Sigma for Sales and Operations Teams

Optimize revenue operations and forecast with confidence. RevOps teams use the secure spreadsheet interface to track pipeline, model territories, and analyze performance on live data.

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About Sales and Operations Teams in Sigma

Sales and ops teams run on pipeline data. Sigma lets teams ditch the spreadsheet chaos and work directly on live data with the visibility, version control, and cross-functional alignment needed to hit numbers every quarter.

Trusted by sales and operations teams at leading enterprises worldwide

From Data to Pipeline Velocity

Spot stalled deals and identify coaching opportunities instantly. Sales managers drill from high-level pipeline views down to individual rep activity to unblock deals and improve conversion rates.

Model territories with real-time confidence

Balance territories dynamically. RevOps leaders use Input Tables to adjust capacity models and write quota targets back to the warehouse.

Input Tables for planning

Quota & commission modeling

Live capacity analysis

Attribute revenue and act on live data

Connect marketing spend to closed revenue. Analyze multi-touch attribution models on billions of campaign events to identify exactly which channels drive high-value pipeline.

Multi-touch attribution

Campaign ROI analysis

Lead velocity tracking

Validate pipeline health on real-time data

Inspect the pipeline from the bottom up. Sales managers drill down to deal-level activity across live email and meeting transcript data to spot stalled deals and validate the commit.

Deal-level drill down

Activity-to-pipeline correlation

Stalled deal alerts

Unify CRM and usage data

See the full customer picture. Join CRM opportunities with product usage logs and billing data live in the warehouse to identify true upsell signals and churn risks.

Cross-source data joins

Usage-based churn signals

White-space analysis

Automate commission logic

Calculate complex variable comp plans on live data. Provide reps with transparent, transaction-level visibility into their payouts, reducing disputes and shadow accounting.

Transaction-level commission detail

Real-time attainment tracking

Dispute resolution drill-down

Trusted for Planning Precision

Sales leaders trust Sigma's live warehouse connection to ensure pipeline accuracy and quota attainment without the risk of stale data.

3×

Better campaign outcomes

Vanta's customer marketing was drowning in spreadsheets. Learn how one dashboard transformed their campaigns and 3x'd results with Sigma.

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100%

Data visibility

10+

Teams onboarded

“Sigma has become my go-to tool for quick exploratory analysis. It’s fast, it’s flexible, and it handles the data volumes we deal with effortlessly.”

Josh Hanson

Data Scientist, Clay

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30

Days to transformation

35%

Customer reach within 4 months

“We're having better conversations about our data itself and the value it provides to customers.”

Josh Baxter

Solutions Consultant, G2

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30K+

Users onboarded

30%

More queries

"The amount of collaboration with Sigma has been really refreshing, and it’s something that we brag about to other vendors."

Andrew Huynh

Senior BI Engineer, DoorDash

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8x

Increase in customer adoption of dashboards

75%

Reduction in dashboard load times

Learn how Persona delivers self-service analytics to hundreds of customers with Sigma, driving 8x adoption and dramatically faster insights.

Eric Gordon

Head of Customer Insights, Persona

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Richard Howe, Head of Business Operations at Falcon X, shares his experience working with Sigma for their business intelligence needs. Learn more about how Sigma’s flexibility and ease of use allowed Falcon X’s team to quickly transition from using Google Sheets to a standardized platform, empowering them to utilize data and develop core insights. Discover the importance of understanding user needs and the value of iterating quickly to deliver value to clients. Watch the video now.

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10+

New capabilities introduced

50+

Data sources flowing into Snowflake hourly

"Post-Sigma, real-time dashboards and automated data pipelines improved decision-making speed by 40%. This shift led to a 15% increase in revenue from optimized campaigns."

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Enterprise-Grade Analytics for Sales & Ops Scale

Sigma is built for business teams that need flexibility without sacrificing governance or performance.

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Spreadsheet-Native Interface

Work on live warehouse data with the familiar Excel experience your team already knows

Ad-Hoc Analysis at Scale

Explore billions of rows without pre-aggregation or waiting for engineering support

Secure Writeback

Update forecasts and operational data with governed inputs and approval workflows

Full Data Lineage

Understand where every number comes from with complete explainability and audit trails

Embedded Analytics

Deploy customer-facing dashboards quickly without custom development work

Real-Time Support

Get help from product experts through in-app chat when you need it most

Everything you need to analyze, report, and act

One platform for dashboards, reports, embedded analytics, and AI-powered insights.

Automate workflows with AI-powered logic.

Analyze billions of records using the skills you know best.

Batch deliver highly formatted, audit-ready reports to thousands of recipients.

PDF export

Bursting

Paginated reports

Give your customers the insights they need. Integrate white-label analytics seamlessly into your products.

Customer self-service

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Sales & Operations FAQs

Common questions about sales and operations with Sigma.

Can we model territories and quotas directly in the warehouse?

Yes. RevOps leaders use Input Tables to adjust capacity models and write quota targets back to the warehouse. This allows you to balance territories dynamically.

How do we combine CRM data with product usage to identify churn?

Join CRM opportunities with product usage logs and billing data live in the warehouse. This unifies the full customer picture to identify true upsell signals and churn risks.

Can we automate commission logic to reduce rep disputes?

Calculate complex variable comp plans directly on live data. This provides reps with transparent, transaction-level visibility into their payouts, reducing disputes and shadow accounting.

How do we connect marketing spend directly to closed revenue?

Analyze multi-touch attribution models on billions of campaign events. This live analysis identifies exactly which channels drive high-value pipeline.

Can we analyze call transcripts to coach reps without burning manager time?

Yes. Sales managers inspect deal-level activity across live email and meeting transcript data to validate the commit. By analyzing this unstructured data directly in the warehouse, you scale sales coaching and spot stalled alerts without dedicating hours to manual call listening.

How do we prioritize and score accounts for reps without a team of analysts?

Identify true upsell signals and churn risks by joining CRM opportunities with product usage logs and billing data live in the warehouse. This unified approach gives you the full customer picture, allowing teams to conduct white-space analysis and prioritize targets based on actual usage signals.

How do we model sales capacity, headcount, and productivity targets in one place?

RevOps leaders use Input Tables to adjust capacity models and write quota targets back to the warehouse. This allows you to balance territories dynamically and conduct live capacity analysis. You manage all planning and commission logic natively in the warehouse, eliminating the need for disconnected modeling spreadsheets.

Sigma for Sales and Operations Teams

From Data to Pipeline Velocity