Attio

Track how your company records break down by status — see where your pipeline is growing and which segments need attention.

Visualise your deal pipeline grouped by status to understand deal flow and identify bottlenecks.

See total deal value split across pipeline stages — understand where your revenue potential sits.

Track your contacts by role and associated company to understand relationship depth across accounts.

Monitor company, people, and deal creation trends over time to spot growth patterns and slowdowns.

Keep tabs on CRM activity volume to ensure your team stays on top of outreach and follow-ups.

Authorise read-only OAuth access to your Attio workspace. No API keys to manage.

Choose from pre-built CRM metrics. Each becomes its own pulse source with independent scheduling.

Set a schedule and destination. Charts arrive with AI summaries highlighting trends and changes.

Send deal pipeline and company status charts to your sales Slack channel every Monday morning — no more scrambling to pull reports before standup.

Deliver deal value breakdowns and growth trend charts to leadership via email every Friday — keep stakeholders informed without manual slide decks.

Track people and company creation trends to ensure your CRM is being used consistently and pipeline coverage is growing.

Activity volume charts to sales managers — identify coaching opportunities and ensure follow-up cadence stays on track.