Secure Revenue Data & Sharing

Protect pipeline, commission and forecast files, and share with partners, auditors and executives through controlled, traceable links.

What this group does

Revenue operations concentrates some of the most commercially sensitive data in a company: pipeline, pricing, quotas, commissions and forecasts. Secure Revenue Data & Sharing lets the RevOps add-on protect these files and exchange them with partners, auditors, investors and executives under controlled, traceable conditions — so Sales, Marketing and Success share one data layer without weakening confidentiality.

Revenue files

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Encrypted, masked, permissioned

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Approved release

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Traceable access & audit

Screen previews

A quick look at the screens. Use the toggle in the corner of each preview to switch between the dark and light themes.

app.totalapp.app/revops/secure-data

Commission-statement-Q3.pdf — Encrypted

Protected

Pipeline-export-EMEA.csv — Masked

Masked

Forecast-model-FY26.xlsx

View-only

Report export — audit

Logged

Secure revenue data: masking, encryption and audit

app.totalapp.app/revops/secure-sharing

Board-pack-Q3.pdf — Investor

OTP link · 7 days

Partner-rate-card.xlsx — Reseller

Pending approval

Attribution-report-Q3.pdf — Agency

View-only

Guest access — Auditor

Expired

Secure sharing with partners, auditors and executives

Challenges it addresses

Challenge	Why it matters
Confidential figures	Pricing, quotas, forecasts and commissions are sensitive and must not leak beyond the right audience.
Compensation privacy	Commission statements contain personal pay data that only authorised people may see.
Large reports and models	Forecast models and attribution reports are large and must be shared quickly.
External sharing	Partners, auditors and investors need documents without broad system access.
Access on the move	Leaders and reps need secure access to reports on any device.

Key features

Encryption — revenue files are protected in transit and at rest.
Role-based access — permissions by team, region or role, so people see only what they need.
Sensitive-data masking — pricing, quota and compensation fields are masked where full detail is not required.
Watermarking & tracking — user-specific identifiers show who viewed or exported a file.
OTP-protected, expiring links — share with external parties without creating accounts; set expiry and per-recipient rights.
Approve before sending — outgoing files wait for an authorized approver.
Remote and mobile access — secure access on any device, with metadata search to find reports fast.
Audit trails & reporting — a complete history of access supports audits and investor due diligence.

How it fits your RevOps workflows

Where you work	What secure sharing adds
Pipeline & Funnel	Pipeline exports are masked and every export is logged.
Data & Attribution	Attribution reports are shared view-only with agencies and partners.
Forecasting & Analytics	Forecast models and board packs reach executives and investors through expiring links.
Enablement & Commission	Commission statements stay private to each rep and to authorised finance staff; every access is logged.

Business value

Protected confidentiality — sensitive revenue data stays private throughout its lifecycle.
Audit-ready reporting — complete access history supports audits and due diligence.
Faster collaboration — one secure path replaces ad-hoc email and file-transfer tools.
Confident external exchange — share what is needed, see who received it, and stop access when it expires.