JourneyVision

Funnel analytics for B2B revenue teams

See every trip through your funnel — without building it yourself in Salesforce.

JourneyVision reconstructs your full funnel from Salesforce, surfaces the data problems quietly wrecking your reporting, and lets you just ask for the number. No custom objects. No Apex triggers. No six-week BI project.

Book a demo See how it works ↓
Journey Paths — a Sankey diagram tracing every stage from Person Created through Closed Won and Closed Lost

You didn't set out to build a funnel-analytics product. You just wanted the numbers.

Maybe your team built the workaround everyone builds — a custom Journey object, Apex triggers, a BI tool on top. Maybe you scoped that build, saw the cost, and passed. Either way, your funnel's still trapped in Salesforce, the numbers lag reality, and only one person really trusts them.

JourneyVision is the machine every B2B team keeps rebuilding — already built, maintained, and connected to your Salesforce in an afternoon.

Everything you were trying to build — done.

Funnels & journeys

Watch every lead, contact, and account move stage by stage, from creation to closed-won. See conversion, velocity, and where deals stall — as a funnel, a cohort, or the full journey each buyer took to get there.

Cohort Funnel View showing 117 in cohort, stage-by-stage conversion from Person Created through Closed Won

The AI analyst

Ask in plain English — "What’s our MQL-to-SQL rate for enterprise this quarter?" — and get the number back in seconds, and see exactly how it got there — the steps it took and the numbers behind them. No pivot tables, no waiting on the one analyst who knows the schema. Just the answer, and the receipts.

AI Analyst chat answering "What’s our MQL to SQL conversion rate over the last 90 days?" with a clarifying question and a final answer of 50%

Anomaly alerts

JourneyVision watches your funnel and tells you when something breaks — a stage that suddenly dries up, a conversion rate that falls off a cliff — before it shows up in a QBR as a surprise.

Anomalies board flagging 3 metrics: an MQL volume spike paired with a collapsed MQL to SQL conversion rate

Stop building reports. Start asking questions.

The fastest way to a number shouldn't be a Jira ticket. JourneyVision's AI analyst understands your funnel, answers in plain language, and shows its work every time — so you can trust the answer, not just take it.

Show your work trace panel: 7 steps, $0.0614, listing each tool call and result behind the answer

Every answer is traceable — the exact steps and data behind it. No black box.

Read-only, full stop. Your data stays yours.

JourneyVision connects to Salesforce with read-only access and encrypts every tenant's data with its own key. We never write to your CRM — not now, not ever. Built for how security teams actually evaluate vendors.

How we handle your data →

Build it, or just have it.

The internal build

  • Custom Journey object
  • Apex triggers to maintain
  • A BI license
  • Weeks of RevOps + dev time
  • One person who understands it
  • Always a little out of date

JourneyVision

  • Connect Salesforce
  • Funnels and journeys out of the box
  • Ask any question in plain English
  • Maintained for you
  • Live

Frequently asked questions

How long does it take to set up JourneyVision? +

You connect Salesforce with a read-only grant, and JourneyVision syncs and reconstructs your funnel the same day — no custom objects, no Apex, no BI project to staff.

What Salesforce editions does JourneyVision work with? +

Any Salesforce edition that includes API access. If your org has API access enabled, JourneyVision can connect.

How much does JourneyVision cost? +

Starter is $1,000/mo for a single team and one Salesforce org. Pro is $1,500/mo and adds the AI analyst and real-time alerts. Enterprise is custom pricing for multiple orgs and SSO.

Does JourneyVision write anything back to my Salesforce? +

No. JourneyVision connects with read-only access and never writes to your CRM — not now, not ever. There's no feature or upsell that changes this.

Do I need to build custom Journey objects or Apex triggers first? +

No — that's exactly what JourneyVision replaces. Connect Salesforce read-only, and the funnel most teams spend a quarter building by hand is already there, maintained, and ready to query.

What is the AI analyst? +

Ask a question in plain English — like "What's our MQL-to-SQL rate this quarter?" — and get the number back along with a "Show your work" trace of the exact steps and data behind it.

Who is JourneyVision built for? +

B2B revenue teams running Salesforce — RevOps, marketing ops, and anyone who needs a trustworthy view of the funnel without owning the pipeline that builds it.

See your funnel the way it actually is.

We're onboarding a small group of design partners now. If you run RevOps or marketing ops on Salesforce, let's get you in.

Book a demo