Automate GTM Reporting

Siloed data, CRM limitations, or complex logic? No problem.

Trusted by leading RevOps teams​

Workbench

Drive revenue while leaving Excel behind

Calculate your most important GTM metrics in real-time, from pipeline progression to revenue retention and more. Spend time analyzing data instead of reporting it.

“Before AccountAim, I used to have to pull together multiple spreadsheets, Notion docs, and Salesforce reports every week, stitch them together, and put them in a deck to share. Now we spend time analyzing instead of building with our most important data at our fingertips.”

Graham Gawthorne

Head of BizOps & Finance

Warehouse

Make ugly data usable,
no engineering needed

Use our Data Warehouse to create a RevOps source of truth. Combine fragmented data sources, automate data snapshots, and cleanse data with the power of a data warehouse.

POV: You're an AccountAim customer

20+

Hours saved reporting per month

10x

Faster insights and reporting

5x​

Data points captured and analyzed

Workflows

Action the insights your team actually needs

Easily trigger proactive alerts and notifications directly into the tools your team is already using.

“AccountAim has helped us cut down the time we were spending on our monthly reporting from weeks to hours by creating a single source of truth for all of our GTM data.”

Scott Franco

Director of Marketing

Start building today

Explore dozens of templates to get started immediately or build and customize your own analysis from scratch.

Cohort analysis

Track the customer journey at scale, spot behavioral trends, and increase net retention with cohort analysis. Slice and dice cohorts by industries, geos, product bundles, and more with just a couple clicks.

Cohort analysis dashboard

Create a cleansed, reviewed, and real-time source of truth for board metrics so you can spend more time analyzing trends, not pulling them together.

Get your forecasting analytics out of sheets. Drive forecast accuracy by tracking week-to-week progression, automating weighted calculations, and visualizing your forecast in any way you’d like. 

Ditch the snapshotting and reporting limitations of Salesforce and HubSpot. Automatically snapshot and store every opportunity and field without limit. Trend your historical data so you can understand the “why,” not just the “what.”

What was pipeline at the beginning of the year? How have marketing touches converted through the funnel? Answer these questions and more with pipeline snapshots and stage progression analytics.

Sankey chart of how first touches flowed through conversion funnel

Track and compare ROI across all of your events to fine tune your event planning. Review event spend, follow-up outreach, opportunity creation, and closed won at +7 days, +14 days, +21 days, and +90 days. 

Get a real-time view of pacing to goal, whether that’s quota attainment, pipeline, or implementation progression. Gamifying targets drives the ideal behavior amongst reps.

Put the most important data at the hands of your field reps. Whether that’s product usage, call sentiment, or sales data, make sure your reps are actioning it as intended.

Speak the language of leadership while creating a single source of truth for ARR with ARR waterfalls. Dig into retention, expansion, and churn trends across segments, geos, and use cases.

Use white space analysis to analyze the revenue potential within each account. Make sure that reps receive fair territories, sanity check quota targets, and define TAM for sales headcount planning.

Use virtual fields to run various GTM planning scenarios without impacting the CRM. Make easy changes to avoid a weeks-long re-plan for the fifth time.

These are just the most common use cases. If the data exists and you can dream it, AccountAim can build it. 

Connect AccountAim to your favorite tools

Seamlessly integrate with the most important tools your team uses.

Get more out of your GTM data

Sign-up today to get started.