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.
Get a demoAbout 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.
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
Pay reps right, every cycle
Model commission plans on live warehouse data. Replace spreadsheet reconciliation with transparent attainment, accelerators, and clawbacks — visible to finance, RevOps, and reps in the same workbook.
- Live attainment by rep and territory
- Plan changes without re-importing spreadsheets
- Audit trail for accelerators and clawbacks
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.
Customer StoryVanta's customer marketing was drowning in spreadsheets. Learn how one dashboard transformed their campaigns and 3x'd results with Sigma.
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
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Related Resources
Sales Forecasting & Pipeline Management App
Sales reps can review their book of business, inspect pipeline metrics, and update deal forecasts all in one place.
Sync Leads to Hubspot with Sigma
Define lists of target users in Sigma and sync contacts to marketing tools like HubSpot dynamically using Hightouch.
Hubspot Replacement Demo
Streamline lead management and eliminate context switching. Update statuses, add notes, and create opportunities directly within Sigma, unifying your sales workflow with real-time pipeline visualization.
Everything you need to analyze, report, and act
One platform for dashboards, reports, embedded analytics, and AI-powered insights.
Sales & Operations FAQs
Common questions about sales and operations with Sigma.