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PIPELINE FORENSICS

How much of your forecast is real?

And which renewals are quietly at risk. The forensic answer, from your own pipeline history, in days rather than months.

Hiring plans, management commitments, cash burn, the bonus pool: all of it rests on a consensus forecast that somebody believes. The biases that make that number less reliable than it looks are already sitting in your CRM history, in the gap between what was predicted and what actually happened. Nobody looks there. Pipeline Forensics does.

Cross sector, especially… Financial Services | Fintech | Media

THE PROBLEM

Everything rests on a number nobody has audited

A forecast is a consensus, and consensus is not evidence. It carries the optimism of the person who built the deal, the pressure of the quarter it was built in, and a set of habits nobody has ever measured. Those habits are systematic, which is the useful part: a bias that repeats is a bias you can correct for.

The record of it is already in your CRM and other applications or spreadsheets. Every deal that was predicted to close and didn't, every stage that took twice as long as it was supposed to, every renewal that looked safe until it wasn't. That history is the raw material, and we analyse it.

Repeating white pillars receding into the distance
PIPELINE FORENSICS IN PRACTICE

£7m of an £11.5m forecast was never going to convert

A growth-stage life-sciences platform came to us ahead of an exit. Forensic reconstruction of fifteen months of CRM history identified £7m of pipeline that would not convert, against a forecast of £11.5m.

The investor took the finding into exit negotiations, with the audit trail to back it. That last part is the point: a finding you can follow all the way back to the record it came from is a finding you can defend in the room.

Hands typing on a laptop showing a pipeline analysis
WHAT IT REVEALS

What comes back

01Forecast adjustments, deal by deal, with the empirical evidence behind each one and its statistical significance
02Where sales effort is going into leads that your own history says are unlikely to land
03Where reallocating specified resource would raise sales yield, with the revenue uplift quantified, confidence intervals attached, and a roadmap for doing it
04At-risk renewals, ranked, each with the early-warning signal that flagged it
05Your own data back in Excel, with every finding traceable to its source
FOUNDED IN EMPIRICAL EVIDENCE

Your history, not somebody else's benchmarks

Findings rest on your own empirical history. Not assumptions, not industry averages, not what worked at a company that looks a bit like yours.

Confidence intervals run through the whole thing, so you know exactly how much weight to put on each finding rather than having to take it all on trust.

On one engagement, our forecasts were back-tested twenty months on. The forensic forecast came in at 98 to 99 per cent accuracy.

RAPID TURNAROUND

One week, and no IT project

Your data, your priorities, our platform. It works with any CRM or data export, and it is built to fit transaction timelines rather than hold them up.

  • One week of work from start to findings
  • Works with any CRM, or a straight data export
  • Designed to run to a transaction timeline
  • If you are on HubSpot, the history needed is already being captured. Extraction takes about five minutes
Laptop and notebook on a desk mid-analysis
WHO IT IS FOR

Who this is for

  • Anyone whose hiring plan, cash burn or bonus pool is built on a forecast they have not independently tested
  • Boards and investors who need a defensible number ahead of a transaction
  • Sales leaders who suspect effort is going into the wrong deals but cannot prove which
  • Anyone carrying renewal revenue they are quietly not sure about
Open-plan office with meeting tables and glass walls
FAQs

Questions we get asked

How long does it take?

One week of work. It is built to fit a transaction timeline rather than delay one.

What do you need from us?

Your CRM history. It works with any CRM or a data export, and on HubSpot the extraction is a five-minute job because the history we need is already being captured. There is no IT project in this.

What do we actually get at the end?

Deal-by-deal forecast adjustments with the evidence and significance behind them, a ranked list of at-risk renewals with the signal for each, a resource reallocation plan with the uplift quantified, and all of it back in Excel with every finding traceable to source.

How is this different from our own forecasting?

Your forecast is a consensus of what people believe. This is a measurement of what has actually happened before, applied to what they currently believe.

What does it cost?

It varies a good deal, because the work is built around your data and your priorities rather than sold as a package. Get in touch and we will talk through what Pipeline Forensics would look like for your business, and what it would cost.

Get in touch

What does your pipeline history say about your forecast?

If you would like to find out, we are happy to have a conversation about it with no strings attached.

Enquiry