Close the period with fewer hands on it.
The data arrives on its own. The checks run on their own. The routine changes go through an assistant that shows you old and new and waits for your click. You spend the close on the exceptions, not the plumbing.
A stage change in Salesforce, a new payout ten seconds later.
No polling, no nightly wait, no Apex knowledge needed. Choose when it should fire, preview the code, and push it into your org with the feed's own login. Remove it the same way.
- ✓ Only the changed opportunities and their line items are re-imported
- ✓ A burst of edits collapses into one recalculation
- ✓ Landing check on every record, with a full sweep as the fallback
- ✓ Nightly reconcile so nothing drifts
Describe the check. It writes itself, runs itself, and keeps score.
Tell the assistant what should never be true: a rep with a quota and zero attainment, an overlapping plan assignment, a closed-won deal that credited nothing. It writes the check, dry-runs it in an isolated sandbox against your real tables, and schedules it once you confirm.
The routine changes, done by an assistant that asks first.
Quota changes, crediting rules, plan assignments, terminations and rehires, user setup. The assistant looks up the current record, shows you old and new on a confirmation card, and writes only after you approve. Every change lands in the audit trail and can be reverted.
- ✓ Offers to model the impact as a scenario before touching live data
- ✓ Update-only where an update is what you asked for: it will not invent rows
- ✓ Departures close the employment spell; rules are never end-dated by accident
- ✓ Reachable from any page, including straight from an audit finding
Sign in to a system once. Every feed shares it.
One connection per system, one feed per object, each with its own mapping and schedule. Salesforce, Workday, Slack and the rest sit side by side with the last sync and its result on the card.
Built for the person who actually runs it.
Why isn't this deal crediting?
Answered gate by gate: metric criteria, crediting rules, plan coverage, and the exact filter that excluded it. Reps can ask it themselves.
Audit trail on everything
Every data change, every run, every override, every assistant action. Queryable, and attached to the person who did it.
Reports you can build yourself
A drag-and-drop canvas with a live-data preview, draft and publish states, and version history. No ticket to engineering.
Bring your messiest plan. We will run it live.
Thirty minutes, your data, no slides.
Book a demo