ERP & CRM Services

CRM Analytics

Forecasts and pipeline analysis you can run a business on.

Overview

Forecasting from stage percentages produces confident nonsense. We build analysis on what actually predicts closing in your data — deal age, activity, stage movement — and report conversion honestly by segment, so sales management is arguing about causes rather than about the numbers.

What the engagement covers

  • Pipeline analysis by stage, age and velocity
  • Forecasting calibrated against your own closed history
  • Conversion and loss analysis by segment and by source
  • Activity metrics chosen so they cannot be gamed
  • Dashboards for reps, managers and the board, separately

What you leave with

  • Forecast accuracy that can be measured against outcome
  • Visibility of where deals actually stall
  • One set of numbers in the sales meeting

CRM Analytics, scoped to your estate

Tell us where you are and what it has to be worth. We will come back with a scope, a sequence and a number.