓No re-entering informationWorkflows pull live data straight from your CRM — accounts, pipeline, quotas, communications — so the numbers are already in the fields when you open a workflow.
  • ✓Everything carries forwardEvery workflow saves and carries forward quarter over quarter — nothing gets rebuilt from memory the night before a review.
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Data — one connected foundation.

Every diagnostic and every workflow reads from the same records. Nothing lives in isolation.

Your revenue data, unified

  • ✓One connected foundationAccounts, pipeline, contacts, communications, territories, and team hierarchy all live in the same workspace, feeding every workflow and every diagnostic.
  • ✓CSV importBulk-load accounts, pipeline, quotas, and contacts in minutes — the data becomes part of the connected system from that point on.

Feeds back in, not just out

  • ✓One source of truthNo conflicting versions between what's in the CRM, what's in the deck, and what's in someone's head. Every workflow and every diagnostic reads from the same records.
  • ✓Write-back systemCompleting a workflow doesn't just produce an output — it writes back. Coaching notes, account communications, and pipeline updates feed straight back into the intelligence layer, so the next diagnostic sees them too.
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Try the diagnostics free — no signup required.

Five free diagnostics built on the same SOLVE Analysis framework as the full platform. Answer a few questions, get an instant, expert-level output. Each one shows you exactly what the full platform adds.

Revenue Audit

A structured diagnostic that scores your revenue operation and tells you exactly where to focus.

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Performance Review Writer

Draft a complete, specific rep review from a handful of questions — ready to deliver the same day.

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QBR Builder

Turn a short set of questions into a full QBR document — narrative, scorecard, wins, misses, and next-quarter priorities.

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Comp Plan Modeler

Model a comp plan with earnings tables, accelerators, and risk flags before you lock it in.

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Account Prioritization

Build an account tiering model and coverage plan from your current situation.

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No signup required · instant results · each one ends with a path into the full platform

See it. Understand it.
Act on it.

One connected system. Intelligence that shows you what's happening, workflows that act on it, one data foundation underneath both.

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