Dashboard

GTM analytics everyone can use.

Pre-built views of every account, campaign, and channel, readable by the whole team without SQL. Every number traces back to the same record the rest of the platform runs on.

Analytics without the analyst.

Getting answers out of GTM data has usually meant going through a specialist: the person who writes the SQL, builds the report, or drives the AI. That puts a gap between the team and its own numbers.

The Upside dashboard closes the gap. Anyone on the team can use it without that specialist, and it doubles as the audit console for everything else Upside does: the reference implementation that renders your GTM data in a known-good, traceable format, so an answer from an AI analysis can be checked against it before the team acts on it.

See everything that happened on an account.

Upside’s Account Explorer and Person Explorer assemble every touchpoint, deal, buying-group member, and AI-detected milestone into one view, drawn from the full record instead of CRM logs alone.

Account Explorer. One pane for everything Upside knows about a company: a cross-team log of every email, meeting, call, web visit, and CRM action, including the touches that carry no attribution credit.

Account Explorer

emailMar 14
callMar 18
meetingMar 21
web visitMar 22

Person Explorer. The same complete history for an individual contact: associated accounts, opportunity roles, and every detected touchpoint, whether or not a rep remembered to log it.

Marcus Chen

3 accounts · 5 opps · 28 touchpoints

Person Explorer

The minimap. A visual timeline alongside the table: touchpoints classified by bid versus engagement, opportunity bars, and an engagement-velocity line that shows where momentum built or faded.

Account minimap

Built for pre-call prep. A rep pulls up the full account or contact history in seconds, instead of scrambling through CRM notes, call recordings, and email threads before a discovery or renewal call.

Pre-call prep

412 touchpoints · last active 3d ago · 2 open opps

Milestone analyses, in context. AI-detected milestones flag what activated or progressed each deal, cited to the touchpoints behind it, right on the timeline. They also roll up as a metric: count every opportunity where a campaign or channel was a milestone driver, and aggregate it in a report card or list view.

Milestone analysis

Webinar attendance activated the deal

Build the report you need, no SQL required.

Filterable, sortable grids across every entity: accounts, people, salespeople, campaigns, channels, webpages, and opportunities. Slice by relation and metric filters, add formula columns, save and share the view.

Accounts · saved view

Run analyses (3)
open oppsengagements > 5+ formula column
AccountOpen oppEng.Infl.Heat ƒ
Pied Piper$673K41248.4
Meridian Energy$931K31837.1
Crestview Resources$75K9613.2

app.upside.tech/s/8fk2

Relation and metric filters. “Accounts associated with open opps.” “Campaigns that influenced pipeline this quarter.” Multi-condition views that would otherwise need a custom report or a warehouse query, built point-and-click.

Formula columns. Define derived fields right in the grid with spreadsheet-style expressions, so standard calculated metrics don’t require an external BI layer.

Saved and shareable. Every filtered view gets a stable share link, so it becomes a durable reference you can bookmark or drop into Slack, not a one-off query that breaks when you reload.

From list to analysis. Export any set to CSV, or select opportunities and trigger AI analyses on them in bulk, straight from the list.

Did this campaign (or channel, or web page) actually matter?

Per-entity report cards for campaigns, channels, custom channels, web pages, and salespeople tie upstream activity to pipeline outcomes.

Report card · “Q3 Webinar Series”

$673K

influenced pipeline

▲ 42% vs. peer avg

9

sourced opps

▲ 3 vs. peer avg

112

people engaged

▼ 18% vs. peer avg

14

accounts activated

▲ 27% vs. peer avg

Outcomes, not just activity. Influenced pipeline, sourced opportunities, accounts activated, people engaged, computed for every campaign, channel, page, and rep, instead of stopping at opens and clicks.

Benchmark Comparison. Place any metric side-by-side with comparable peers. A campaign that outperformed three similar campaigns reads very differently from one judged in isolation.

Drill down to the deals. Every report card opens into the underlying account and opportunity lists, so a number is a starting point for the next question, not a dead end.

Meaningful metrics on day one.

Over 20 pre-calculated GTM metrics ship ready to use, with one canonical definition applied across every explorer, list, and report card. No modeling project before the first number appears.

Standing metric library

opportunities_influencedsourced_opportunitiesprogressed_opportunitiesaccounts_activatedaccounts_reactivatedaccounts_engagedpeople_engagedtotal_engagementsopportunities_influenced_won+12 more

Standard measures, already built. BI tools make you define every metric before a dashboard ships, often weeks of work before a single number is visible. Upside inverts that: standard GTM measures are live immediately, and custom formula columns handle the edge cases.

One definition, everywhere. “Opportunities influenced” means the same thing in a campaign report card, a channel explorer, and a list filter, so two teams asking the same question get the same number.

