Sourcetable for Operations

Your ops report, done before Monday.

SLA tracking, capacity planning, and weekly business reviews — generated from live data, not manual pulls.

From scattered metrics to a clear picture of how the business is actually running.

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Sourcetable
Q4 2025 Analysis
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Revenue by Quarter Q4 Breakout
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SLA tracking, live.

Pull service, delivery, or support data and track performance against targets in real time — not after the weekly pull.

Capacity plans that update.

Model staffing scenarios and resource needs as volume and velocity data changes.

One clear picture.

From scattered metrics across tools to a single business review that shows how the business is actually running.

Connect your data

Every operations workflow — live and always current.

  • Excel

    Upload your ops trackers — including large multi-gig .xlsx files — and rebuild them as live, always-current dashboards.

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  • Salesforce

    Pull live CRM data into your ops models — deals, accounts, and activities, always current.

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  • CSV

    Drop in any export from any tool and get instant analysis, charts, and summaries in seconds.

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  • PostgreSQL

    Query your operations database in plain English — no SQL or engineering ticket required.

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“Half a day just pulling numbers.Now I fix problems, not find them.”

— VP Operations, logistics company

What else can Sourcetable do?

Create ops workflows. Automate ops reports. Generate ops templates. Clean operational data. Build ops dashboards. Speed up weekly reviews. Summarize ops insights. Chart SLAs and capacity. Fix model formulas. Write SQL for ops data. Handle large operational datasets. Crawl the web for reference data. Talk to your ops data. Write formulas for ops metrics.
Create ops workflows. Flow builder
Create ops workflows.
Video: Analyze your data with an AI spreadsheet

Excel + ChatGPT + Python
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The last spreadsheet you'll ever need.

Get Insights

Ask questions in plain English, generate charts instantly, use Python for custom logic, and tap into built-in research tools for deeper insights.

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Visualizations

Turn data into charts & graphs instantly. Sourcetable helps you explore trends, uncover patterns, and present insights, automatically or on your terms.

Visualizations

Manipulate Data

Clean, shape, and structure data with AI, formulas, or code. Sourcetable helps you go from raw input to ready-to-use datasets in seconds.

Manipulate Data

Data Science

Sourcetable fuses AI smarts with Python's full analytical power, so you can clean, query, model, and visualize data without switching tools or writing a single line of code.

Data Science

Frequently Asked Questions

If your question is not covered here, you can contact our team.

Contact Us
Can Sourcetable connect to my ops tools and databases?
Yes. Connect Salesforce, your SQL database, ticketing systems, and 100+ other tools. Sourcetable merges data from all sources into a single live ops dashboard — no manual exports required.
How do I build a capacity planning model in Sourcetable?
Describe the model you need — inputs, assumptions, and outputs — and Sourcetable builds the logic. Update headcount or workload assumptions and the whole model recalculates instantly.
Can I build a reusable weekly business review in Sourcetable?
Yes. Build your WBR template once with the metrics, charts, and format you want. Run it with fresh data any time — ready before your Monday morning stand-up.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), PDF, JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support Salesforce and most application data.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have usage limits. Users can upgrade to the Pro plan for more credits.

Enterprise-grade security

Your data is protected by industry-leading SOC 2 Type 2, HIPAA, and PCI compliance standards, whether in our cloud or on-premises.

Private key encryption

Private key encryption

Data encrypted at rest

Data encrypted at rest

Escrow KMS

Escrow KMS

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Build your ops dashboard — free

Connect your data. Build your ops review in minutes.

Related use cases

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