For executives who know they need to leverage AI — but don't know where to start.

Is your data a disaster? We'll make sense of it anyway.

AI only works when your data is clean, connected, and understood — but traditional data infrastructure can take months of engineering effort.
Synopsis compresses the hardest parts of the infrastructure, so whether you have a data team or not, you unlock value faster.

Synopsis gives you that infrastructure automatically with no data team required. Your own AI is alive and generating actionable insights in days.

Analytics Overview

Last 30 days

Total Revenue $284.5k +12.5%

Active Users 24,521 +8.2%

Churn Rate 2.4% +0.3%

NPS Score 72 +5

Revenue Trend

By Segment

Ent

Mid

SMB

Pro

Sources

6 sources

Key Metrics

Conversion 4.2%

Engagement 78%

Retention 92%

What's our Q3 churn by segment?

Here's your Q3 churn breakdown by segment:

Enterprise 2.3%

Mid-Market 4.7%

SMB 8.9%

SMB churn is up 12% from Q2. Primary driver: pricing sensitivity in accounts under $5k ARR.

One Platform.
One Team.
One Contract.

Synopsis is data infrastructure without the headache.
You license from us….We make your mess go away.

Instead of warehouses, pipelines, data transformations, reverse transformations, entity resolutions, SQL queries and a dozen other terms nobody wants to think about...

You get a fully managed, AI-capable data layer. It connects every system. Cleans and unifies data automatically. Resolves duplicate records. Models your entire business—revenue, operations, customers everything. Feeds every AI agent, dashboard, and workflow you use.

Everything you’d expect from a modern data stack, without building one.

95% Faster insights

0 new hires

Days to deliver, Not months

How it actually works

Three layers. Zero complexity for you. We know, it sounds fake.

01 — Connect everything

Your systems aren't on speaking terms.
That's our problem now.

Salesforce. HubSpot. That legacy ERP nobody wants to touch. The spreadsheet your CFO swears is "temporary." We connect to all of it.

Our integration layer builds connectors to any application in minutes—not weeks. No engineering work on your end. No "implementation partner" required.

Pre-built connectors for 200+ enterprise applications
Custom connectors built in minutes, not months
Real-time sync. Your data is always current.
Even connect your board meeting spreadsheet, or that system IT forgot existed

02 — Make sense of it

Data engineering is boring.
You shouldn't have to care.

The hardest parts of data infrastructure — ingesting, cleaning, modeling, resolving entities, applying business logic — often take months of attention before teams can deliver value.

Synopsis automates and standardizes these tasks so your team can spend more time on impact — not plumbing. With adaptive infrastructure that remodels itself efficiently, you get the agility and resiliency modern businesses need.

Automatic data modeling—no manual schema design required
Entity resolution that actually works (Michael in your ERP and Mike in your CRM are the same person)
Business logic that adapts as your data changes
No maintenance. No "data engineering backlog."

03 — Actually use it

Ask a question.
Get an answer.

This is the part that matters. Once your data is connected and normalized, you can actually use it. Ask questions in plain English. Build dashboards in minutes. Create reports. Export your findings to wherever you need them.

No SQL. No formulas. No waiting for someone to add it to the sprint. Just ask what you want to know and find the answers fast.

Natural language queries—"What was Q3 revenue by region?"
Live dashboards that update automatically
AI-generated insights and anomaly detection
Export to Exel & Sheets, Tableau, PowerBI—wherever you work, no fuss
Your whole team can use it. No training required.

23.5%

0 %

8.1%

North America

$1.2M

Europe

$890K

Asia Pacific

$520K

$ 0 K

12.3%

0 %

That's it. Connect. Normalize. Query. "Data projects" are a thing of the past.

Questions you've been waiting months to answer

Real questions. Real insights. Pick your role and see what the conversation looks like.

Revenue Target Analysis

CEO · Strategic Planning

Are we on track to hit our annual revenue target?

Based on current run rate and Q4 pipeline, here's where you stand against your $54M annual target:

Annual Revenue Tracker

Dashboard

$47.2M

YTD Revenue

87%

To Target

$51-53M

Projected Close

Enterprise

$22.4M

+12%

Mid-Market

$16.0M

+3%

SMB

$8.8M

-8%

Enterprise is carrying the load. SMB acquisition costs have increased 34% while conversion rates dropped. Consider reallocating SMB marketing spend to enterprise expansion.

