The Shakedown · free forecast reality check

Get your forecast on track before you bet the quarter on it.

Your reps call the forecast. This scores every open deal on what your CRM actually shows: activity, close date history, stakeholders, deal age and next steps. You get a data-backed number and the questions to ask in your next pipeline review.

Your file is read inside your browser and is never uploaded to us. No sign up to use it.

Run it with me

Book 30 minutes on video. Have whoever runs your CRM pull one export, and we run it together on screen. You see every number as it comes up, and the file stays in your browser the whole time.

Book a walkthrough

Run it yourself

Already have the export, or someone who can pull it in five minutes? Upload it below and read your forecast in about a minute.

Run it yourself

Not the one who pulls CRM reports? with the export steps, ready to paste into an email or chat.

Export one file of every deal that was open, won or lost in the last 12 months. Open deals drive your forecast. Closed deals unlock the Race Replay, which shows why you win and lose.
Upload it here. It is read in your browser and never sent to us.
Read the forecast for the quarter up top, then the deals to question first below.

Upload your deals (CSV) Add closed deals Period Quarter target $ Required Rep Typical sales cycle days Sample pipeline, not your data

How to export your pipeline

Export one file with every deal that was open, won or lost in the last 12 months. In most CRMs that means filtering on close date or last modified date in the last 12 months and leaving stage open to all. Closed deals give you your real win rate, sales cycle and the Race Replay. Menu names vary by plan and version, so use these as a guide.

HubSpot

Open CRM, then Deals, and switch to the table view.
Edit columns to add: deal owner, amount, deal stage, close date, create date, last activity date, next step, number of associated contacts, deal probability, forecast category.
Choose Export, then CSV.

Salesforce

Create a new Opportunities report.
Add: opportunity owner, amount, stage, close date, created date, last activity, next step, probability, forecast category, and push count if your org shows it.
Export as Details Only, CSV.

Pipedrive

Open Deals in list view.
Add columns: owner, value, stage, expected close date, deal created, last activity date, next activity date.
Use the list's export option and pick CSV.

Zoho or a spreadsheet

Zoho: export the Deals module as CSV with the same fields.
No CRM: fill in our template, one row per deal.

Column matching

We match common column names automatically. Fix any that look wrong. A blank match skips that check; it never counts against a deal.

1. Forecast gapWhat your reps call, against what the CRM supports. A minus means the CRM supports less.

Rep forecast$0

Data-backed forecast$0Each deal weighted by its health score

Delta$0

Stewards' Reviews0Deals inside the Delta: rep is confident, data is not

2. Projected finishWhat is already won, plus the data-backed forecast, against your target.

Won so far–

Data-backed forecast$0Same number as above

Projected finish–

Quarter target–

3. Pipeline coverageOpen pipeline against what is still needed to hit target.

Open pipeline$0

Still needed–

Coverage–

Win rate–

4. Data qualityHow far to trust every number above. Pit Lane Inspection below shows the detail.

Data quality–

Deals scored0

Pit Lane Inspection

Can this data hold a forecast?

The Grid, worst first

Every deal gets a green, amber or red flag. The questions for your three weakest deals are below. Questions for every flagged deal come with the Forecast Audit, and every week with Telemetry.

Deal	Rep	Amount	Close	Rep says	Health	Why

Rep scorecard

Whose forecast needs the most questions?

Sorted by Delta: the gap between what each rep calls and what their data supports. Win rate uses their closed deals from the last 12 months.

Rep	Deals	Pipeline	Rep forecast	Data-backed	Delta	Avg health	Stewards' Reviews	Win rate

Race Replay

What your closed deals say about the next ones

These patterns come from your CRM fields. The real why behind a loss usually sits with the buyer, which is why we also offer short interviews with lost and won buyers.

Your forecast readout, ready to forward

Get your readout as a PDF

Page one is your forecast readout, built to forward to your CEO. Page two shows what else your file holds: the rep scorecard, Race Replay and the Driver Briefing questions for your one on ones, which come with the Forecast Audit and every week with Telemetry. The PDF is built in your browser and saved to your computer; your deals are never sent to us.

What we receive: your contact details and the summary numbers above. Deal names, amounts by deal and your file stay in your browser.

How a deal is scored

Every deal starts at 100.

Points come off for evidence that it is slipping. Every deduction is shown on the deal, so you can question the rep with facts.

Close date already passed: minus 35, and it can't score above red
Close date pushed once: minus 15; twice: minus 25; three times or more: minus 35
No activity in 15 to 30 days: minus 10; 31 to 60 days: minus 25; over 60 days: minus 35
Only one buyer contact: minus 15
No next step recorded: minus 10
Older than 1.25 times your cycle: minus 10; 1.5 times: minus 20; twice: minus 30
Stuck in one stage over 45 days: minus 10; over 90 days: minus 20
Close date parked in the last week of the quarter after a slip, or on an aging deal: minus 10
Three times your median deal size: minus 10

A deal can't earn a green flag with three or more warning signs, at twice your sales cycle, after two pushes, or after 30 days with no activity.

How to read it

70 and up, green flag. The data supports the rep.
40 to 69, amber flag. Ask for evidence before you count it.
Under 40, red flag. Move it out of the period until something changes.
Stewards' Review. The rep has it in commit or at 70% or more, and the score is under 50. Start your review here.
The data-backed forecast counts each deal at the lower of the rep's probability and its health score.
Coverage is open pipeline in the period against what is still needed to hit target. Projected finish is won so far plus the data-backed forecast, against target.
Data quality is the share of deals with a next step, recent activity, more than one contact, a future close date and an amount.

The CRO Cockpit

Want this on one page every week?

The Cockpit Readout scores every rep's deals each week, tracks coverage against your target and replays every closed deal, so the number you give your CEO, your board or your bank is one you can defend. Add Jeremy Elmore on your weekly pipeline call when you want someone asking the hard questions with you.

See the CRO Cockpit Start with a Forecast Audit Book a 15 minute intro

Want the gap checked deal by deal first? The Forecast Audit goes through every deal with your sales leader and rebuilds the number on evidence. Fixed fee, quoted on a call and credited toward the Cockpit setup.