Conflicting Pipeline Views
Different teams query the same pipeline from different sources - CRM lag, warehouse definitions, cached BI tools. No way to know which number is the source of truth.
3 teams · 3 different numbers
Revenue & OperationsUnified revenue pipeline.
Unified revenue pipeline.
One source of truth.
Stop managing conflicting revenue numbers across your CRM and data warehouse. Quaeris agents query governed pipeline metrics in natural language - giving your entire RevOps team the same answer, every time.
- Works with Snowflake, BigQuery, Redshift, and your data warehouse
- Role-based access enforced at query time
- Zero hallucinated forecast numbers
Pipeline Intelligence Brief
Forecast vs. Quota - Q3 by Territory
Americas94% attainment ▲
EMEA78% attainment ▼
APAC102% attainment ▲
Sources certified: Warehouse · Semantic Layer · Role: RevOps Lead
100%Governed
<2sAnswer time
ZeroConflicts
Core CapabilitiesRevenue Intelligence,
Revenue Intelligence,
Governed at the Source
Quaeris unifies your CRM, warehouse, and planning data into a single audited layer - so every pipeline call, quota model, and territory review runs on numbers your whole org trusts.
Forecast accuracy you can defend in the boardroom
Quaeris applies warehouse-native ML to your live CRM and opportunity data, producing a rolling forecast that updates continuously and shows exactly which signals drove each call.
- Rolling forecast refreshes on every CRM write - no Monday-morning stale numbers
- Confidence bands and stage-weighted probabilities surfaced for each rep and segment
- Audit trail links every forecast figure back to its certified pipeline metric
Quota attainment - every driver, ranked and certified
Stop debating whose spreadsheet is right. Quaeris computes attainment from the governed warehouse and surfaces variance drivers by rep, segment, and product line - ready for your QBR the moment it runs.
- Attainment computed from a single certified metric - no reconciliation between ops and finance
- Variance ranked by contribution so teams fix the highest-impact gaps first
- Drill from territory summary to individual deal in one click, with full lineage
CRM, warehouse, contracts - one governed source of truth
Quaeris joins your Salesforce pipeline, Snowflake revenue warehouse, and contract system into a single semantic layer with row-level access control and automatic refresh - eliminating the shadow spreadsheets that live between systems.
- Zero-copy integration with Snowflake, BigQuery, and Redshift - no data movement required
- Row-level security inherited from source systems so reps see only their book
- Certified metrics defined once, reused everywhere - dashboards, alerts, exports, and AI answers
Territory gaps traced to their root cause, instantly
When a region misses plan, Quaeris traces the gap through segment, rep, product, and deal-stage layers in seconds - giving your RevOps team a governed answer before leadership asks the question.
- Segment and territory variance decomposed to the deal level without manual SQL
- Historical baseline computed from certified metrics so comparisons are always apples-to-apples
- Lineage from territory gap back to source opportunity record - shareable and audit-ready
The RevOps ProblemThree numbers, three teams,
Three numbers, three teams,
zero alignment.
Your revenue team drowns in conflicting pipeline views. CRM says $8M in forecast, the warehouse says $7.2M, and finance says $9.1M. Without a single governed pipeline metric, your team burns cycles reconciling spreadsheets instead of closing deals.
Forecast Accuracy Unknown
Sales pulls forecasts from the CRM, finance from the warehouse, ops from a legacy dashboard. Reconciliation happens in spreadsheets, days before board meetings.
Days of manual reconciliation
Data Team Bottleneck
Every ad-hoc pipeline question escalates to data. RevOps can't self-serve metrics without governance controls, so the request queue grows while forecast deadlines shrink.
Weeks to answer one pipeline question
Governed RevOps AgentsAsk pipeline questions.
Ask pipeline questions.
Get audited answers.
Quaeris connects your CRM and warehouse into a single semantic layer where agents answer revenue questions in natural language - with every metric certified and every answer traceable.
Step 01 - Connect
Connect your CRM and your warehouse
Quaeris joins your pipeline and forecast data with historical warehouse metrics. No batch syncs, no data duplication - agents query the single source of truth. Setup takes hours, not weeks.
See supported integrationsStep 02 - Define
Certify pipeline and quota metrics
Your RevOps team owns the semantic layer: define what "pipeline" means (bookings only? includes opps? which forecast category?), when "quota" is attainment vs. plan, how to calculate year-over-year growth. One definition. Used by every agent. No spreadsheet conflicts.
Learn about the Smart Semantic LayerSemantic Layer - Metric Editor
DefinitionBookings + open opps (forecast cat ≥ Commit)
OwnerRevOps Lead
Versionv2.3 · certified
SourceSnowflake · pipeline_fact
All agents use this definition - no conflicts possible
Step 03 - Query
Ask questions in plain language
Sales ops ask: "What's our total forecast versus quota, by region, for Q3?" The agent queries the governed semantic layer and returns an answer in seconds - with sources cited, metric definitions shown, and lineage traceable back to the source records. No hallucinations.
View a live demoWhat Governed RevOps Agents EnablePipeline questions answered,
Pipeline questions answered,
your way.
Multi-source Pipeline Unification
Your warehouse data merges into one semantic layer. Agents query across all connected sources and answer forecast/pipeline questions with a single number.
Governed Forecast Accuracy
Define forecast accuracy rules in the semantic layer. Agents calculate attainment, track vs. plan, and flag discrepancies - all auditable, all governed, zero ad-hoc.
