Your CRM records what your team expects to close – not how realistic those expectations are.
But buried in its history – how every lead actually evolved and turned out – are the systematic biases that distort your forecast. Three insights emerge:
Is your sales forecast real?
We find the revenue hiding in the pipeline you already have – the deals your forecast is quietly overstating and the segments quietly beating it – read straight from the deal history your CRM already holds.
This is the same forensic method we run for M&A and investor clients, now available directly to a limited number of sales teams each quarter, as a Forecast Reality Check.
No new data. No setup. Justified findings within days.
Three things your dashboard cannot show you
Is the forecast
real?
How optimistic it is – in which segments, at which stages, and from which reps the optimism creeps in.
Where do deals really die?
The stages where deals actually stall, versus where they are recorded as lost – so you see where the pipeline is truly leaking.
Where's the hidden yield?
The segments that consistently over-perform – so you can move effort to where it pays, recovering revenue from the pipeline you already hold.
The forecast you currently hold is a view – not a tested number. Each finding from the Forecast Reality Check is derived from your own deal history, with a confidence interval showing the weight of evidence behind it.
This doesn't replace your forecast: it shows you – with evidence – where the numbers require adjustment.
Free, for a limited number of teams this quarter.
Our Forecast Reality Review is what we charge for, so the Forecast Reality Check is on us: real, actionable findings, empirically grounded, not a teaser. For teams running HubSpot.
Your data never leaves your hands.
Our pipeline forensics runs on numbers alone: amounts, stages, dates, probabilities and reference codes which only you can match back to real deals and reps. No customer, deal or rep names ever leave your HubSpot portal.
It starts with a 20-minute call.
We use the call to assess whether your pipeline history is sufficient to yield significant findings – and to give you a preview of what the Check would surface: where the forecast is running optimistic, where deals are quietly dying, and where your recoverable revenue sits.
We run the analysis drawing from any of the major CRMs. Teams running HubSpot typically find the data-sharing step takes minutes.
The method behind the Forecast Reality Check is drawn from innovative forensic due-diligence work for M&A and investors.
Developed by Christopher Barker (ex-PwC, analytics founder) and proven on a live investor engagement before being offered to sales teams.