Cybersecurity · Case study

From spreadsheet to board-ready forecast

Installed a full RevOps operating model - CRM, forecasting cadence and executive dashboards.

Metrics

Outcomes

-73%
Forecast variance
+41%
Pipeline coverage
12 wks
Time to install
Challenge

The problem

Board didn't trust the pipeline; forecast varied 30% quarter-to-quarter.

Solution

Our approach

Fractional RevOps leader ran a 12-week install with the CRO.

Implementation

How we shipped it

  1. 01Rebuilt CRM data model.
  2. 02Introduced weekly deal-review cadence.
  3. 03Deployed executive dashboard.
  4. 04Rolled out AE enablement.
Results

The outcome

Forecast variance dropped from 30% to under 8%.

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