RevOps and Business Operations
Business reviews that refresh themselves
Build each weekly and monthly review once and refresh it on schedule, so every department starts the meeting from the same numbers.
Trusted by the world's best organizations
Reviews get rebuilt right up to the meeting
Weekly and monthly reviews pull from several teams and tools. Someone refreshes the screenshots by hand before every meeting, and each region's version drifts a little further.
Refreshed at the last minute
The numbers keep moving until the meeting starts, so the deck does too.
Inputs chased across teams
Pipeline, finance and operations numbers sit in different tools and different hands.
Every region's deck drifts
Each version adds its own metrics and cuts, until the reviews stop matching.
Every report you run, built once and refreshed from the source
Weekly and monthly reviews, scorecards and KPI reports connect to your BI tools and warehouse and refresh in your template on schedule.
Build each review once and refresh it on schedule.
Each department's monthly review comes from one template split by function, so finance, ops and sales present the same totals.
Track every team against the same definitions.
Keep recurring metric reports current without a rebuild.
Refresh the numbers before every forecast call.
Dallas cleared 1,400 backlogged orders this week, putting the network 3% ahead of its weekly order target.
How Tripadvisor does it
“We mapped our Tableau data to slides once with Rollstack. Now every executive report updates itself. It’s the part of our data stack we didn’t know was missing.”
- growth in syncs from its pilot quarter
- 2,200x
- teams running their reporting through Rollstack
- 5+
Questions
Can the review show targets from a spreadsheet?
Yes. Targets from Excel or Google Sheets sit on the same slide as actuals from Tableau or Snowflake, and both refresh together.
Can each region or site get its own version?
Yes. Dynamic Reports splits one template by region, site or function, and each version fills with its own numbers. A KPI added to the master shows up in every region's version.
Who writes the summary of what changed?
Rollstack AI drafts it from that week's data and the instructions you give it, and your team edits it before the review. The numbers themselves come from your sources.
Can the review go out by email?
Yes. Schedule it daily, weekly, monthly or quarterly, and Rollstack refreshes the data and sends the finished deck by email or to a shared drive.
How long does the first review take to set up?
It depends on how many sources the review draws on. CarGurus was up and running in two weeks, and The Orchard's internal pilot delivered value within six.
Does it work for pipeline reviews?
Yes. Today pipeline reviews run from the Tableau, Looker or Snowflake views that already read your CRM. A direct Salesforce connection is on our roadmap.
Connects to the tools you already use
All integrationsBuilt for how your industry reports
Financial services
Give boards and committees the same traceable number in every audit report, risk report and committee pack, with governed templates and access controls built for a regulated industry.
Rollstack for Financial services