About Us

As Sales/Revenue Operations leaders we are regularly asked questions that aren’t easily answered without a time machine. That was the inspiration for Ops-in-a-Box. It started simply as a tool designed to automatically store a snapshot of all opportunities from Salesforce every single day. This database is still the core engine that drives Ops-in-a-Box. Flash forward 2 years and we expanded the tool to include a powerful reporting/dashboard engine on top of the snapshot database which now provides a one-stop-shop for all the metrics Ops, Sales and Finance leaders need to drive their business forward!