Can it forecast revenue?

Yes. The forecast feature uses statsmodels / sklearn time-series models. Ask 'forecast MRR for the next 6 months'.

Can sales reps see only their own pipeline?

Yes — reports support per-source filters that you can hard-code, plus role-based visibility.

How does it compare to a Salesforce dashboard?

Salesforce dashboards are static and slow to build. iDBQuery is conversational, multi-source (Salesforce + Stripe + spreadsheets in one chart), and includes forecasting.

Sales analytics

Pipeline, win rates, and MRR forecasts — without a data team.

Connect Salesforce, HubSpot exports, or your CRM database. Ask in plain English. Get pipeline charts, rep leaderboards, and forecast lines.

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Pipeline / Q4 / Sales

Revenue & Pipeline

live

Pipeline

$2.4M

+18%

Win Rate

31%

+4pt

MRR

$72K

+8.2%

Pipeline Funnel

MRR Trend + 3mo Forecast

actual forecast

Top Open Deals

AccountStageARRClose

Acme CorpProp$140KDec 18

NorthwindSQL$92KJan 04

Globex LtdProp$78KDec 22

InitechMQL$54KJan 11

Mock preview

The problem

What teams in this space deal with

Sales ops shouldn't be a full-time job for an analyst. Most teams want three things: where's the pipeline today, who's closing deals, and what's MRR going to look like next quarter? The current answer is a stack of half-broken dashboards in Salesforce, a separate spreadsheet for board reporting, and a quarterly scramble to reconcile them.

The fix

How iDBQuery helps

Drop your CRM data into iDBQuery (Salesforce export, HubSpot export, or a MySQL CRM). Ask 'show pipeline by stage and rep' or 'forecast MRR for next 6 months'. The AI writes the SQL, applies your stage probabilities, and renders the chart. The forecast feature uses the same time-series ML used in /features/forecast-anomaly — so 'what's MRR going to look like in October?' is one prompt away.

Sources

Typical data you'll connect

Salesforce export (Reports → CSV)
HubSpot export
MySQL/Postgres-backed CRM (custom Rails/Django apps)
Stripe export for revenue truth
Excel pipeline trackers

Examples

Sample dashboards built in chat

Pipeline by stage

Open opportunities grouped by stage with weighted value, by rep and segment.

Stacked bar by stageWeighted-pipeline KPIRep filterSegment filter

Win-rate by sales rep

Closed-won / total closed per rep over a rolling window.

Leaderboard tableWin-rate trend chartQuota-attainment KPI

MRR trend with forecast

Historical MRR plus a 6-month forecast with confidence band, broken down by plan.

Forecast chart (with band)Plan-mix stacked areaChurn KPI

Pricing

What it costs

Free tier covers a single-team rollup (3 sources, 5 reports). Upgrade unlocks more sources for multi-team or multi-region splits and forecast on larger histories.

See pricing

Features behind this use case

Forecast & anomalies Reports PostgreSQL Excel

Frequently asked questions

No — a CSV export from a Salesforce report is enough. For live data, connect a Salesforce-replicated DB or use a sync tool.

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