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One platform. Intelligence tuned to every role.

A CMO, an SDR manager, and a content lead do not need the same dashboard — they need different answers from the same data. GTM Intelligence gives each role its own view: the signals they act on, the benchmarks they are measured by, and the next decision they should make.

Role-wise intelligence · live
CMO · revenue & efficiencyexec
Senior manager · team opsops
GTM strategist · marketsignals
Content manager · impactcontent
SDR manager · pipelineoutbound

Live workspacelive data layer

5

Role-specific intelligence views, one shared data layer

1

Source of truth across the GTM team

Live

Signals and alerts, not static reports

Next

Every view ends in a recommended action

Why role-wise

A shared dashboard tells everyone a little. It tells no one what to do.

Generic dashboards put every metric on every screen, so each person hunts for the numbers that matter and guesses at the rest. Role-wise intelligence starts from the decision each role owns.

Generic dashboards

  • Every metric on every screen, relevant to no one
  • Each role exports to a spreadsheet to find their numbers
  • Data shows what happened, never what to do next
  • Executives and reps argue over different versions of truth
  • Insights arrive in a monthly deck, too late to act
  • No benchmarks, so good is anyone's guess

Role-wise GTM Intelligence

  • Each role sees only the signals it acts on
  • One shared data layer — no exports or reconciliation
  • Every view ends in a recommended next move
  • One source of truth from CMO down to SDR
  • Live alerts when something needs attention
  • Built-in benchmarks show what good looks like

Five roles, five lenses

The same GTM data, answered for each seat.

Every role gets a view built around the decisions it owns — with the signals, benchmarks, and recommendations that matter to that seat.

Executive

CMO

The revenue-and-efficiency view.

  • Pipeline and revenue contribution by channel
  • Blended CAC and marketing efficiency
  • Funnel health and budget-to-pipeline ROI
  • Forecast-to-target gap alerts
on shift

Operations

Senior Manager

The team-performance view.

  • Performance by team, rep, and segment
  • Capacity and workload balance
  • Stage conversion and bottleneck detection
  • Coaching flags on weak motions
on shift

Strategy

GTM Strategist

The market-signal view.

  • ICP and segment performance signals
  • Market, competitor, and intent trends
  • Channel and motion experiment results
  • Scenario modelling for new motions
on shift

Content

Content Manager

The content-impact view.

  • Content-sourced and influenced pipeline
  • Asset usage by sales in live deals
  • Search and AI-answer visibility
  • What to produce next, ranked by impact
on shift

Outbound

SDR Manager

The pipeline-generation view.

  • Meetings booked and cost per meeting
  • Sequence, channel, and rep performance
  • Reply, positive-reply, and show rates
  • Where each rep should focus next
on shift

How it comes together

From raw GTM data to a decision, per role.

A shared intelligence layer turns operational data into live, relevant decisions for every seat.

01

Connect

Plug in CRM, outreach, analytics, and content sources.

02

Unify

Create one clean data layer every role reads from.

03

Model

Map metrics to the decisions each role owns.

04

Benchmark

Frame every number against what good looks like.

05

Surface

Give each seat its own live, filtered view.

06

Recommend

End every view in the next best action.

Under every role view

The engine that powers all five.

Different lenses, one intelligence layer. These capabilities keep the numbers reconciled and the recommendations aligned.

Signals

Live, not lagging

Intent, engagement, and performance signals update in real time so a view reflects this morning, not last month.

  • Live intent signals
  • Performance updates
  • Fresh decision context

Benchmarks

Know what good is

Every metric is framed against a benchmark, so a number arrives with enough context to judge it.

  • Role-specific targets
  • Comparative context
  • Clear performance cues

Recommendations

Ends in an action

Each view closes with a recommended next move and the reasoning behind it — analysis your team can act on.

  • Action recommendations
  • Decision rationale
  • Prioritised next steps

Alerts

Told, not searching

The platform pushes an alert the moment something needs attention instead of waiting for someone to notice.

  • Exceptions surfaced
  • Timely notifications
  • Attention routing

One data layer

No more reconciling

All five roles read from the same source of truth, so numbers never disagree across the team.

  • Connected systems
  • Shared definitions
  • Trusted reporting

Shareable

Roll up or drill down

Any view rolls up for an executive or drills into a single rep, keeping the whole team aligned on reality.

  • Executive rollups
  • Rep-level detail
  • Aligned conversations

Built for GTM teams

Everyone sees the same truth — at the right altitude.

01

Leaders need the revenue picture.

See efficiency, pipeline, and forecast risk without paging through reports.

02

Managers need action-ready operational context.

Find bottlenecks, capacity issues, and coaching opportunities before they grow.

03

Specialists need relevant signals, not dashboard noise.

Each role gets a focused view tied to its actual decisions.

Before you ask

The questions teams ask.

A BI dashboard shows metrics and leaves interpretation to you. GTM Intelligence begins with each role's decision, then surfaces only the signals, benchmarks, and recommended actions that move it.

See the view built for your seat.

Tell us your role and stack. We'll show you the signals, benchmarks, and recommendations your GTM Intelligence view would surface.