Marketing ROI & Sales Pipeline Analytics Tool

Financial dashboard showing total spend of $107,300, total revenue $1.2M, total leads 3,728, and average ROAS 11.1x, with charts for weekly ROAS trend, leads by channel, cost breakdown, and channel performance highlighting email.

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Your Full Funnel, Finally Clear.

Stop wrestling with spreadsheets. Veltrix turns your messy reports into clear dashboards. Just ask questions to instantly understand your sales, forecasts, and ad performance.

Try it Free

100% free. No credit card required.

Integrations

Connect Your Sales & Marketing Tools

Veltrix is built to work with the data you already use. Start today with any PDF report, and get ready for direct connections to the tools you use most.

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Coming soon

HubSpot

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Saleforce

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Google Ads

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Pipedrive

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Mailchimp

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Maximize ROI

Pinpoint Your Most Profitable Ad Campaign

Export reports from your ad platforms and CRM. Ask Veltrix to connect them and see which campaigns bring in the most profitable customers. Spend your budget where it actually makes money.

Pipeline Health

Optimize Your Sales Pipeline & Forecasts

Save your Salesforce or HubSpot pipeline report. Ask Veltrix to show you exactly where deals get stuck. Instantly identify where your team needs coaching to close revenue faster.

Lead Attribution

Uncover Your True Lead Source ROI

Stop guessing. See which channels bring in leads that actually buy, not just people who click.

Revenue Protection

Identify At-Risk Deals to Save Your Quarter

Don't be blindsided by deals slipping. Ask Veltrix, "Show me all deals over $50k that haven't had any activity in 14 days." Instantly get a list to focus your team's efforts where it matters most and rescue your forecast.

Content Impact

Prove the Value of Your Content

See if your content makes money. Find out which blog posts or case studies help close your biggest deals.

How It Works

Get Answers from Your Data in 3 Steps

Use the reports you already have. No coding, no complicated setup. Try it free.

Launch Interactive Demo

Platform Capabilities

Everything you need to answer tough questions.

Powerful, self-serve revenue and growth analytics to help you close more deals.

Interactive upload interface with search bar, Ask Veltrix button, and drag-and-drop area for DOCX, PDF, CSV, XLS, and XLXS files up to 20MB.

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Dashboard interface titled 'My Business at a Glance' showing sections for selecting and adding business metrics with options like Gross Profit Margin and Burn Rate, and a 'Continue' button.

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Financial dashboard displaying startup metrics including monthly recurring revenue $132,000, net profit $24,805, burn rate $49,000, runway 16 months, cash inflow $4,531,000, revenue growth chart, customer LTV of 6 months, sales breakdown with $110k+ total sales and 14% growth, and quarterly cash flow with total profit $529k.

Don't take our word for it. See it in action.

This isn't a video. Experience the "Aha!" moment yourself with a real, interactive and free version of Veltrix.

Launch Interactive Demo

Financial dashboard showing total spend $107,300, total revenue $1.2 million, total leads 3,728, weekly ROAS trending upwards, cost breakdown with revenue $1,189,300 and net profit $1,082,000, and channel performance highlighting email as best channel.

Business dashboard showing key financial metrics and trends including revenue, cash flow, cost breakdown, and net profit by source with charts and graphs.

Ready to Stop Guessing About Your Revenue?

Stop wasting hours on manual spreadsheets. Focus on the strategy you were hired for. Get clear answers from your sales and marketing data in 5 minutes.

Try it Free

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FAQs

Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please chat to our friendly team.

How is this different from HubSpot or Salesforce's built-in reporting?

While CRM reports show part of the picture, Veltrix combines reports from all your tools - ads, analytics, and finance. You get the full picture of how you make money, from the first click to the final sale.

Can it handle complex, multi-page PDF reports?

Yes. Veltrix is designed to read and understand table-based data, even if it spans multiple pages. Our AI stitches the data together automatically so you can analyze the full report as one cohesive dataset.

What if my report format or columns change next month?

No problem. Veltrix's AI is flexible. It reads the headers and structure of each new report you upload, so it can adapt to changes in your exports without needing to be reconfigured.

Is this for technical users or can my whole team use it?

Veltrix is built for everyone. If you can ask a question in plain English and upload a file, you have all the technical skills you need. It's designed to empower marketing and sales teams to get their own answers, fast.

Can this help my individual account executives?

Absolutely. Reps can upload their own pipeline reports to quickly visualize their territory, identify their best opportunities, and see where deals are getting stuck - all without having to build complex reports in your CRM. It's like giving every rep a personal data analyst.

What happens when you launch direct integrations?

As a Veltrix user, you'll be the first to know. Our goal is to make your data analysis even faster, and you'll have the option to connect your accounts directly as soon as those integrations become available.