Scoop is able to grab your data from Attio to enable sophisticated visualization and analysis.

Attio Objects

Scoop allows you to extract all main objects in Attio:

• Deals
• Companies
• People
• Users

Typical Use Cases with Attio Only

Typical use cases for Scoop with Attio data only include:

• General sales reporting with better visuals and analysis
• Weekly forecasting or pipeline views that leverage snapshotting to review changes
• Snapshotting any/all attributes on any object like Opportunities
• Analyzing sales processes to understand conversion rates and cycle times

Combining Attio data with other types of data opens up very powerful analysis options that can really help a marketer optimize their performance.

AI-Assisted Setup

When connecting Attio to Scoop, choose "Guide me with AI" for an intelligent, guided setup experience.

Available Analysis Templates

Example Questions You Can Answer

Sales Pipeline:

• "What's our current pipeline value by stage?"
• "Which deals are expected to close this month?"
• "What's our average deal cycle time?"
• "What's our conversion rate between stages?"
• "Which deals have been stalled the longest?"

Accounts & Contacts:

• "How many companies are in our database?"
• "Which companies have the most associated contacts?"
• "What's the breakdown of companies by segment?"
• "How many new companies were added this quarter?"
• "Which companies have open deals but no recent activity?"

Need Something Different?

If the templates above don't match your needs, select "Something else" and describe what you want to analyze. For example:

• "I want to track deals by a custom attribute"
• "I need to analyze company growth over time"
• "I want to focus on a specific deal owner"

Scoop's AI will recommend the right configuration for your specific use case.

Snapshotting for Pipeline Analysis

Configure your Deals extract as a Snapshot dataset to track deal progression and stage changes over time:

• Track deal progression through pipeline stages
• Measure stage conversion rates
• Identify deals that are slipping
• Compare pipeline snapshots week-over-week

Pro Tip: Enable snapshotting on day one. Sales ops teams typically need 30-90 days of snapshot history for meaningful cycle time and conversion analysis.

Attio Instant Recipes

Scoop has several instant recipes created for Attio so you can get started - instantly. Pipeline waterfall, sales operations, sales team performance, and deal distribution.

• Pipeline waterfall: Gain powerful insights into every shift in your sales pipeline with advanced waterfall analysis. Track what’s been added, removed, won, lost, or resized across your entire pipeline, broken down by individual deal owner and deal type. Dive deeper into specific deals to take immediate action and drive results
• Sales operations: Gain powerful insights into every shift in your sales pipeline with advanced waterfall analysis. Track what’s been added, removed, won, lost, or resized across your entire pipeline, broken down by individual deal owner and deal type. Dive deeper into specific deals to take immediate action and drive results
• Sales team performance: Access real-time sales metrics like pipeline performance, deal velocity, and forecasting directly from Attio. This recipe consolidates key data to offer immediate insights, helping you track trends and optimize your sales operations​
• Deal distribution: Understand which types of deals are being done and who is doing them. With deal distribution analysis you can see at a glance where your business is coming from​

Attio Snapshotting

One of the biggest uses of Scoop for Attio is snapshotting. Scoop can snapshot your deals automatically. This allows for critical analysis of fundamental sales processes by understanding how things change in a sales process and why. Scoop allows Attio users to snapshot their deals and detect, track and report on all changes, how fast those changes occur and at what rates - allowing deep insights into the sales process.

Connecting to Attio

To connect to Attio as a datasource, create a new dataset linked to Attio. First, on the datasets page, select applications as a source:

Next, select Attio:

Selecting an Object and Fields

After selecting Attio, you can select which object you want to extract and which fields you wish to extract. Please note that Scoop will automatically snapshot your Deals object and will synchronize your Companies, People and Users.