Pipeline this quarter
| Stage | Deals | Avg. days in stage |
|---|---|---|
| Discovery | 14 | 9 |
| Proposal | 12 | 17 |
| Negotiation | 8 | 11 |
| Verbal | 4 | 6 |
Example view. Click a stage to see its deals in HubSpot.
Analytics
See every deal at a glance
Go Fig pulls your CRM and other tools into one place. It builds your reports on top. Check any number in a click.
Ask Celeste in plain English and it builds the view.
For your day
Check any number without waiting for a report
Dashboards on live data
Views that update when your systems do. Click any number to reach the CRM record behind it.
Pivots that feel like a spreadsheet
Drag the fields you want into rows, columns, and values. It stays fast on very large data.
Reports that run themselves
Set up the report once. It runs on a schedule and lands where your team already works.
Pivot tables
Build a pivot the way you would in Excel
Drag fields into rows, columns, and values, or click a field to add it. Go Fig writes the SQL and runs it on your data, so it stays fast on millions of rows.
Drag fields here to filter
Close DateMonth
Drag fields here for columns
Service Line
Drag fields here to group
MRR
Drag fields here to measure
Generated SQL
SELECT
service_line,
SUM(CASE WHEN close_month = 'Jul' THEN mrr END) AS "Jul",
SUM(CASE WHEN close_month = 'Aug' THEN mrr END) AS "Aug",
SUM(CASE WHEN close_month = 'Sep' THEN mrr END) AS "Sep",
SUM(CASE WHEN close_month = 'Oct' THEN mrr END) AS "Oct",
SUM(mrr) AS "Total"
FROM hubspot_deals
GROUP BY service_line
ORDER BY "Total" DESC;Sum of MRR by Service Line
| Service Line | Jul | Aug | Sep | Oct | Total |
|---|---|---|---|---|---|
| Managed IT | $7.5k | $8.2k | $8.9k | $9.6k | $34.2k |
| Cybersecurity | $4.3k | $5.0k | $5.7k | $6.4k | $21.4k |
| Cloud | $2.9k | $3.6k | $4.3k | $5.0k | $15.8k |
| Projects | $1.3k | $2.0k | $2.7k | $3.4k | $9.4k |
| Total | $16.0k | $18.8k | $21.6k | $24.4k | $80.8k |
The real pivot builder, running on a sample MSP pipeline in your browser.
Data flows
Set up a report once and it runs every morning
Pull deals from HubSpot, pivot them, and send the result to a spreadsheet on a schedule. Change the pivot step and watch the output follow.
Output: Sum of MRR by Service Line
| Service Line | Jul | Aug | Sep | Oct | Total |
|---|---|---|---|---|---|
| Managed IT | $7.5k | $8.2k | $8.9k | $9.6k | $34.2k |
| Cybersecurity | $4.3k | $5.0k | $5.7k | $6.4k | $21.4k |
| Cloud | $2.9k | $3.6k | $4.3k | $5.0k | $15.8k |
| Projects | $1.3k | $2.0k | $2.7k | $3.4k | $9.4k |
| Total | $16.0k | $18.8k | $21.6k | $24.4k | $80.8k |
A real Go Fig workflow, running on sample data. Drag the steps to move them.
Underneath the sales admin
You and your agents see the same numbers
Your dashboards and agents read from one place. When an agent flags a deal, the dashboard backs it up.
Every system, in one place you own
CRM, support, accounting, and the spreadsheets nobody will give up. Go Fig connects to 52 tools today.
Only the right people see it
People see only what their role allows. Every question and change is logged, and every number traces back to its record.
The layer the agents read
When an agent flags a deal and you open the dashboard to check, you see the same numbers.
Questions about analytics
How is this different from a reporting tool?
Most reporting tools start blank and expect your data to be clean and connected already. We do that part first, so your dashboards sit on data you can trust.
Do I have to build the dashboards myself?
No. During rollout a solutions engineer sets up the connections, metric definitions, and dashboards your team needs. Then they keep tuning them with you.
What can it connect to?
Go Fig connects to 52 tools today, including HubSpot, Salesforce, QuickBooks, Stripe, Snowflake, and Google Sheets. A custom connector takes about two weeks.
Tomorrow morning your brief could be waiting
We connect your CRM and inbox with you in a 30-minute demo.