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How to use
Grid52.

A revenue stack intelligence overview in under 10 minutes. No account needed to get started: everything saves automatically.

Getting started
01
Create a grid
Click Open Dashboard, then New Grid. Give it a name: something like "Full Stack" or "Q3 Audit." Each grid is a separate audit you can come back to any time.
Grids save automatically and sync to your account when you sign in
02
Pick a template
Choose the template that best matches your business model: SaaS/B2B, E-commerce, Agency, Creator, or Local/Service. Templates pre-load a sensible set of funnel stages and seed your grid with common tools for that model. You can also start from scratch.
03
Configure your funnel stages
Every business runs a slightly different funnel. Rename any stage to match your language, reorder them to reflect your actual flow, delete ones that don't apply, and add custom stages for anything unique to your business: like Discovery Call or Proposal Sent.
Stages drive everything: the more accurate they are, the better your audit
04
Add your tools
Two ways to add tools. Use the search bar at the top to find any tool by name and add it globally. Or click the Add button inside any stage cell: this opens a modal with tools pre-filtered for that stage. You can also Import a list by pasting tool names in bulk, or add anything not in the database as a custom tool.
05
Read your audit
Each stage cell shows its status: Active (covered), Gap (nothing assigned), or Overlap (two tools in the same category). The Score Panel shows your overall stack score, per-stage coverage, and a list of issues. Switch to Funnel, Notes, or Process view for different lenses on your stack.
06
Annotate your tools
Click any tool chip to open the Tool Detail drawer: see native features, which stages it covers, and edit your own notes inline. Switch to Notes view for a full list of all tools with editable annotations. Notes save automatically and sync to your account.
Notes survive browser refreshes: no account needed to persist them
07
Export a PDF report
Hit Export PDF to generate a branded audit report: stack score, stage breakdown, issues, and recommendations: formatted and ready to share with a client, a team, or your own records. It opens in a new tab; use your browser's print dialog to save as PDF.
Understanding the indicators
Active
Stage covered
At least one tool in your grid maps to this stage. The stage is accounted for in your funnel.
Gap
Stage uncovered
No tool covers this funnel stage. This is a blind spot: leads or customers passing through here are untracked or unsupported.
Overlap
Duplicate category
Two or more tools in the same category cover this stage. May be intentional, but often signals redundant spend or unclear ownership.
Score
Stack health score
A 0-100 score based on stage coverage (70%), overlap penalty (20%), and tool count breadth (10%). 80+ is a strong stack.
Frequently asked questions
Do I need to create an account?
No account required to get started. Grid52 uses anonymous authentication: when you first visit, a silent session is created so your grids can be saved to the cloud. To sync across devices or access your grids from a new browser, use the Sign In button and enter your email. You'll get a magic link: no password needed.
Where is my data stored?
Your grids are stored in a private database under your user ID. Anonymous sessions use a browser-generated ID. Signed-in sessions use your email. Theme and accent preferences are stored as browser cookies. If you sign in, your data is portable: it follows your account across any browser or device.
My tool isn't in the database. Can I still add it?
Yes. Type any tool name into the search bar and if it doesn't appear in the dropdown, you'll see an Add "Tool Name" option. You can also use the Import button to paste a whole list at once: Grid52 fuzzy-matches against 500+ tools and adds anything unrecognized as a custom tool. Custom tools are tagged category: other and can be assigned to any stage.
How does stage coverage actually work?
Each tool has a list of funnel stages it natively covers, based on its category and primary use case. Grid52 checks it against each stage using a four-layer match:
  • Explicit assignment: you added the tool directly from a stage's cell modal
  • DB mapping: the tool's built-in stage coverage list
  • Label match: your custom stage name matches a known stage archetype
  • Category inference: keyword matching on stage name (e.g. "Discovery Call" → sales/CRM tools)
This means even custom stages like "Proposal Sent" or "Onboarding Call" will correctly pull relevant tools.
Can I have multiple grids?
Free accounts can create up to 3 grids. Pro accounts get unlimited grids. Each grid is independent: separate tools, stages, and names: useful for auditing different clients, business lines, or time periods. Switch between grids using the tabs at the top of the dashboard.
What views are available?
Grid view lays out all funnel stages as cards: best for editing and reading per-stage insights. Funnel view renders stages as a tapered shape, great for sharing with clients. Toggle the funnel direction button to flip to a post-close delivery funnel (Onboard → Retain → Expand → Refer). Notes view lists every tool with editable annotations. Process view maps your tools to a custom sales process (Prospect → Qualify → Demo → Close → Onboard).
How is the stack score calculated?
The score is a 0-100 number weighted across three factors:
  • Stage coverage (70%): what percentage of your funnel stages have at least one tool
  • No overlaps (20%): full 20 points if zero duplicate-category tools exist
  • Tool breadth (10%): up to 10 points based on total tool count (capped at 5 tools)
A score of 80+ indicates a well-structured, gap-free stack. Below 50 means critical stages are uncovered.
What's included in the free plan vs Pro?
The free plan includes up to 3 grids, all views (Grid, Funnel, Notes, Process), 500+ tool database, import, export PDF, and stack scoring: everything you need for a full audit.

Pro ($19/mo) unlocks unlimited grids, priority support, and first access to new features as we build them: including AI-powered stack intelligence.
Ready to audit your stack?
Takes under 10 minutes. No signup required: just open the dashboard and start mapping.
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