Use case
Turn sales performance reviews into reusable workflows.
Underdata helps revenue teams preserve the question, plan, governed execution, reviewed answer, and dashboard behind every recurring sales performance review.
Recurring business question
What changed in sales performance this month, and which segments need action before the next forecast?
Why teams keep rebuilding the sales review
- Pipeline, bookings, activity, and conversion context often live in separate systems and spreadsheets.
- The monthly explanation depends on copied queries, manual slides, and tribal knowledge from the last review.
- When leaders ask for a different cut, the team has to reconstruct the analysis instead of rerunning a governed workflow.
Data sources that may be involved
- CRM opportunities and accounts
- Pipeline stage history
- Bookings and revenue tables
- Sales activity data
- Territory and rep ownership data
How Underdata makes it reusable
- Question
Capture the recurring sales performance question and the decision it supports.
- Plan
Define segments, periods, funnel stages, metric definitions, and source systems before execution.
- Governed execution
Run approved steps against governed sources with reviewable tables, charts, and variance logic.
- Reviewed answer
Record the driver explanation, assumptions, owner review, and recommended action.
- Reusable workflow
Keep the logic ready to rerun for the next forecast, operating review, or board update.
- Publish
Publish the trusted output as a dashboard or data app for revenue leaders.
What the workflow produces
- Performance driver table
- Segment and region variance charts
- Forecast exception list
- Reviewed answer and action summary
- Sales review dashboard or data app
How teams use it after review
- Rerun it before each forecast call
- Share it with revenue, finance, and sales leadership
- Schedule the reviewed workflow for monthly reporting
- Publish dashboard views by segment, region, or owner
Example questions
Which segment explains the largest conversion change this month?
Where did discounting affect booked revenue most?
Which pipeline changes should be reviewed before the next forecast?
Make the sales review repeatable.
Bring one recurring revenue question and Underdata will help shape it into a governed workflow during private beta.
Request private beta access