CRM reports
Static HubSpot dashboards — stale by Monday.
Insight · Analytics
Insight — dashboards on live CRM data, not Friday CSV exports
Insight is analytics inside Salestrics — pipeline health, revenue trends, and KPI dashboards from Momentum and Ledger on one data layer. Not HubSpot reports plus a Looker subscription plus spreadsheet glue.
Dashboards on every path · Insight SQL add-on or Salestrics One · One Salestrics platform · One subscription
The stitched analytics stack
RevOps teams rebuild the same charts every week.
BI tool
Looker or Metabase fed by nightly sync jobs.
Spreadsheet forecast
Board model disconnected from live pipeline.
Zapier sync risk
Broken automations — numbers nobody trusts.
Insight on the record graph
Salestrics is one agentic CRM and revenue operating system for mid-market operators — not a stitched stack. Explore sector tracks.
Pre-built dashboards
Pipeline and revenue views from live Salestrics data.
Same login
No export to a separate BI vendor for basic GTM metrics.
Ledger + CRM
Finance and pipeline metrics share one source of truth.
One subscription
Analytics inside the workspace — not another per-seat BI bill.
What Insight includes
- Pre-built dashboards on Momentum pipeline data
- Revenue trends tied to Ledger records on paid plans
- Embedded AI panels for summary and drill-down on Insight
- No nightly CSV export to maintain forecast accuracy
Explore the Salestrics platform
Full platform overview → · Sector tracks → · Why Salestrics →
Insight FAQ
Does Insight replace Looker or Metabase?
For revenue team GTM metrics — pipeline, revenue trends, and team KPIs — Insight covers the daily dashboard job on live Salestrics data. Complex warehouse analytics may still use a dedicated BI stack.
Is Insight included on Free Forever?
Yes. Insight is part of the core platform on every plan.
Can Assistant summarize Insight dashboards?
Yes. Embedded AI panels on Insight help reps and revenue leaders get answers from live dashboard data.
See pipeline health in one place
Insight, CRM, and finance on one Salestrics login.