Report + Walkthrough · 3–4 weeks
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.
Who this is for
B2B commercial managers with 15+ active reps, quarterly board reporting obligations, and CRM data spanning at least four completed quarters.
What you receive
- Bound PDF report (40–60 pages) with annotated pipeline charts
- Stage conversion matrix segmented by deal size and region
- Forecast accuracy scorecard comparing commit vs closed revenue
- 90-minute walkthrough session with your commercial leadership team
Timeline & delivery
Three to four weeks from CRM export receipt to final walkthrough. Rush delivery (two weeks) available at 25% surcharge.
Location: Walkthrough delivered on-site in Busan or via secure video conference for regional teams.
Pricing basis: Fixed project fee — from KRW 4,800,000
Process
- Kickoff call to confirm scope, CRM fields, and reporting period
- Secure receipt of CRM export (Salesforce, HubSpot, or Pipedrive)
- Data cleaning and stage mapping validation with your sales ops contact
- Chart production and narrative drafting by senior analyst
- Draft review with commercial manager (one revision round included)
- Final report delivery and scheduled walkthrough
Included
- One CRM data pull covering up to 24 months of history
- Up to three deal-segment breakdowns (e.g., by region, product line, rep tier)
- One revision round on charts and executive summary
- Walkthrough recording shared within 48 hours
Not included
- CRM configuration or field mapping changes
- Ongoing dashboard maintenance or subscription access
- Win-loss interview fieldwork (available as separate engagement)
Why managers commission this review
Quarter close exposes gaps between what reps commit and what finance expects. This engagement isolates where deals stall, which segments convert fastest, and whether your coverage ratio supports the next quarter's target. The output is designed for the thirty-minute slot before your board—not a data dump.