Auditable by design. Every figure has a traceable definition rather than a formula living in someone’s spreadsheet, which is what makes it defensible when finance drills in.

100s of hours savedon onboarding and reporting. Dscout was live and pulling reports in under a day.Kate Johnson, CMO, Dscout  ·  Read the Dscout story →

Your channel taxonomy, your rules.

A rules engine that classifies touchpoints into the channel buckets your team actually uses, across LinkedIn, Google Ads, Meta, Reddit, email, and every connected source, in real time.

Channel rules

IF utm_source = linkedin

AND utm_medium = paid

LinkedIn Paid Social

IF utm_source = linkedin

AND medium = organic

LinkedIn Organic

IF referrer ~ “webinar”

AND has spend

Field & Webinars

Channels that match how you work. Build named buckets from UTM parameters, engagement signals, and spend data, then split or combine them however your programs are actually organized.

Real-time, not reprocessed. Rule changes apply instantly, with no multi-day recalculation lag and no stale classifications sitting around while a job runs.

Bring your channel rules with you. Import your Marketo Measure (Bizible) channel definitions as they are. The same rules run on Upside’s cleaned, fuller data, so they now catch the touchpoints the old setup missed.

Every channel gets a report card. Each custom channel and sub-channel comes with the same full set of Upside metrics as the system-defined channels, so a custom grouping is a first-class view, not a second-class one.

The audit console behind every answer.

The dashboard shows every figure in a known-good, human-readable format, traceable to its source. When an AI analysis or agent hands your team a number, this is where they confirm it’s right before anyone acts on it.

Agent

“The Q3 webinar influenced $673K across 9 opportunities.”

Dashboard · the record

The same $673K, broken into 9 opportunities — click any to its source.

A check on the AI. When Deep Research or an agent returns a finding, the dashboard shows the underlying record it was built from, in a format your team already reads. Trust it, or catch it, before it drives a decision.

Provenance on every metric. Drill from a campaign’s influenced pipeline down to the specific opportunities and touchpoints behind it. The supporting evidence is one click away, not buried in a report someone built two quarters ago.

One consistent definition. Preset metrics are computed the same way on every surface, so the number an agent quotes and the number on the report card are the same number.

The cross-team record, auditable. The activity log in Account Explorer shows every team’s touch on an account, so it’s the record itself that’s auditable, not just a summary of it.

Syndio
Self-serve campaign performance numbers without MOPS tickets.
Amy Wellersdick — Director of Marketing Ops, SyndioData bottlenecks eliminated  ·  1 GTM function strategically restructured
Read the Syndio story

A window onto the shared record for everyone on the team.

Every dashboard surface reads from the one reconstructed record the rest of Upside runs on, so its views stay consistent with each other and the deeper analyses have somewhere to land.

Runs on
Data Foundation

The unified, healed touchpoint record and buying-group detection every dashboard surface reads from.

Surfaces results from
Pipedash & Deep Research

Pipedash attribution and AI milestone analyses appear right inside account and campaign views; trigger them in bulk from any list.

Extend & query via
MCP & Mini-Apps

Query the same data from Claude or Cursor, or ship a custom view to the team as a Mini-App.

Equipping the whole revenue team with self-serve GTM analytics? See the use case: GTM analytics for the whole team →

Frequently asked questions

How is this different from the BI tool and CRM reports we already have?

Those tools report on whatever the CRM logged, and each one models its metrics separately, which is how you end up with three numbers for the same question. The dashboard reads from one healed record of what actually happened, including touchpoints the CRM never captured, and every surface computes from the same metric definitions. The difference shows up the first time two teams pull the same number and it matches.

Do we need to know SQL, or have a data team, to use it?

No. Relation and metric filters, formula columns, and saved views give a point-and-click path to the kind of multi-condition analysis that usually requires a custom report or a warehouse query. Standard GTM metrics are pre-built and live on day one; a data team is not a prerequisite for getting answers.

Who can access it, and how many seats do we get?

There are no seat limits and no per-user license math: everyone in your organization can log in and explore the same data. That is deliberate, because a source of truth only works if the whole team can actually see it.

Will these numbers hold up when finance checks them?

Yes. Every metric drills down to the specific opportunities and touchpoints behind it, every preset metric has one traceable definition used everywhere, and the cross-team activity log shows provenance back to the source system. The number and its evidence are the same click apart.

Does it replace our existing dashboards and BI tool?

For GTM analytics, it replaces the patchwork of CRM reports and hand-built dashboards that produce inconsistent numbers. For genuinely custom modeling, List Views export to CSV and the same data is queryable via MCP, so the dashboard can be the consistent source layer underneath whatever else you run.

See your own pipeline in one place.

Bring one of your own accounts and watch it come together in a single view. Or click through the live tour first.

Take the interactive tour