Schedule a 15-Min Call
TechCXO Logo
Schedule a 15-Min Call
  • Functional Roles
        • Functional Roles

        • CFO
        • CSO
        • CRO
        • CMO
        • CTO
        • COO
        • CIO
        • CEO
        • CPO
        • CISO
        • CHRO
        • Project Management
        • Sales Training and Development
        • Recruiter
        • Other Finance Roles
        • Office of the CFO
  • Finance & Accounting
    • Finance and Accounting Services
      • Accounting Systems
      • Internal Controls
      • Monthly Close
      • Cash Management
      • Financial Reporting
      • Capital Requirements
      • Board Support
    • Financial Strategy
      • Forecast and Modeling
      • Debt and Equity Financing
      • KPIs
    • Transaction Support
      • Due Dilligence
      • M&A
    • Investor & Transaction Services
      • Front-End Due Dilligence
      • Post-Deal Integration and Assimilation
      • Outsourced Operating Partner Capabilities
      • Transaction Assistance
      • Workouts, Turnarounds and Distress
  • Revenue Growth
    • Revenue Operations
      • Metrics
      • Enablement and Training
      • Processes and Methodologies
      • Revenue Tech Stack
      • Messaging Alignment
    • Marketing Strategy and Services
      • Go-to-Market Planning
      • Target Marketing
      • Product-Market Fit
      • Brand Building
      • Demand Generation
      • Performance Marketing
    • Sales Excellence
      • Key Account Management
      • Opportunity Management
      • Partner and Channel Development and Execution
    • Investor & Transaction Services
      • Market and Competitive Review
      • Quality of Programs
      • Forensic Sales Health, Pipeline and Forecast Analytics
  • Product & Technology
    • Technology Leadership
      • Product Development
      • Architecture & DevOps
      • Development Services
      • Emerging Technology
    • Product Strategy
      • Strategic Roadmaps
      • New Product Launch
      • Product Led Growth
      • Product Services
    • IT Services
      • IT Leadership
      • IT Strategy
      • Project & Program Management
    • Information Security
      • Cybersecurity
      • Security & Risk Assesments
      • HIPPA,SOC2,PCI Audit Prep
    • Investor & Transaction Services
      • Buy-Side Tech Dilligence
      • Sell-Side Tech Assesment
      • Post-Close Integration
      • Ongoing Fractional
  • Strategy & Execution
    • Strategy, Planning and Alignment
      • Mission, Vision and Shared Purpose
      • Corporate Strategy
      • Organization Alignment
      • Operational Excellence
      • Market / Business Assessment
      • Investment Cases
      • Operating Model Design
      • Asset and Behavior Assessment
    • Transformation Execution
      • Operational Model Execution
      • KPIs and Goal Attainment
      • Cross-Functional Initiatives
      • Change Management
      • Digital Transformation
      • Process Improvement
    • Growth Capabilities and Development
      • Go-to-Market Strategy
      • Market Entry and Expansion
      • Strategic Alliances
      • Strategic Negotiations
      • Product & Services Design, Portfolio, Pricing and Management
  • Human Capital
    • HR
      • Policy, Process, Standards and Compliance
      • Employee Relations and Development
      • Compensation and Benefits
    • Organizational Development
      • Culture Building
      • Scale a Business
      • Organizational Structure and Development
      • Performance Management
    • Recruiting
      • Search
      • Project Planning
      • Sourcing
      • Screening
      • Hiring
  • Industries
    • Industries

    • Consumer & Retail
    • Energy & Power
    • Financial Services
    • Healthcare & Life Sciences
    • Industrials
    • Media & Communications
    • Real Estate
    • Technology & Software
    • Business Services
  • About Us
    • About Us

    • History
    • Insights
    • People
    • Contact Us
    • Clients
    • Locations

Forensic Sales Health, Pipeline and Forecast Analytics

Investor and Transactional Services

Forensic Sales Health, Pipeline and Forecast Analytics

  • Revenue Growth
  • Investor & Transaction Services
  • Forensic Sales Health, Pipeline and Forecast Analytics

Uncover the Risks and Real Revenue Potential Hidden in the Sales Pipeline Before You Invest.

A sales pipeline provides a visual representation of sales prospects and their stages within the sales process. It outlines the number of deals expected to close in a set time frame, offering insights into quota achievements. Forecast management adds accountability, ensuring each opportunity is tracked and managed effectively throughout defined stages.

Schedule a 15-minute call
Email us for more info

TechCXO Sales Health, Pipeline and Forecast Analytics Services

TechCXO's Forensic Sales Health and Pipeline Analytics service is designed to provide investors with a comprehensive overview of a company's sales process, offering insights into the potential for revenue generation and strategic growth opportunities.

Leveraging pipeline and forecast management techniques, our service identifies key performance metrics and critical stages within the sales process to enhance decision-making.

Sales pipeline reviews and monitoring allow sales managers and salespeople to track deals by knowing exactly what happens in each of the business stages. This is of particular importance when sales managers and sales teams have the discipline to focus not on the top of the funnel (that is, the volume of leads) but rather on the quality of opportunities within the sales pipeline.

