Technology and software
Customer reporting that keeps up with your book
Run QBRs, business reviews and revenue and pipeline forecasting from one platform, across every customer, segment and team.
Trusted by the world's best organizations
Exec reviews and customer QBRs start as screenshots of BI
Leadership reviews and customer decks are built by copying charts out of BI into slides. The data team ends up doing deck work, and QBRs reach only the biggest accounts.
Data teams doing deck work
Engineers and analysts rebuild the same reviews every cycle.
QBRs for the top tier only
A deep review takes too long to give every customer one.
Several tools in every deck
BI, CRM and billing numbers are stitched together by hand.
Every report you run, built once and refreshed from the source
Customer QBRs, forecasts, usage reports and board updates run from your BI tools and warehouse, with one template for every customer, segment and team.
Send a tailored deck to every account.
Update forecast decks as the numbers move.
Each account team sees adoption by product and feature every week, drawn from your product analytics in Looker or Snowflake.
Keep board and investor decks current.
Account leaders get renewals due and at-risk accounts each week, and Rollstack AI notes which usage changes put them there.
How Rinsed does it
“Previously, a deep-dive QBR was a luxury resource we could only afford for our top-tier enterprise accounts. Rollstack changed the math. We’ve gone from struggling to find bandwidth to having a scalable, repeatable process that provides the same strategic attention and data quality for every QBR we deliver.”
- managed account coverage
- 100%
- manual data-entry errors
- 0
Across technology and software
B2B SaaS
QBRs for every customer, renewal reviews and business reviews built from product and billing data.
Data, security and infrastructure software
Board decks and weekly business reviews built on Tableau and Snowflake, refreshed before every meeting.
Payments and fintech platforms
Client reviews on volume, approval rates and adoption for every merchant or partner on the platform.
Consumer internet
Weekly and monthly business reviews for teams across a large company that runs on Tableau and Looker.
Questions
Does it work with Looker, Omni and Lightdash?
Yes. Rollstack connects directly to Looker, Omni, Lightdash, Metabase, Tableau, Power BI and Snowflake. One deck can combine several of them.
What happens when a customer needs a custom slide?
Add it to that customer's version, or keep separate master templates for different audiences. Rinsed runs templates for everyone from a customer's CFO to its site operators.
Can we add a metric a customer asked for without rebuilding every deck?
Yes. Add the metric to the master template once and every customer's deck picks it up. That's how Rinsed handles requests like churn by text subscriber.
How is Rollstack priced?
Plans are billed yearly and sized by syncs, with unlimited users. A sync is one chart, table or AI insight refreshed from its source.
Will it pass our customers' security reviews?
Rollstack is SOC 2 Type II audited and HIPAA and GDPR compliant, with SSO. Request the SOC 2 report from our trust center for your customers' reviewers.
Connects to the tools you already use
All integrationsBuilt for every team that reports
Finance and FP&A
Turn governed financial data into board packs, committee decks and finance packages that refresh each cycle, with every number traceable to its source.
Rollstack for Finance