Unit Economics by Product

CEO · Product Strategy

Which product line has the best unit economics right now?

Platform Pro is your strongest performer. But the Starter tier has a problem:

LTV/CAC by Product Line

Analysis

Product	LTV	CAC	Ratio	Status
Platform Pro	$84,200	$12,400	6.8:1	✓ Healthy
Team	$32,100	$8,900	3.6:1	→ Acceptable
Starter	$8,400	$6,200	1.4:1	⚠ Concern

Starter tier customers cost almost as much to acquire as they're worth. 67% churn before month 6. Consider raising prices or implementing a stricter qualification process for free trial conversions.

Customer Acquisition Cost

CFO · Marketing Efficiency

What's our actual CAC by channel, fully loaded?

Your blended CAC is up 12% quarter-over-quarter. Here's the channel breakdown:

Fully-Loaded CAC Analysis

Financial Report

$847

Blended CAC

+12%

QoQ Change

$234

Best Channel

Channel	CAC	QoQ
Organic/Referral	$234	-8%
Content Marketing	$612	+4%
Paid Social	$1,847	+41%

Reallocating 30% of paid social budget to referral incentives would reduce blended CAC by ~$180 based on current conversion rates.

Cash Runway Projection

CFO · Treasury

What does our cash runway actually look like?

At current burn, you have 18.4 months of runway. But there's $1.2M in receivables that could extend that:

Cash Runway Scenarios

Projection

$12.8M

Cash Balance

$694K

Monthly Burn

18.4 mo

Runway

Two enterprise accounts represent $780K of your overdue receivables. Collecting overdue AR would add 1.7 months to runway.

Pipeline Reality Check

CRO · Forecasting

Is our Q4 pipeline actually going to close?

Honest answer: about 62% of it is real. Here's what the engagement data shows:

Q4 Pipeline Quality Analysis

Forecast

$8.4M

Total Pipeline

62%

Likely Real

$5.2M

Expected Close

Commit

$4.1M

Best Case

$2.5M

Gone Dark

$1.8M

$3.2M hasn't had executive contact in 30+ days. 12 "gone dark" deals worth $1.8M—historically 23% close when re-engaged by a different rep.

Rep Performance

CRO · Team Management

Which reps are actually going to hit quota?

6 of 14 reps are on track. But I found a pattern in your top performer worth scaling:

Rep Quota Attainment

Team Analysis

Rep	Attainment	Status
Sarah Chen	142%	● Crushing
Marcus Webb	118%	● On Track
4 Reps	<50%	● At Risk

Sarah Chen's deals have 40% more stakeholder contacts logged. Her win rate is 2.1x team average. Consider having her run an enablement session.

Team Capacity Analysis

COO · Resource Planning

Which teams are over capacity right now?

Customer Success is drowning at 147% capacity. But I found some rebalancing opportunities:

Team Utilization Dashboard

Operations

Customer Success

147%

Engineering

112%

Product

94%

Sales Ops

67%

CS ticket response time is up 89% this month. Sales Ops at 67% could absorb CS admin work—moving account admin tasks would reduce CS load by ~20%.

Customer Complaint Spike

COO · Quality Assurance

What's causing the spike in customer complaints?

Found it. 73% of complaints trace back to the export feature released October 15:

Complaint Root Cause Analysis

Incident Report

+156%

Complaint Spike

73%

Export Related

Oct 15

Release Date

34 enterprise accounts have filed export-related tickets. These accounts represent $2.8M ARR. Recommend hotfix prioritization.

See it work on your data

Not a canned talk track. Not a slide deck. Your actual data, answering your actual questions.

Connect a system

Give us access to one or more of your systems. Salesforce, HubSpot, your database—whatever you want to query. Takes about 5 minutes.

Ask anything

Use the platform to query your data however you want. Ask the questions you've been waiting months to answer. See what comes back.

Take it or leave it

If it works, we talk next steps. If it doesn't, no hard feelings. We'd rather you find out now than after a six-month contract.

No sales theater. Just your data.

Most demos take 30 minutes. Most people have answers they've never gotten before.

Request Demo

Is your data a disaster? We'll make sense of it anyway.

Analytics Overview

One Platform.One Team.One Contract.

How it actually works

Your systems aren't on speaking terms.That's our problem now.

Data engineering is boring.You shouldn't have to care.

Ask a question.Get an answer.