We can't defend our forecast.
"What's our number?" gets a different answer every week. The board call is coming and the spreadsheet is a black box.
Revenue ops software for growing sales teams
Forecast. Commissions. Retention. Handled.
One platform for the three systems most growing companies still run in Excel. It connects to your CRM and billing, calculates commissions, forecasts the quarter and reports retention, and every number traces back to the deal behind it.
Works with
- Salesforce
- HubSpot
- Pipedrive
- Stripe
- Chargebee
- QuickBooks
- Google Sheets
Sound familiar?
Your spreadsheet is doing a platform's job.
Most teams outgrow Excel long before they're ready for a six-month enterprise rollout. This is what we hear on the first call.
Commissions eat a full day.
Month-end runs are spreadsheet archaeology. Disputes are routine, and reps don't trust the math.
Our retention numbers don't add up.
The CFO needs board-ready retention metrics. What exists is a billing export and three weeks of reconciliation.
Pipeline reviews are theater.
Managers can't tell who's on track until the quarter is over. Risk signals get missed, and the same deals slip every quarter.
Spreadsheets work until they don't.
And they break at the worst moment: month-end close, the board meeting, or when your top rep disputes a payout. Flow Wizard replaces the spreadsheet with a system that syncs from your CRM, keeps an audit trail and updates as deals close. No rebuild when the plan changes.
The platform
Pick one module. Or all three.
Each module works on its own and shares the same data when you add the next. Start with the one that's on fire.
RevOps · forecast, pipeline & rep performance
A forecast your team can defend.
The metrics that move revenue, a forecast built from several methods, deal risk your managers can explain, and a scorecard for every rep.
- Performance insights. Win rate, new pipeline, cycle length, conversion and deal size, each with a "Why?" behind the move.
- Multi-method forecasting. A weighted ensemble with confidence ranges, not one fragile number.
- Rep scorecards. A grade for every rep built from quota attainment and activity, so you can see who is on track at a glance.
- Transparent risk scoring. Every flagged deal shows which rules fired and why. No black-box AI.
◆ Runs on your HubSpot, Salesforce or Pipedrive data.
Commission automation
Kill the Friday spreadsheet.
Build your comp plans once, automate the calculations and give every rep live visibility into what they've earned.
- Per-rep dashboards. Earnings update as deals close, not at month-end.
- Complex plans handled. Tiers, accelerators, splits, draws and clawbacks.
- Approvals and disputes built in. Reps raise disputes in the app instead of in email, and finance gets a full audit trail.
◆ Most teams are live in under 30 days.
Finance & retention analytics
Board metrics without three weeks of prep.
ARR waterfall, NRR, GRR, logo retention and cohorts, built from your billing and CRM data and refreshed automatically.
- ARR retention waterfall. Beginning, churn, contraction, expansion, ending. Automated.
- Cohort retention curves. See how each signup cohort actually retains over time.
- At-risk signals. Surface accounts likely to churn before the renewal call, not after.
◆ Flat pricing, whatever the size of your team.
For fractional leaders
One login. Every client.
Fractional CROs, CFOs and RevOps leads switch between clients in one click. Each client gets its own workspace, synced from its own CRM, with the same forecast, comp and retention views. So you can walk into every Monday meeting already knowing the number.
- 01A workspace per client. Separate data, plans and users, each synced from that client's HubSpot or Salesforce.
- 02One method everywhere. The same views across every client, so what works at one carries straight to the next.
- 03Prep in minutes. Jump from one client's forecast to the next client's payout run without logging out.
Rivet & Roll · forecast$1.4M95% of target
Rivet & Roll · Sep payout$53.2K4 of 4 reps paid
How it works
Live in weeks, not quarters.
Onboarding is included. Our team connects your systems and sets up your plans with you, so you're never staring at an empty login. Most teams are live in four to six weeks.
01Week 1
Connect
Hook up the systems you already run. Secure OAuth, usually live within hours.
- CRM: HubSpot, Salesforce or Pipedrive
- Billing: Stripe, Chargebee or QuickBooks
- Quotas and plan inputs from Google Sheets
02Weeks 2–4
Configure
Set up the modules you bought with our onboarding team, on your real data.
- Comp plans: tiers, accelerators, splits and clawbacks
- Forecast method and pipeline risk rules
- Retention definitions and board metrics
03Weeks 4–6
Go live
Everyone gets their own view, and your team is trained to run it.
- Reps see live statements and attainment
- Leaders get the forecast and rep scorecards
- Finance gets payouts, accruals and the board pack
Optional add-on
Ask about managed service →
Rather we run it for you?
Add managed service and our team keeps Flow Wizard tuned as your business changes. We update plans and workflows, check each month-end run, and meet with your sales or finance leader every month.
Pricing
Priced per module. Start with one.
Pay for the modules you use. Commissions and RevOps scale with the size of your sales team; retention is one flat price.
CommissionsMost teams start here
From$400/mo
For 1–10 reps. Pricing scales with team size.
- Automated commission calculations
- Live statements for every rep
- Tiers, accelerators, splits, draws and clawbacks
- Approvals, disputes and a full audit trail
- 11–25 reps
- from $700/mo
- 26–50 reps
- from $1,100/mo
- 50+ reps
- Custom
RevOps
From$500/mo
For 1–10 reps. Pricing scales with team size.
- Multi-method forecast with confidence ranges
- Pipeline health with explainable risk rules
- Win rate, cycle, conversion and pipeline insights
- Rep scorecards on attainment and activity
- 11–25 reps
- from $700/mo
- 26–50 reps
- from $1,000/mo
- 50+ reps
- Custom
Retention analytics
From$400/mo
Billed annually, or $500/mo month to month. Flat, whatever your team size.
- Automated ARR waterfall
- NRR, GRR and logo retention
- Cohort retention curves
- At-risk signals and a board-ready export
- Annual
- from $4,800/yr
- Monthly
- from $500/mo
Bundle and saveSave up to 15% on any two modules and up to 20% on all three.
Annual contractsSave up to 20% when you pay yearly.
OnboardingOne-time, from $1,000: connection, configuration and training.
Managed serviceOptional add-on, priced to the scope you hand us.
Free 60-minute audit
Find out what's broken. And what to fix first.
No slides, no pitch. Show us how you run commissions, forecasting or retention today. You'll leave with a written diagnostic of what's breaking and how Flow Wizard would handle it.