Historical comparisons
Timing and slippage cutoffs use observed winning performance from a strictly earlier CRM snapshot. The cohort starts with segment and sales motion, broadening only when needed for at least 20 valid deals.
REVENUE RECOVERY / PRODUCT APPROACH
For B2B SaaS sales leaders who need a sharper pipeline review: see which deals need attention, inspect why they are flagged, and make the intervention accountable.
Local prototype · Synthetic CRM demonstration · Salesforce integration planned
Evaluation · Rep 28
WHAT DESERVES ATTENTION
159 days since answered external activity (2025-07-25); internal reviews and no-response attempts excluded.
EXPLAINABLE BY DESIGN
Timing and slippage cutoffs use observed winning performance from a strictly earlier CRM snapshot. The cohort starts with segment and sales motion, broadening only when needed for at least 20 valid deals.
Percentile selection, minimum sample, scoring weights and logical CRM checks remain documented assumptions. A risk score is an additive evidence index, not a calibrated chance of losing a deal.
Missing or contradictory CRM records reduce confidence. Unavailable history leaves timing rules unscored. Historical evaluations exclude events that were not yet recorded at the reference date.
The value of at-risk opportunities is not the amount you can necessarily recover. The prototype does not estimate recovered revenue, expected loss or causal intervention uplift.
WHAT YOU CAN USE
The local application imports CSV snapshots, ranks opportunities, exposes the underlying evidence, compares historical performance and tracks interventions with owner, due date, status and outcome.
This website shows precomputed examples from the synthetic dataset. Public signup does not provide CRM dashboard access or a Salesforce connection.
Explore the workflowThe existing free beta helps you investigate a sales-process concern, identify what to check and take a practical exercise into a team discussion. An account is required; no payment is collected.
Start a process reviewSTART WITH A CLEARER NEXT MOVE
Explore Revenue Recovery with synthetic CRM evidence, or start a free Sales Process Review to investigate a concern with your team.