Analytics engagements for B2B pipeline decisions

Each engagement is a defined deliverable—report, workshop, or audit—with clear scope, timeline, and pricing basis. Select the work that matches your current quarter.

Pipeline analytics charts spread across a walnut conference table

Report + Walkthrough · Fixed project fee

Quarterly Pipeline Review

A full-cycle analysis of your B2B sales pipeline with stage conversion charts, velocity readings, coverage ratios, and forecast drift—delivered as an executive report with a live walkthrough.

Full scope & timeline →
Analyst reviewing CRM field mappings on a laptop beside printed deal records

Audit Report · Fixed project fee

Pipeline Health Audit

A focused diagnostic of CRM hygiene, stage definition consistency, and data gaps that distort your pipeline readings—completed in ten business days with a remediation checklist.

Full scope & timeline →
Commercial team gathered around a table reviewing forecast calibration charts

Workshop · Per session

Forecast Calibration Workshop

A half-day working session where your commercial team recalibrates commit criteria, inspects forecast drift patterns, and agrees on stage exit definitions—with printed reference cards for each rep tier.

Full scope & timeline →
Win-loss comparison charts and interview notes organized on a desk

Research Report · Fixed project fee

Win-Loss Analysis Report

Structured analysis of closed-won and closed-lost deals from the past twelve months, with pattern charts by competitor, deal size, and sales cycle length—plus interview summaries from up to eight stakeholder calls.

Full scope & timeline →