USE CASE
Your sales reports, minus the noise.
Paste any pipeline or CRM report. Get what's on track, what needs attention, and what to do before Friday.
Try it free →🔓 No account needed for your first briefing.
Also works for these report types.
Common questions
Does it work with Salesforce or HubSpot report exports?
Yes. Export your report as a CSV or copy the text from a generated PDF report. Paste it directly into Report Rosetta. Pipeline snapshots, activity reports, and forecast summaries all work well.
Can I paste a CSV export from my CRM?
Yes. Paste the CSV text directly into the text input. For large exports, focus on the summary or key metrics rows rather than the full raw data for the clearest briefing.
Does it identify which deals or reps need attention?
If the data in your report includes deal status, rep performance, or forecast information, Report Rosetta will surface the outliers - both the risks and the bright spots - in the Key Findings section.
Can I use it for quarterly business reviews?
Yes. QBR documents are one of the most common use cases - paste the QBR pack or upload the PDF and get a briefing that prepares you for the conversation ahead.
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