The importance of this service includes:

Improved Accuracy
Enhances management reporting, allows for responsive pricing and promotion adjustments, and elevates decision-making processes, leading to increased income.

Resource Allocation
Provides clarity on prospect status within the sales stages, aiding resource allocation and highlighting crucial deals.

Sales Team Management
Enables identification and resolution of potential sales challenges, facilitating a smooth transition through stages.

Deal Speed & Velocity
Pipeline tracking exposes the speed of deal conversion, alerting to performance inefficiencies and enabling strategic pivots.

  • Pipeline Velocity

  • Sales Forecast Health

  • Sales Forecast Accuracy

Pipeline Velocity

Pipeline velocity is a measurement of how well or poorly deals are moving through the pipeline vs. established goals.

For instance, if a pipeline has $100,000 worth of contract value, with a conversion rate of lead to a sale of 10%, then a $10,000 worth of new business is expected to be closed. Some software and applications may include scoring mechanisms, likelihood to close metrics and graphics, etc.

An improvement in any of the components within pipeline velocity can lead to sales growth.

The identification of improvements in the pipeline is helpful for the adoption and conversion of more prospects or to take remedial action. From different stages and prospects, the business can make more accurate pipeline analyses.

Notably, a well-structured sales pipeline allows the business to business sales to:

  • Improve the sales process.
  • Forecast future business outcomes.
  • Analyze the varying sales techniques and tools.
  • Manage and provide resources for closing business deals.
  • Review the progress of the current annual finances.
  • Know the extent of business targets.

Sales Forecast Health

A series of questions can quantify and qualify the health of your sales pipeline and forecast health.

Health Analysis
Quantity Do I have enough opportunities (X dollars) to meet my quota (3X)?
Quality Have I entered early into the buying process? Do I/we clearly understand the customers’ business needs?
Velocity How quickly are the deals moving through the pipeline? Are they getting stuck in any one step? Do we have the solution/product available?
Balance Is there a good balance between early, mid and late-stage deals?

Sales Forecast Accuracy

Here are four criteria to judge the accuracy of sales forecasts:

  1. Forecast is the cumulative value of deals that are far enough along in the sales process to be labeled “committed”.
  2. “Commit” is the revenue amount that is rolled into the region or company forecast.
  3. Confidence in the forecast comes from the number of transactions close enough to close in the reporting period.
  4. Forecast accuracy should be +/- 10%.

What to Expect

Expertise

TechCXO Finance partners have been involved in financial planning, investment, capital raising and many transactions, both from the sell-side and buy-side. We understand what is important in forecasting and modeling. You can be sure you will be getting expert and actionable advice.

Speed & Capacity

There is little to no learning curve when engaging a TechCXO partner. Each financial pro has led multiple organizations as a C-sute executive and moves quickly to provide unique insights.

Plan of Action

A team of trusted experts will pull together a clear plan of action – driving milestones, identifying risks, and establishing strong communication plans. This takes the onus off of the buy-side team to drive a swift plan of action.

Impact

Clear Analysis and Adjustments

Full buy-side and sell-side support

Thorough processes and procedures

Why choose TechCXO for Forensic Sales Health, Pipeline and Forecast Analytics.

TechCXO helped pioneer the on demand executive model in 2003 from a simple belief: high-potential companies can benefit from proven part-time and interim executives who they otherwise may not be able to access due to cost, availability, or they didn’t yet need them full time.

We have grown top-line revenue in our own firm every year since our inception due to reputation, referrals, and outstanding work.

We’ve helped more than 7,000 companies -- including billions in capital raises, exits, and transactions -- to date, from startups to Global 1000 companies.

Schedule a 15-minute call today

Our Team

Joe Gruca Headshot

Joe Gruca

Partner
Rich-Makover-Headshot-400x400

Rich Makover

Practice Managing Partner
Matt-Oess-400x400-1

Matt Oess

Partner

Related services

  • Market and Competitive Review
  • Quality of Programs

Insights

Essential Tech Due Diligence Skills: Reasons to Avoid the ‘We’ve Got a Guy’ Shortcut

09/17/2024
Read More

Technical Due Diligence: Benefits, Process, & How-to Checklist

09/10/2024
Read More
techcxo-inc-5000

TechCXO Returns to Inc 5000 List

08/28/2024
Read More

Questions?
Call Us or Email

If you’ve never outsourced or used executives on demand before, you’re sure to have a lot of questions. Don’t worry, we’re more than happy to answer them all.

And we know everything there is to know about this unique model. Schedule a call with us or send an email now.

Schedule a 15-minute call
Send us an email

Email us for more information

Name(Required)

TechCXO Logo-Reversed
About TechCXO

People
Clients
Contact & Locations
News

Executive Focus

Finance
Revenue Growth
Product & Technology
Human Capital
Executive Ops

TechCXO HQ

3423 Piedmont Rd., NE
Atlanta, GA 30305

LinkedIn Facebook X

Copyright 2025 TechCXO
Privacy Policy | Accessibility