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Daydream

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Research & Data Analysis

Introduction

Data-driven exec command center.

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Daydream Product Information

Daydream is a data tool designed to grow B2B revenue efficiently. It provides AI-powered insights, a unified workspace, and playbooks to replace manual reporting with proactive, collaborative analysis. The platform emphasizes fast onboarding, 500+ data integrations, and investor-ready metrics to help RevOps, sales, marketing, and success teams operate from a single source of truth.

How Daydream Works

  1. Connect data sources: Integrates with CRM, accounting, billing, marketing tools, product usage, calls, and more (500+ data integrations supported).
  2. Generate insights in 1 click: AI scans across data to surface proactive insights, deal flags, forecast indicators, and actionable recommendations.
  3. Collaborate in a shared workspace: Replace siloed dashboards with a collaborative environment where teams discuss results, decide actions, and track execution.
  4. Automate reporting: Auto-generate core SaaS metrics, executive dashboards, and investor-ready reports from connected data.
  5. Scale with playbooks: Use best-practice playbooks to standardize processes, align teams, and improve operating cadence.

Who it’s for

  • Revenue teams (Sales, Marketing, Success, RevOps) seeking faster, more reliable insights.
  • Leadership needing investor-ready metrics, board-ready reporting, and cross-functional visibility.
  • Teams wanting to reduce time on manual reporting and data wrangling.

Core Features

  • AI-powered proactive insights across CRM, marketing, calls, product usage, and external data
  • 1-click generation of executive dashboards, reports, and investor-ready metrics
  • 500+ data integrations and easy one-click connections
  • Self-serve analysis with no required SQL; fully customizable if you want
  • Collaboration-focused data workspace to replace siloed dashboards
  • Comprehensive playbooks to standardize GTM and RevOps processes
  • Pipeline visibility, deal flags, and governance for better forecasting
  • Privacy-conscious data handling with centralized data context
  • Easy onboarding with expert support and a scalable setup

Features and Capabilities

  • 1-click QBRs and automated investor-ready reporting
  • Unified marketing funnel tracking from spend to closed-won
  • Data hygiene tools to improve data quality with guided help
  • Pipeline Coverage Analyzer to improve forecast accuracy
  • Board reporting, customized to your governance needs
  • Data + Context: connect data with narrative for decision-making
  • No-SQL-friendly exploration with optional SQL for advanced users
  • Cross-team collaboration: discussions, decisions, actions, and accountability
  • Flexible, scalable architecture that grows with your business

How to Use Daydream

  1. Connect your data sources (CRM, billing, analytics, etc.).
  2. Choose the metrics and dashboards you want or let AI suggest insights.
  3. Review AI-generated insights and flag actions for Sales, Marketing, or Success.
  4. Share reports and collaborate to align on goals and execution.

Safety and Compliance

  • Provides governance around data access and sharing; supports compliance with standard data privacy practices.

"Daydream is the revenue command center" — a comprehensive, intuitive platform designed to unify data, context, and collaboration for faster, more accountable go-to-market execution.