SERVICES
Five areas of revenue analytics. Every one ends in a system your team owns.
Each service can run on its own or as part of a larger build. Every one includes documentation, training, and AI workflows for the parts your team will repeat.
Triangulated forecasting
Three independent views of the quarter: rep and manager commit, stage-weighted pipeline, and a quantitative model built on your historical conversion and timing. When they disagree, you see why before the board does.
Will we hit the number? Which deals carry the risk? Is our commit sandbagged or optimistic?
Forecast methodology, model, weekly call structure, and an AI-drafted forecast summary.
Pipeline, conversion, and velocity analytics
Median days in stage, stage-to-stage conversion, and win-rate drivers broken out by segment, source, product, and rep. The diagnostic layer behind shorter sales cycles and higher win rates.
Where do deals stall? Which pipeline sources actually close? How much coverage do we really need?
Stage benchmarks, a pipeline health view, coverage targets, and automated weekly pipeline notes.
ICP and intent signal analytics
An ideal customer profile built from your closed-won, expansion, and churn history, not from assumptions. Firmographic, technographic, and intent signals scored and routed into territories and account priorities.
Who is our best customer? Which accounts should reps work this week? Are territories balanced?
ICP model, account scoring, territory design inputs, and AI-generated account plans for reps.
Management cadence and performance systems
Scorecards, deal inspection, and forecast and pipeline meetings designed so managers coach to the numbers. Includes the RevOps role design and job descriptions to staff it.
Are our meetings producing decisions? Which reps need coaching, and on what? Who should we hire next?
Operating calendar, scorecards, meeting agendas, role charters, and job descriptions.
AI reporting and analysis workflows, built and handed off
The recurring work behind your revenue reporting, turned into documented AI workflows that run on your data and your tools. Built with review points so a person signs off before anything reaches leadership.
How do we get this every Monday without an analyst rebuilding it? What still needs a human?
Working workflows, a prompt and query library, runbooks, team training, and guardrails.
WAYS TO WORK TOGETHER
Start small. Scale only if it's working.
Discovery call
Free · 30 minutesWe look at what's breaking and whether I'm the right fit. If I'm not, I'll say so.
Revenue Analytics Diagnostic
Fixed fee 30 daysAn audit of your forecast, pipeline, and reporting. You get findings, a priority list, and a scoped build plan.
Build and Handoff
ProjectModels, AI workflows, documentation, and training, delivered against the diagnostic plan.
Analytics Advisory
MonthlyFractional revenue analytics leadership: forecast calls, board prep, and roadmap ownership.