What problem does it solve?
Provides revenue operations teams with rigorous, data-driven pipeline diagnostics that replace gut-feel forecasting and surface deals requiring immediate intervention. It reduces forecast misses by identifying velocity, engagement, and qualification signals that predict deal outcomes 30–60 days in advance.
Core Features & Use Cases
- Pipeline velocity analysis: Compute velocity from qualified opportunity counts, average deal size, win rate, and sales cycle length to reveal leading revenue signals.
- Coverage and quality-adjusted pipeline: Convert weighted pipeline into realistic coverage ratios by discounting stale or underqualified deals.
- Deal health scoring (MEDDPICC + engagement + velocity): Combine qualification depth, engagement intensity, and progression velocity into a composite deal health score for prioritization.
- Probability-weighted forecasting: Produce Commit / Best Case / Upside forecasts with confidence intervals using historical conversion, velocity weighting, and engagement adjustments.
- Actionable interventions: Rank at-risk deals by impact and feasibility and recommend explicit next steps (e.g., schedule economic buyer meeting).
- Use Case: Run a quarterly pipeline review to convert CRM exports into a probability-weighted forecast, surface the top 10 intervention deals, and quantify coverage gaps by segment.
Quick Start
Run a pipeline health analysis for the current quarter using a CRM export that includes stage, amount, close date, last activity, contacts, and MEDDPICC qualification fields.