Solutions

Revenue Operations OS

Run your full revenue engine in one operating system across sales, marketing, and RevOps workflows.

AI Agents for Revenue Teams

Deploy AI agents that execute revenue tasks across prospecting, qualification, and pipeline operations.

Workflow Automation

Automate repetitive GTM workflows end-to-end with orchestration, triggers, and real-time actions.

Lead Generation Automation

Capture and create more qualified pipeline with automated inbound and outbound lead generation flows.

Outreach Automation

Scale personalized multi-step outreach sequences without losing quality or response relevance.

LinkedIn Account Automation

Automate LinkedIn account activity, outreach cadence, and engagement workflows with control.

CRM Automation

Keep CRM data clean, synchronized, and actionable with automated updates and process automation.

Lead Enrichment

Enrich lead records automatically with firmographic and behavioral data to improve conversion rates.

ICP Scoring

Prioritize the highest-fit accounts with dynamic ICP scoring powered by your GTM data.

Agentic Web Crawling & Research

Research the web with autonomous agents that find, structure, and sync intelligence into your systems.

Sales Pipeline Automation

Move deals faster with automated stage progression, reminders, and pipeline orchestration.

Marketing Automation

Automate campaign execution and performance loops across channels to increase marketing output.

Content Management & Publishing

Plan, generate, and publish content workflows from one system with AI-powered execution.

Operations & Workflow Automation

Automate operational handoffs and internal processes across teams with reliability and control.

Customer Success & Support

Support customers proactively with automated follow-up, success playbooks, and retention workflows.

Solutions

With orbitype you get it all

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Dashboards

Dashboards visualize SQL query results as charts and tables. Each chart type expects a specific result shape (rows and columns). Make sure your query returns the required columns and data types.

Numbers

Use this for KPIs and single-value tiles.

Required shape: exactly one row with one or more numeric columns.

Notes: If multiple numeric columns are returned, each column is rendered as a separate number tile. Non-numeric columns are ignored.

Table

Use this to display raw query results.

Required shape: one or more rows with any number of columns.

Notes: Column order and names are taken from the SQL result. This is the most flexible chart type.

Bar Chart

Use this to compare values across categories.

Required shape: rows with at least one category column and one numeric column.

Category column: text, enum, or any value that can be rendered as a label.

Numeric column: integer or decimal.

Notes: If multiple numeric columns are returned, they are rendered as multiple series (grouped bars).

Pie Chart

Use this to show how a total is split across parts.

Required shape: rows with one category column and one numeric column.

Notes: Best used with a small number of categories (for readability). If more than one numeric column is returned, only the first numeric column is used.

Line Chart

Use this to visualize trends over time.

Required shape: rows with one date or date-time column and one or more numeric columns.

Time column: DATE, TIMESTAMP, or an ISO date string.

Notes: Each numeric column becomes a separate line series. Rows should be ordered by time for best results.

Area Stack Chart

Use this to show how multiple series contribute to a total over time.

Required shape: rows with one date or date-time column and two or more numeric columns.

Notes: Numeric columns are stacked per time point. Rows should be ordered by time.

Bar Stack Chart

Use this to show category totals split into segments.

Required shape: rows with one category column and two or more numeric columns.

Notes: Numeric columns are stacked per category. If you want grouped bars instead of stacked bars, use Bar Chart with multiple numeric columns.

Scatter Chart

Use this to visualize correlations between numeric variables.

Required shape: rows with at least two numeric columns.

Minimum: one numeric column for X and one numeric column for Y.

Optional: a third numeric column can be used as point size (bubble) if supported by the renderer.

Notes: Additional columns may be used for labels or tooltips depending on the UI.

Radar Chart

Use this to compare multiple metrics for one or more entities.

Required shape: rows with one category column and two or more numeric columns.

Interpretation: The category identifies the entity (for example a product or team). Numeric columns represent the metrics shown as radar axes.

Notes: Works best with few entities and a limited set of metrics for readability.

Funnel Chart

Use this to visualize conversion or drop-off across ordered steps.

Required shape: rows with one step/category column and one numeric value column.

Ordering: Rows should be returned in the desired funnel order (step 1 to step N). If the UI sorts automatically, ensure values are still meaningful.

Notes: Values typically represent counts (leads, users, sessions) per step.

Map

Use this to plot points on a map.

Required columns: id, title, latitude, longitude.

Types: latitude and longitude must be numeric (decimal). id can be text or number. title should be text.

Optional: path can be provided to link points to internal routes or external URLs.

Notes: If latitude/longitude are missing or invalid, the point cannot be placed.

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Cookbook - Sections

Modern webpages are often composed of many different sections.

Things like hero banners, testimonials, FAQs or simple text blocks.

Developers implement these as reusable components with props.

But how do we allow non-technical people to use them in Orbitype?