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Everything your business knows.
Instantly usable.

From board prep to customer churn, Synopsis connects the dots.

Before Synopsis

Most midmarket CEOs are making consequential decisions with incomplete information — while the cost of being wrong has never been higher.

You #data-team Mon 7:04 AM
Heard Beacon Group might be talking to a competitor. Can someone check activity, tickets, usage — anything that tells us if this is real?
Alex Data Team Mon 11:20 AM
Need to pull from HubSpot, Zendesk, and product analytics separately — they don't talk to each other. Give me until end of day
You #data-team Tue 9:15 AM
Beacon just asked to pause their contract.
with Synopsis, the answer is ready before you finish typing
6:30 AM Attrition signals

The first question of the day answers itself.

Updated 4 min ago
CEO

Three accounts flagged overnight. Hartwell reduced their seat count by 40%. Meridian hasn't logged in for 18 days. Cascade opened a ticket referencing a competitor by name. That's $340k ARR showing early attrition signals before anyone's made a call.

0Accounts flaggedOvernight
$340kARR at riskEarly signals
0Days darkMeridian
Sources HubSpotProduct AnalyticsZendesk
8:15 AM Margin recovery

Walking into the board call knowing exactly where the money is leaking.

Updated 2 min ago
CEO

Found it. 23% of active contracts are on legacy pricing locked before the 2023 rate increase — underpriced by an average of 18%. That's $680k ARR leaving money on the table. Three renewals land in Q3. That's the window.

0%Legacy-pricedOf active contracts
$680kUnderpriced ARRAvg –18%
0Q3 renewalsCorrection window
Sources QuickBooksSalesforceHubSpot
10:00 AM Competitive risk

You know which accounts are drifting before they tell you.

Updated 9 min ago
CEO

Six of twenty showing signals. Highest risk: Beacon Group — three of their IT team followed a competitor on LinkedIn this week and opened a trial according to review site activity. Thornfield filed four API limitation tickets in 30 days. Combined: $1.2M ARR in the high-risk bucket.

0Accounts at riskOf top 20
$1.2MARR exposedHigh-risk bucket
0API ticketsThornfield · 30d
Sources SalesforceG2Zendesk
11:30 AM Executive coverage

Growth puts distance between you and your customers. This closes it.

Updated 17 min ago
CEO

14 accounts — $2.1M ARR — haven't had executive contact in over 6 months. Their average NPS is 31, compared to 53 for accounts with recent exec touchpoints. The gap is a 22-point relationship discount you're sitting on.

0Accounts dark>6 months
$2.1MARR affectedNo exec contact
0Avg NPSvs 53 benchmark
Sources HubSpotNPS SurveySalesforce
1:30 PM Pipeline velocity

You can see exactly why deals are stalling — and which ones need a push this week.

Updated 22 min ago
CEO

Average sales cycle is up 34% since Q1 last year. The driver: multi-stakeholder sign-off is now required on 71% of deals over $30k — up from 38%. Three deals in final stage have sat there for 60+ days with no contract movement. Buyers are cautious in a way they weren't 18 months ago.

+0%Longer cyclevs Q1 last year
0%Multi-stakeholderDeals >$30k
0Stalled deals60+ days final stage
Sources SalesforceGongHubSpot
3:00 PM Automation audit

The question every midmarket CEO is asking right now — answered in seconds.

Updated 18 min ago
CEO

Three areas stand out. Finance reporting: 14 hours/week that existing tools could produce automatically. Sales activity logging: 11 hours. Customer health monitoring: 8 hours. That's 33 hours of labor per week on tasks with available automation — roughly $94k/year in fully-loaded cost.

0Hrs/week automatableAcross 3 functions
$94kAnnual labor costFully loaded
0Hrs/weekFinance reporting
Sources BambooHRQuickBooksJira
4:00 PM Investor prep

Everything your investors will ask on Thursday, ready by Tuesday afternoon.

Updated 8 min ago
CEO

Here is your LP update picture. EBITDA is $2.1M vs $2.4M plan — variance driven by two delayed enterprise closings. Revenue up 18% YoY. Top 3 customers represent 31% of ARR, down from 38% last quarter. Two of three board initiatives on track; the third needs a status update before Thursday.

MetricActualPlanStatus
EBITDA$2.1M$2.4M–13%
Revenue growth18% YoY20%Close
Customer concentration31% top 3<35%On track
Board initiatives2 of 33 of 31 at risk
Sources QuickBooksSalesforceHubSpot
5:30 PM End of day

You close the day already knowing what's coming tomorrow.

Updated just now
CEO

Three things. A competitor announced a 20% price cut this afternoon — your Beacon Group renewal is next week. Your top sales rep hasn't logged a customer call in 11 days. A negative G2 review posted 4 hours ago and already has traction.

–20%Competitor pricingAnnounced today
0Hrs since G2 reviewGaining traction
0Days no callsTop rep
Sources G2LinkedInSalesforce

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