Forecast that holds.
Pipeline you actually believe in.
Stalled deals padding the number. Close dates that came and went. One owner holding 40% of pipeline. Mega-deal outliers nobody’s pressure-tested. Accounts with five closed-lost in a row still showing up as “active.” Forecasts built on this make every Q-end painful — and every board meeting awkward. The Pipeline Audit reads your CRM export on your device, runs seven detector rules, and hands you a hygiene punchlist before your next pipeline review. Your pipeline never leaves your browser. No OAuth, no permission grant. Switch off your Wi-Fi and watch it work.
FROM YOUR CRM EXPORT — TO A FORECAST YOU TRUST
Seven things every RevOps lead checks before pipeline review.
The audit doesn't replace your CRM or forecast tool. It runs the pattern detection a senior RevOps analyst would do manually — the tedious work that's slow across thousands of opportunity rows.
Stalled deals
Open-stage deals with no recent activity for 60+ days. Pipeline rot — confirm next step or remove from forecast.
Past-close-date deals
Open deals whose expected close date has passed. Forecast accuracy red flag — re-stage or update.
Owner / stage concentration
Owners or stages holding more than 25% of total pipeline value. Key-person and forecast-risk signal.
Stale accounts
Accounts with no opportunity activity in 90+ days. Re-engage or close out — bloated account lists kill forecast clarity.
Duplicate opportunities
Same account + same amount within 30 days. Accidental duplicate or rep hand-off gone sideways.
Mega-deal outliers
Deals more than 3× the median deal size. High-impact deals worth a second forecast read from manager.
Closed-lost concentration
Accounts where multiple deals have been closed-lost. Pattern signal worth a post-mortem before pursuing again.
Sits next to your CRM and forecast tools, not against them.
If you already run Salesforce / HubSpot for CRM and Clari / Gong / Outreach for forecast and engagement, keep using them. They embed in the sales workflow — capture activity, automate sequences, roll up forecasts. Good at it.
This audit does the thing they don't — pattern detection on your raw pipeline data. The seven checks above are the kind of work a RevOps lead does manually in Excel after pulling reports. We do it in 30 seconds, on your device, and hand you a CSV punchlist of pipeline cleanup to take into your next review.
Most RevOps teams run this before the weekly pipeline review or quarterly forecast call: surface the bloat early, fix it inside your CRM, then run the formal forecast on clean data.
Nowhere. That's the whole point.
The audit runs entirely in your browser. Your pipeline export is parsed into an in-memory analytical database on your own machine and queried locally. No row of your pipeline is sent to our servers — or anyone else's. Close the tab and everything is gone.
No OAuth, no CRM permission grant, no app install — RevOps teams often can't install third-party packages without IT review, and we don't want that to be what stands between you and a clean pipeline. You can verify it with your Wi-Fi off.
Things you'd reasonably ask first.
What does the Pipeline Audit actually do?
It runs seven detector rules against your opportunity / deal export and returns the items a senior RevOps lead would flag before the next pipeline review: stalled deals, deals with passed close dates, owner / stage concentration, stale accounts, duplicate opportunities, mega-deal outliers worth a second forecast read, and accounts with multiple closed-lost deals.
Where does my data go?
Nowhere. The audit runs entirely in your browser using a local analytical engine. Your file is parsed into an in-memory database on your machine and queried with the detector rules. No row of your pipeline is sent to any server — ours or anyone else's.
Do I need to grant Salesforce / HubSpot access?
No. You export the opportunity / deal report from your CRM and drop the CSV here. No OAuth grant, no API connection, no permission scope. This is deliberate — RevOps teams often can't install third-party packages without IT review, and we don't want a permission grant to be the thing standing between you and a pipeline review.
Is this a replacement for Clari / Gong / Outreach?
No. Those tools embed in your sales workflow — forecast roll-up, activity capture, sequence automation. This is a free pipeline hygiene audit you run before your next pipeline review to surface the cleanup work — stalled deals, passed close dates, duplicates — that bloat your forecast.
How much data can I run through it?
Practical ceiling is about 1 million opportunity rows per run — covers most mid-market sales organisations over multi-year history. Larger datasets work but get slower; very large enterprise CRMs with millions of opportunity rows are better handled with the desktop premium tier when we ship it.
What does it cost?
Free. The web tool stays free permanently — it's how we introduce ourselves. If you want us to run the actual pipeline cleanup on your data, schedule re-runs on a cadence, or get a desktop version with direct Salesforce / HubSpot connectors, that's a separate paid engagement.
Run it before your next pipeline review.
Two minutes from "drop file" to a CSV punchlist of stalled deals, passed close dates, and duplicates to clean before forecast roll-up.
Run the audit →