Revenue Lineage & Traceability
Every pipeline metric, every forecast number flows back to certified definitions. Click any agent answer and trace it: which business rule? which warehouse table?
Role-Based Revenue Access
Define who sees which pipeline: sales sees their regions, finance sees the consolidated forecast, execs see company-wide. Access enforced at agent query time, not dashboard filter.
Revenue Questions RevOps AsksThe questions your agents
The questions your agents
answer daily.
Pipeline Forecast vs. Quota
Compare forecast to quota by territory, rep, and product line. Identify underforecast regions before the deal review and route support proactively.
Bookings Attainment & Run Rate
Query actual bookings, attach to plan by region, and calculate YTD attainment. No spreadsheet pulls - agents answer in real time, showing sources and business rules.
Opp Age & Velocity Analysis
How long do deals sit in each stage? Which stages are bottlenecks? Agents pull aging and velocity from CRM, join with warehouse win/loss history, and surface trends.
Upsell & Cross-Sell Pipeline
Surface expansion opportunities hiding in your existing accounts. Agents query install base and pipeline data together, flagging accounts with high upsell potential by product line and territory.
Pricing & Discount Tracking
Track average selling price, discount rates, and margin by deal segment. Query "what's our average discount for enterprise deals this quarter?" and get a certified answer with lineage in seconds.
Territory & Rep Performance
Compare attainment, pipeline coverage, and activity cadence across reps and territories. Agents combine quota plan, activity data, and deal history - showing who's on track before the end of quarter.
Customer ProofHow revenue teams improved
How revenue teams improved
with Quaeris.
VP of Revenue Operations, SaaS vendor (illustrative)
Connected Snowflake warehouse and HubSpot pipeline to one semantic layer. Certified 18 core revenue metrics and trained the RevOps team on natural-language queries - eliminating the weekly reconciliation spreadsheet.
100%Source-of-truth adoption
23%Forecast accuracy lift
14hHours/week reclaimed
Director of Sales Operations, enterprise software (illustrative)
Deployed the semantic layer across 3 warehouse sources, certified 40 metrics, and rolled out role-based access for 6 territory teams. Ad-hoc data requests to engineering dropped within the first quarter.
68%Ad-hoc requests reduced
1,200+Self-serve queries/mo
2 FTEReallocated to analysis
Head of RevOps, fintech company (illustrative)
Governed pipeline data under compliance requirements, deploying row-level access for 4 regional teams and full audit logs for every forecast query - enabling quarterly board reporting without manual data pulls.
3 wkTime to first live query
100%Audit-log coverage
0Compliance exceptions
Why QuaerisBuilt for RevOps.
Built for RevOps.
Not bolted on.
| Capability | Traditional BI | Search-based BI | Quaeris |
|---|---|---|---|
| Query CRM + Warehouse together | Requires manual data sync | Requires additional modeling | Native, live join |
| Governed semantic layer | Manual modeling, weeks to deploy | Search-token architecture; fixed schema | Auto-learns, auditable |
| Natural-language pipeline questions | No | Search-first; limited multi-step reasoning | Full agent reasoning, multi-step |
| Forecast accuracy rules | Excel formulas | Pre-built only | Customizable, certified per org |
| Role-based access at query time | Dashboard-level only | Platform role-based | Enforced at query execution |
| Audit trail for compliance | Limited | Limited | Full prompt + agent step logs |
| BYOM (bring your own model) | No | No | OpenAI, Anthropic, Google, Meta |
Quaeris doesn't replace your warehouse - it unifies it with your pipeline data. Agents query a governed semantic layer where every metric is certified, every answer is auditable, and every number traces back to a source record. That's why RevOps teams get answers in seconds, not days.
Governed by DesignEvery pipeline metric
Every pipeline metric
is auditable.
In regulated industries and large enterprises, revenue reporting carries compliance weight. Quaeris traces every forecast number - which metric definition was used, which source record drove the answer, which business rule applied, and who ran the query. That's real governance.
Certified Metric Definitions
Your RevOps team certifies what "pipeline" and "forecast" mean. Agents never generate alternative definitions - they query only the certified ones. Consistency guaranteed, compliance-ready.
Full Query Lineage
Trace any forecast number: metric definition → warehouse query → agent reasoning step → final answer. Auditors see the chain. Finance can verify the math.
Prompt & Agent Audit Logs
Every question asked, every agent step taken, every metric queried is logged. Who asked what, when, from which source record. Compliance reporting is built in.
Governed Revenue Query - Live Session
Last question answered
Forecast vs. quota, Q3
↑ Cites 5 certified metrics
GovernedAvg. answer time
<2s
vs. days of manual reconciliation
vs. manualMetrics certified
40+
↑ 8 added this quarter
All versionedAccess enforcement
By territory role
All queries logged
Query-timeCommon Questions
Answers for RevOps leaders.
If your question isn't here, book a demo - we'll walk through your warehouse setup and show you a live governed pipeline query.
No. Quaeris agents don't generate forecast numbers - they retrieve certified ones from your semantic layer. If a question can't be answered from your governance policies, the agent says so. No hallucinations, no guesses. Every forecast is traceable to a certified metric definition and a source record.
Ready to unify your revenue metrics?Stop managing conflicting numbers.
Stop managing conflicting numbers.
Start using one source of truth.
Book a 30-minute demo. We'll connect to your data warehouse, show you a live governed forecast query, and answer your governance questions.