CRM Data

Turn CRM exports into a clear view of customers and pipeline

Upload CRM data exported to Excel or CSV and quickly understand customer activity, sales opportunities, pipeline movement, and account performance without manually building reports.

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What your BI Presentation can reveal

A presentation-style visual story built from your uploaded dataset, showing what is happening across the business.

Pipeline value by stage

Opportunities by sales representative

Won vs lost opportunities

Deal value by customer segment

Customer distribution by region

Lead or opportunity status

High-value accounts

Pipeline changes over time

AI Report

Go beyond the charts

Nixorra's AI Report interprets CRM patterns and turns them into management-ready findings.

Identify where pipeline value is concentrated
Highlight stages where opportunities may be slowing
Surface high-value customer segments
Identify potential sales opportunities
Flag areas that may require management attention
Recommend practical next steps

Demo Video

AI Report

Executive Summary

Open pipeline grew 6.5% with win rate improving, though value is concentrated in a small number of accounts.

Key Findings

Most open pipeline value sits in the Proposal stage.
A few high-value accounts drive the majority of open value.
Win rate improved 2.4 points across most representatives.

Opportunities

Prioritize proposal-stage deals to accelerate close rates.
Expand engagement with high-value customer segments.

Recommendations

Review deals stalling in the Proposal stage.
Focus attention on the accounts driving open pipeline value.

Marketing Data

Turn campaign and channel data into a visual story of what is actually driving results.

Explore Marketing Data

Sales Data

Turn sales spreadsheets into an executive sales story of revenue, products, and customers.

Explore Sales Data

Turn your CRM exports into a clearer view of customers and pipeline.

Upload CRM data as Excel or CSV and turn it into a clear BI Presentation and AI-powered business report.

Get Started See How It Works

Your data stays in your control. Nixorra never sends raw data to AI, and you can delete your dataset at any time.