§ Platform

The control pane for revenue.

Clearpane is built like a modern observability platform — ingest, correlate, explain — tuned for the entities, events, and economics of how revenue actually moves through a company.

Live
layer 03 · intelligence
AnomalyP2
EMEA pipeline velocity ↓ 18%
Forecast
Q3 commit · 87% confidence
Agent action
Notify CRO · await approval
HITL ready
layer 02 · correlation
Account · Northwind LogisticsSalesforce → Snowflake → Planning
ACCOUNT
Opportunity
Invoice
Usage
Forecast
layer 01 · ingestion
SF
HS
ST
SN
BQ
AN
GS
/sources HubSpot syncing
HubSpot
live · OAuth
CSV upload
live · drag-drop
Salesforce
in development
Stripe
in development
Snowflake
in development
BigQuery
on roadmap
last syncHubSpot · 1,284 deals · 12s ago
Layer 01 · Ingestion

Connect HubSpot today. More sources rolling out.

One-click OAuth into HubSpot is live now. Salesforce, Stripe, and Snowflake are next on the roadmap. CSV upload handles everything else so you can start operating on real numbers the day you sign up.

  • HubSpot OAuth · live · CRM funnel, deals, owners
  • Salesforce, Stripe, Snowflake · in active development
  • CSV upload for anything not yet connected
/entity/account/nwl-04213 systems · 1 timeline
Account · Northwind LogisticsSalesforce → Snowflake → Planning
ACCOUNT
Opportunity
Invoice
Usage
Forecast
14:02Opportunity stage moved · Discovery → ProposalSF
14:03Forecast model recomputed · +$48k commitAN
14:04Usage spike · seat activation +12SN
Layer 02 · Correlation

One timeline per account. Across every system.

A unified entity graph stitches CRM, billing, planning, and product into a single timeline. Identity is resolved across systems. Lineage is preserved end-to-end so every metric is auditable back to the row it came from.

  • Unified entity graph across CRM, billing, warehouse, planning
  • Cross-system identity resolution and de-duplication
  • End-to-end lineage so every number is auditable
/anomalies/2026-q4-acme-slipresolved · 8h
  1. Detected
    08:00
    deal_slip_watcher
    ACME Corp slipped 14d (Q4 commit) · $420K at risk
  2. Routed to Slack
    08:01
    #revops-alerts
    Posted with deal link, owner, and recommended next step
  3. Assigned
    09:14
    @marcus
    Status: acknowledged · root cause note added
  4. Resolved
    16:42
    exec-to-exec intro booked
    Resolution note: champion remapped to VP Eng. Closed by @marcus.
audit log7 events · detector → Slack → assign → resolve
Layer 03 · Intelligence

Detect, explain, and resolve — with a full audit trail.

The detector flags pipeline outliers, the agents route findings into Slack on the schedule you pick, and triage gives every incident an owner, a status, and a resolution note. No black box, no auto-writes you didn't approve.

  • Anomaly detector you can run on demand or on a schedule
  • Triage queue with severity, status, assignee, notes, and mute rules
  • Four agent templates — forecast tracker, deal slip watcher, coverage, stale stage
§ 04 · Operate

The surfaces your team works in.

Architecture is the foundation. These are the four surfaces people actually open every day — the ones that turn a detected anomaly into a resolved one.

Anomaly triage

An incident queue, not a notifications channel.

Every detected anomaly gets severity, status, an assignee, and a resolution note. Mute rules silence the ones you don't care about. Bulk-resolve when a wave clears.

Open / acknowledged / resolvedAssignees + commentsMute rulesAudit log
Agents

Four scanners on the schedule you pick.

Forecast tracker, deal slip watcher, pipeline coverage, and stale stage. Run manually, hourly, daily, or weekly. Findings post to Slack and email with the deal link and the recommended next step.

Manual · hourly · daily · weeklySlack + email deliveryPause / resume per agent
Ask

Natural-language access to the same data.

Ask in plain English; the model uses tool calls to query deals, anomalies, and dashboards, then answers with the evidence. Conversations are saved, so the trail is reviewable.

Streaming responsesTool-call transparencySaved conversations
Custom dashboards

Build the view your team actually opens.

Stand up a dashboard for the QBR, the weekly forecast call, or a single segment. Reuse the KPIs and charts you already trust from the Control Pane.

Per-workspace dashboardsReusable widgetsShareable links
Why Clearpane

Not another dashboard.

The category is observability for revenue. Here’s how that’s different from the things you’ve already tried.

Comparison 01vs. BI dashboards

Dashboards show numbers. Triage resolves incidents.

BI gives you a chart and a Slack channel. Clearpane gives you a queue with owners, statuses, root-cause notes, and resolution — the same loop you already run for product incidents.

Comparison 02vs. Generic alerting

Scheduled agents, not email firehoses.

Four templates tuned to revenue — forecast tracker, deal slip watcher, pipeline coverage, stale stage — running on your schedule, posting to #revops-alerts with the deal link and a next step.

Comparison 03vs. RevOps point tools

One control pane. No more swivel-chair.

Coverage math, anomaly triage, scheduled agents, natural-language Ask, and custom dashboards — on top of the same data. No more swivel-chair between four tabs to figure out why the number moved.

Demo workspace live

See it move with real data.

Walk through the same control pane our design partners use — or talk to the founder about what you’d wire up first.