Turn sales data into compelling investor updates
AI workspace that learns your sales process and automates quarterly reports
Backed by the best
Sales reporting is eating your time
You're spending entire weekends pulling quarterly numbers from Salesforce, Google Sheets, and email threads. Every board meeting requires hours of manual data compilation, creating PowerPoint decks, and explaining pipeline changes to investors who want specific metrics formatted their preferred way. Meanwhile, your team's asking when they'll get territory assignments for next quarter, but you're still buried in last quarter's numbers.
- Quarterly board reports take 15+ hours to compile manually
- Investors want different metrics than your standard dashboard shows
- Revenue data scattered across Salesforce, spreadsheets, and email threads
- Pipeline analysis requires pulling data from multiple sources every time
Automate investor updates that learn your business
- Generate quarterly investor reports automatically with revenue trends and pipeline analysis
- Create board-ready presentations with customized metrics investors actually want to see
- Track territory performance and quota attainment across all sales channels
- Build recurring revenue forecasts that update automatically as deals progress
How it works
- 01
Connect your data
Link Salesforce, Google Sheets, and other sales tools through guided authentication setup
- 02
Define your metrics
Teach Brainvolt which KPIs matter to your investors and board
- 03
Automate reports
Schedule quarterly updates that generate automatically and improve over time
What Brainvolt brings to your workflow
Intelligence That Compounds
AI learns from every quarterly report and investor question. Your sales knowledge accumulates over time, making future updates faster and more accurate.
Contextual Revenue Intelligence
Pulls data from Salesforce, Google Sheets, email threads, and real-time web research in one response. Knows which metrics different investors care about.
Automated Report Generation
Creates board presentations, revenue forecasts, and pipeline analyses automatically. From conversation to shipped investor deck with scheduled quarterly delivery.
Cross-Platform Sales Intelligence
Integrates with Salesforce, Google Sheets, Slack, and BigQuery. Creates custom connections to your specific sales tools through simple conversation.
Frequently asked questions
Connect your world.
Get things done.
Try the AI workspace that keeps context and helps you turn conversation into action.