Used For

• +**Your Monday morning ritual of updating the revenue dashboard from 4 different tools** → Live data flows in automatically, dashboards stay current without you touching anything
• +**Finance team asks for pipeline numbers and you spend an hour exporting from Salesforce** → Query live CRM data directly in spreadsheet formulas, get answers in seconds
• +**Board deck preparation means 3 days of data gathering across tools** → Scheduled reports push fresh metrics to Slack and email automatically
• +Visual query builder for non-SQL people - drag and drop instead of learning database commands
• +Embed live dashboards in Notion or anywhere else your team actually works

Best For

• >Your weekly revenue report involves copying numbers from 3 different tools for 2 hours
• >Sales ops team keeps getting asked "what are our real numbers?" because spreadsheets are always outdated
• >You love spreadsheets but hate that they're basically fancy calculators for stale data

Not For

• -Teams working with static files or offline data — this only works with cloud apps and databases
• -Solo founders or tiny teams — you're paying for collaboration features you don't need
• -Companies that prefer code-only analytics — the spreadsheet interface adds overhead if you're already comfortable with SQL tools

Pairs With

• *Salesforce (where your actual customer and deal data lives that you're pulling into spreadsheets)
• *Stripe (for revenue metrics that finance teams obsess over in monthly reports)
• *Slack (where your automated dashboard updates get posted so teams stop asking for numbers)
• *Notion (where you embed the live dashboards so they're not just floating in another tool)
• *HubSpot (another common CRM that feeds data into your revenue spreadsheets)
• *Snowflake (if you're storing data in a proper data warehouse that needs spreadsheet-friendly analysis)

The Catch

• !Pricing is "contact us" which usually means it's not cheap for what you're getting
• !You're completely dependent on data connections — if Salesforce hiccups, your dashboard breaks
• !Still requires someone who understands your data structure, even with the visual builder

Bottom Line

Finally, a spreadsheet that updates itself so you stop copy-pasting data from Salesforce every Monday morning.