Sigma for Sales and Operations Teams
Keep pipeline, targets, and capacity in sync on live warehouse data.
Trusted by sales and operations teams at leading enterprises worldwide
From Data to Revenue and Operational Outcomes
Sigma supports the core workflows where sales performance, capacity, and execution determine growth.
Forecast pipeline with real-time confidence
Sales leaders track opportunity progression, analyze win rates, and predict revenue using live CRM data. Forecasts update instantly as deals move—without spreadsheet version conflicts.
Real-time pipeline and revenue forecasts
Scenario modeling with writeback inputs
Automatic rollups across sales hierarchies
Optimize territories and quota assignments
RevOps teams design and adjust territories dynamically as markets change. Quota fairness and coverage gaps are visible immediately, with full auditability of changes.
Dynamic territory reassignment
Fair quota distribution with transparency
Year-over-year territory performance comparison
Automate commission calculations without errors
Sales ops and finance teams calculate commissions directly from CRM data. Reps see earnings update in real time, reducing disputes and manual reconciliation.
Real-time commission visibility
Split handling and performance modifiers
Audit logs for compliance and disputes
Surface relevant case studies instantly
Reps receive tailored case studies, logos, and battle cards based on prospect context. AI analyzes calls to show which proof points resonate and drive wins.
Context-aware proof point matching
Usage tracking tied to outcomes
Integrated competitive intelligence
Plan capacity and optimize resource allocation
Operations leaders model staffing and workload scenarios to identify bottlenecks before they happen. What-if analysis supports proactive hiring and reallocation decisions.
Capacity and FTE scenario planning
Bottleneck identification before impact
Integrated planning across operations data
What self-service looks like in practice
High-scale teams use Sigma to expand access, reduce ad-hoc demand, and keep sensitive data governed—without slowing the business down.
"The amount of collaboration with Sigma has been really refreshing, and it’s something that we brag about to other vendors."
Learn how phData built a complete, self-serve commissions solution using Sigma. Instead of purchasing a dedicated revenue platform, they used their existing architecture—including Sigma—to solve one of their most complex and business-critical processes: sales compensation.
Unagi has always relied on data to optimize user experience, refine operations, and grow its business. But their journey to becoming a truly data-powered organization accelerated when they transitioned from Tableau to Sigma. What started with Sigma as a customer, zipping around on Unagi scooters, quickly evolved into a full-throttle data partnership—one that’s now helping Unagi unlock new levels of efficiency and intelligence.
Enterprise-Grade Analytics for Sales & Ops Scale
Sigma is built for business teams that need flexibility without sacrificing governance or performance.
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
Related Resources
Sigma's Query Engine (caching tiers + Alpha Query)
A technical walkthrough of the execution lanes: browser cache, Alpha Query, results cache via query ID, materialization, and warehouse cache behavior.
Sigma's Query Engine (caching tiers + Alpha Query)
A technical walkthrough of the execution lanes: browser cache, Alpha Query, results cache via query ID, materialization, and warehouse cache behavior.
Sigma's Query Engine (caching tiers + Alpha Query)
A technical walkthrough of the execution lanes: browser cache, Alpha Query, results cache via query ID, materialization, and warehouse cache behavior.
Everything you need to analyze, report, and act
One platform for dashboards, reports, embedded analytics, and AI-powered insights.
AI Apps
Automate workflows with AI-powered logic.
AI Builder
AI automation
Writeback
Actions
Dashboards & Analysis
Analyze billions of records using the skills you know best.
Self-service
Spreadsheet UI
NLQ
Drill-down
Data models
Pixel-Perfect Reports
Batch deliver highly formatted, audit-ready reports to thousands of recipients.
PDF export
Bursting
Paginated reports
Embedded Analytics
Give your customers the insights they need. Integrate white-label analytics seamlessly into your products.
React SDK
White-label
SSO ready
Speed-to-deploy
Sigma Tenants
Customer self-service
