Revenue Intelligence License
Turn your CRM data into revenue clarity.
Your CRM holds more insight than you’re seeing.
We build the dashboards, forecasting models, and analytics that give your leadership team real visibility into revenue performance so decisions are driven by data, not gut feel.
THE CHALLENGE
Does any of this sound familiar?
You’re not alone. These are the most common pain points we hear from teams just like yours.
Sales forecasting is still a guessing game
When forecasts aren’t grounded in real pipeline data, you’re flying blind. Revenue Intelligence changes that with accurate, data-driven predictions.
Leadership doesn’t have the full picture
Executives need a clear view of revenue drivers, not a stack of disconnected reports. Advanced dashboards deliver the clarity they need.
Your best insights are buried in the data
The trends are there… you just can’t see them yet. Analytics surfaces what’s working, what’s stalling, and where to focus.
Marketing and sales attribution is broken
You’re spending on campaigns, but can’t see what’s actually driving pipeline. Attribution analytics closes that loop.
WHAT'S INCLUDED
Here’s what you get with the Revenue Intelligence License.
Each analytics capability is designed to transform CRM data into clear, actionable revenue insights.
Explore each capability to see what’s included:
Giving Leadership the Revenue Visibility They Need
Executive Revenue Dashboards
Real-time, role-specific dashboards that give leadership clear visibility into revenue, pipeline, and team performance.
✓ Revenue and ARR tracking dashboards
✓ Sales team performance by rep, region, and product
✓ Pipeline health and coverage metrics
✓ Board-ready reporting built in CRM
Forecasting Revenue With Real Data, Not Gut Feel
Revenue Intelligence & Forecasting
Advanced analytics that surface trends, bottlenecks, and revenue signals paired with accurate, probability-weighted forecasting.
✓ Multi-variable forecast modeling
✓ Pipeline trend and velocity analysis
✓ Deal win/loss analytics by segment
✓ Forecast accuracy improvement over time
Seeing Exactly Where Deals Slow Down
Pipeline & Activity Analytics
Deep visibility into how deals move through your pipeline and where they don’t.
✓ Stage-by-stage conversion rate tracking
✓ Activity and engagement correlation analysis
✓ Rep behavior and pipeline health scoring
✓ Time-in-stage and stall detection reporting
Knowing Which Marketing Investments Actually Drive Revenue
Campaign Attribution & Marketing Analytics
Connect marketing activity to revenue outcomes so you know which campaigns, channels, and touchpoints actually drive deals.
✓ Multi-touch campaign attribution modeling
✓ Channel-level revenue contribution reporting
✓ Lead source to closed revenue tracking
✓ Marketing ROI reporting by campaign and segment
USE CASE
When Organizations Choose the Revenue Intelligence License
Organizations typically choose this license when they are:
- Forecasting revenue with spreadsheets and gut instinct rather than CRM data
- Unable to give leadership a clear picture of pipeline health and revenue drivers
- Spending on marketing but unable to attribute it to pipeline or closed revenue
- Ready to move from reactive reporting to proactive revenue strategy
NEW TO CRM?
Revenue Intelligence works best on a solid foundation. If you haven’t launched your CRM yet, start there first.
HOW IT WORKS
How the Revenue Intelligence License Works
Each WhiteRock license includes a one-time setup (“stitch-in”) to configure your system, followed by a predictable monthly investment.
Licenses are designed for ongoing success, allowing your CRM to continuously evolve without the need for new projects or hourly billing.
Delivered using your existing or newly purchased Salesforce or HubSpot platform.
Pricing scales based on your system, users, and level of support required.
- Supported platforms:
- Salesforce
- HubSpot
- CRM licenses (Salesforce or HubSpot) are required and not included
- Minimum editions may apply depending on use case
WHERE YOU ARE IN YOUR CRM JOURNEY
The CRM Lifecycle
Every organization moves through these stages. The Revenue Intelligence License is most often implemented across the Operate and Optimize stages, and continues to deliver value as your CRM matures, transforming CRM data into actionable insights for leadership and revenue teams.
COMMON COMBINATIONS
Often Combined With Revenue Intelligence
While this license stands on its own, most customers enhance their results with complementary licenses. Here are the most common combinations.
Revenue Intelligence + CRM Operations License
Automated operations feed structured, reliable data into your analytics layer. Cleaner pipeline data from CRM Operations makes Revenue Intelligence significantly more accurate and actionable.
Timeline: Revenue intelligence is typically introduced once operational workflows are established and producing consistent data
Best For: Revenue leaders who want both operational discipline and strategic visibility
Revenue Intelligence + CRM Integration License
Full revenue intelligence requires data from every system, not just CRM. Integration brings in ERP, marketing, and finance data so your dashboards reflect the complete revenue picture.
Timeline: Intelligence layer is typically added after integration is stable
Best For: Organizations with multi-system revenue data that needs to be unified for reporting
Revenue Intelligence + CRM Optimization License
Refine your CRM data structure, workflows, and system performance to improve data quality and consistency. This creates a reliable foundation for dashboards, forecasting, and revenue insights.
Timeline: Often implemented alongside or immediately before Revenue Intelligence to ensure reporting is built on clean, consistent data
Best For: Organizations that don’t fully trust their CRM data, reporting, or forecasting accuracy
Ready to see what’s really driving your revenue?
We’ll start by mapping the insights your leadership team needs most, then build the reporting to surface them.