Leads, accounts, opportunities with Kanban pipeline, ASC 606 / IFRS 15 revenue recognition, and commission plans with tiered payouts — pre-built for sales and finance teams.
A single application that serves sales reps, sales managers, and finance — closing the gap between pipeline and payroll.
Sales reps, account executives, sales managers, VP of Sales, finance controllers, and commission analysts.
Sales reps capture leads, manage contacts and accounts, track deal pipelines on a Kanban board, record contract milestones, and log revenue — all in one system.
The VP of Sales or CEO queries pipeline health, win rates, commission payouts, revenue trends, and forecast accuracy — all in plain English via pre-built NL dashboards.
Purpose-built data models, workflows, and views — generated by the VeloIQ™ framework and refined for the vertical.
End-to-end customer lifecycle: lead capture and scoring, contact management, account profiles with revenue, industry, and billing tracking.
Opportunity management with 7-stage pipeline (prospecting → closed won/lost), probability scoring, forecast categories, and contract milestones.
Tiered, flat-fee, and bonus commission plans. Automatic payout calculation based on deal value and milestone completion. ASC 606 aligned.
Revenue records with recognition status (pending/recognized/deferred/reversed), linked to accounts and opportunities. IFRS 15 contract milestone tracking.
VeloIQ™ RevOps Matrix ships as a complete, working application — not a template you still have to build.
Arrives with realistic sample data plus a clean production-ready schema. Explore the app instantly, then switch to the clean database when you go live.
5 pre-configured NL chats with 26 sample sentences — pipeline overview, commission analysis, account insights (native), plus revenue analytics and sales performance (agentic).
One veloiq run and the full application is live: REST API, React frontend, admin back-office, and AI console — all on your own infrastructure.
Automated smoke and regression suites ship with the app, so every deployment can be validated before users touch it.
Measurable outcomes for every role in your organization — from daily operators to strategic decision-makers.
Kanban board shows every deal and its stage. NL dashboards surface pipeline value, win rates, and forecast categories — no spreadsheet exports needed.
ASC 606-aligned revenue recognition plus automated commission calculations eliminate manual spreadsheets and disputes.
Deal milestones trigger revenue recognition events. Commission payouts are traceable to specific deals. Sales and finance work from the same data.
Agentic NL chats analyze pipeline patterns, identify at-risk deals, and project quarterly revenue — giving the CEO and VP of Sales a shared view.
Data models and metadata that speak your industry’s language — because compliance and interoperability start with the schema.
| Area | Standard | Models mapped |
|---|---|---|
| CRM | Salesforce Sales Cloud | Lead, Contact, Account, Opportunity, Campaign — standard CRM objects with sales lifecycle alignment |
| Revenue | ASC 606 / IFRS 15 | Five-step revenue recognition model, contract milestones, performance obligations, variable consideration |
| Compensation | ASC 606 | Commission capitalization and amortization aligned to revenue recognition periods |
Every VeloIQ™ vertical application is versioned source code — not a locked SaaS. Fork, extend, integrate, or white-label.
Each module is a self-contained VeloIQ™ unit with its own models.py, generated GUI views, and REST API. Add or remove modules as your needs evolve.
Bring in IQVigilant for NL analytics, exception alerts, and personalization — or install other VeloIQ™ extensions from the community. Configured declaratively in veloiq.toml.
Add custom business logic in custom_api.py, override page templates per model:action, or add SQLAdmin views for advanced administration.
Switch from the shipped SQLite to PostgreSQL, MySQL, or Snowflake with a single connection string change. Schema migrations are tracked via Alembic.
AI-ready with 1-User Natural Language · 10 Exception Alerts · 100 Personalization — learn about IQVigilant capabilities
Get in touch with the VeloIQ™ team to discuss deployment, customization, and licensing.