FOR SALES TEAMS
Forecasting gets better when it's built on data
Built on your attribution models, metric definitions, and the context behind every number
Build a forecast that keeps pace with your business
Know where you’re headed and what will get you there
Model your pipeline with historical conversion rates and sales cycle timing. Test assumptions and see where to focus as your business changes.
"We built a "swiss army knife" for investigating ticket sales data in Hex, freeing their data team to dynamically identify sales drivers and empowering business analysts to explore data independently.”
StubHub at StubHub
Get to the why behind your numbers
Follow your next question to an answer
Ask the Hex Agent what changed in your pipeline and what’s driving it. Explore deals, segments, and rep performance without another data request.
"Hex’s agent helped me build reporting to know exactly where to plug in for my team. A rep can look on track on the surface, but Hex shows me the full picture — win rates, deal velocity, stage timing — so I can step in at the right moment. That's how we're exceeding quota.”
Ashley Artrip Enterprise Sales Leader at Clay
Stay ahead of deal risk
Walk into every forecast call knowing which deals need attention
Set Tasks to watch for deal velocity drops, engagement gaps, and activity stalls, and get the alert in Slack before the call, not during it.
$1M
saved in churn
"We embed Hex dashboards where teams already work — Salesforce, Notion, and beyond — enabling analytics engineers to build ML-level data products like sentiment analysis and shrinking feedback loops from days to hours.”
Ian Macomber Head of Data and Analytics Engineering at Ramp
Where to start
Marketing Attribution Dashboard
Multi-touch attribution model across paid, organic, email, and partner channels. Marketers can adjust the attribution model (first touch, last touch, linear) and see impact on reported pipeline.
Pipeline Forecast App
Scenario-based forecast with adjustable conversion rate and volume assumptions at each funnel stage. Built to be owned by marketing, not the data team.
Campaign Performance Tracker
Automated weekly digest of campaign performance: impressions, CTR, conversions, downstream pipeline. Shareable link for leadership, no manual report building.
Lead Scoring Model
Configurable scoring model based on firmographic signals (company size, industry, title) and behavioral signals (page views, trial activity). Ranked lead list updates automatically.
FAQ
Yes. Endorse your attribution logic once in Hex and every agent answer, app, and report pulls from the same definition when stakeholders switch models.
Teams ask follow-up questions in natural language and get presentation-ready visuals they can share in meetings or Slack, without exporting query results into slides.
Tasks and scheduled checks can surface anomalies in Slack or email so teams investigate drops before they compound through the quarter.
No. Published apps and the agent let marketers explore governed metrics in plain language while analysts define logic once in notebooks.
Common starting points include attribution dashboards, pipeline forecast apps, campaign performance trackers, and lead scoring models — each mapped from the Figma “Where to start” grid.
Hex queries your warehouse and integrates with tools like Slack for alerts and readouts. Connectors and dbt models you already trust stay the source of truth.
Can't find your answer here? Get in touch.