Understand your Pipeline Risk natively in Salesforce
Squivr Analytics brings grids, dashboards, and scoring together with relationship intelligence and account planning, so your team and your AI can both answer the same question: what should we do next?
See it in action
A walkthrough of how Squivr turns Salesforce data into revenue intelligence your team can act on.
AI raised the stakes on your CRM data. Your CRM data raised the ceiling on AI.
Claudeforce and Agentforce change what a bad record costs. When someone asks an assistant which accounts are at risk, the answer is only as trustworthy as the pipeline, relationships, and strategy sitting behind it. An incomplete buying committee, a stale close date, or an account plan nobody maintained no longer produces a dashboard people quietly ignore. It produces a confident, wrong answer that a revenue leader acts on.
The dependency runs both directions. Salesforce holds far more than any team can read: thousands or millions of records across accounts, contacts, opportunities, activities, cases, and custom objects. Most of that value stays locked until something can reason across it. Trusted data is what makes AI useful. AI is what finally makes all that captured data worth the effort.
Trusted, structured CRM data
Complete stakeholder maps, current pipeline, real account strategy, and consistent scoring give an AI something solid to reason over instead of something to guess at.
AI that works across it
Nobody reads 50,000 opportunity records. Reasoning turns that volume into the handful of accounts, gaps, and next steps a team can actually act on this week.
Analytics is no longer the destination. It is the context layer underneath it.
Dashboards still matter. But the path from a Salesforce record to a decision runs through several steps, and most reporting tools stop at the third.
- DataEvery record Salesforce already holds.
- MetricsOrganized into numbers that compare.
- AnalyticsPatterns, trends, and outliers surface.
- ContextRelationships and account strategy attach.
- IntelligenceAI reasons across the whole picture.
- ActionWork executed in Salesforce, not exported.
What revenue intelligence has to answer
What is happening?
Reports, dashboards, grids, trends, and metrics give the team visibility into pipeline, revenue, coverage, and plan progress.
Why is it happening?
Scores, relationship intelligence, stakeholder coverage, and account planning data explain what sits behind the number.
What should we do next?
Where analytics, AI, and Salesforce workflow converge. Business intelligence has always been good at the past. This is the part that changes a quarter.
Two identical deals on the pipeline report. Two very different levels of risk.
Same amount, same stage, similar activity. Traditional reporting weighs them the same. Relationship intelligence tells a different story.
Opportunity A
$1.0MStage: Negotiation · Activity: 42 touches / 30 days
- Executive sponsor engaged and mapped
- Multiple champions across two functions
- Buying committee fully mapped
- Strong persona coverage and sentiment
- Mature account plan with current milestones
Opportunity B
$1.0MStage: Negotiation · Activity: 39 touches / 30 days
- No executive relationship of any kind
- One primary contact carrying the deal
- Several decision-makers unidentified
- No clear champion, weak coverage
- Buying process largely unknown
Four ways to work with your Salesforce data
Squivr Grid
Sometimes the clearest view of Salesforce data is not another chart, it is the records themselves. Grid gives users a fast, flexible way to explore and change data in place, moving from viewing information to working with it.
- Inline editing
- Mass updates
- Conditional formatting
- Hierarchical views
- Trend visibility
Reports and dashboards
Visibility into pipeline, opportunities, accounts, relationship health, stakeholder coverage, planning progress, whitespace, and engagement, sitting next to the workflow where the work actually happens.
- Pipeline & revenue
- Coverage
- Plan progress
- Whitespace
- Engagement
Scorecards and scoring
Knowing what happened is the start. Scoring turns scattered Salesforce signals into readable indicators of health, risk, readiness, and opportunity, using the factors your business cares about rather than a generic model.
- Account health
- Deal risk
- Relationship strength
- Plan readiness
Command Center
One place for a revenue leader to start the week. Signals from analytics, relationship intelligence, and account plans arrive together, so focus goes to the accounts that need it rather than to ten separate dashboards.
- Weekly focus
- At-risk accounts
- Change feed
- Team priorities
No export. No sync. No second system to trust.
When analytics lives outside CRM, people leave Salesforce to understand a situation and come back to act on it. Every step in that round trip adds lag and another copy of your data to secure.
Squivr Analytics runs inside your org, on your objects, under your sharing model and field-level security. Your data never leaves Salesforce, which is also what lets AI reason over it without a new perimeter to defend.
Salesforce records what happened. Squivr explains what it means.
Analytics, relationship intelligence, account planning, scoring, and execution, connected in one Salesforce-native layer your team and your AI can both rely on.