Data integration

Dashverge × Snowflake

Ground Dashverge's agents in your warehouse so every decision uses your own governed data

How it works

Agents query your warehouse directly

Snowflake holds your governed, modeled customer and usage data; Dashverge's Revenue-intelligence and Forecasting agents query defined views on a schedule to pull account health, usage, and revenue metrics. Dashverge writes derived scores and forecasts back to a dedicated schema so your BI tools can report on them too.

  • Query governed warehouse views on a defined schedule
  • Blend warehouse metrics with CRM and product signals
  • Write agent-derived scores back to a dedicated schema
  • Keep raw customer data inside your Snowflake account
Snowflake and Dashverge integration — concept illustration
Setup

Connect in minutes

Grant a read role and point Dashverge at your views.

  1. Step 1

    Create a service role

    Grant Dashverge a scoped, read-only Snowflake role.

  2. Step 2

    Point to your views

    Select the schemas and views the agents should query.

  3. Step 3

    Schedule the sync

    Set the refresh cadence for warehouse queries and write-backs.

Use cases

What teams run on it

Snowflake for the source of truth, Dashverge for the action.

Warehouse-grounded account scoring

Score accounts using modeled usage and revenue data instead of a partial CRM view.

Forecast reconciliation

Compare the Forecasting agent's pipeline read against warehouse-reported bookings and usage trends.

Cross-source account health

Blend product telemetry, billing, and support data already modeled in Snowflake into one account view.

Dashverge queries only the views granted to its service role, raw data never leaves your Snowflake account, and every query and write-back is logged for audit.
Data governance

Ground your agents in real data

Connect Snowflake and let Dashverge work from your governed warehouse.