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Is pipeline actually converting?
Measure movement, velocity, and win rate by source, segment, owner, and deal type from consistent snapshots.
Bring Close CRM beside billing and account data. Track pipeline and rep activity while tying every won deal to the revenue and customer behavior that followed.
A useful data stack earns its keep by answering concrete questions. These are the decisions this solution is designed to support.
Measure movement, velocity, and win rate by source, segment, owner, and deal type from consistent snapshots.
Compare outreach and meetings with opportunities, closed-won revenue, and later customer quality.
Put CRM expectations beside billing outcomes so sales, finance, and leadership work from connected numbers.
Bring leads, opportunities, activities, and users beside Stripe and application account records.
Define stages, snapshots, conversion logic, ownership, and source attribution in reusable dbt models.
Investigate pipeline changes, rep performance, or forecast gaps in plain English with inspectable SQL.
Build sales and executive dashboards from the same modeled definitions used in the underlying analysis.
Each solution uses the same connected platform: sync the sources, model the business logic, query with the agent, and turn the result into a dashboard or application. Adopt the modules you need now without rebuilding the context at every layer.
A useful CRM dashboard usually covers pipeline value, stage conversion, win rate, sales velocity, activity, forecast, revenue by rep, and lead source performance.
CRM data describes the sale; Stripe data records the revenue. Combining them lets you evaluate acquisition sources and rep performance against actual customer value.
Mako currently supports Close CRM, including the leads, opportunities, activities, and users needed for sales reporting.
Open source, self-hostable, and free to start. Connect a source and put the first useful answer on screen.