Analytics
We analyse the pipeline, the conversions and the customer base. You find out which clients are worth the effort, where opportunities are lost and what healthy growth looks like — on data rather than on hope.
Who this is for
You have a full CRM. The question is what you do with it on Monday morning.
The account that brings half your revenue and the one that buys once a year are handled the same way. Effort is split evenly where value is not.
Every lead gets worked, because there is no way to tell which ones have real conversion potential and which only take up room in the pipeline.
You find out you lost an important account when it is already too late. The signals were in the data months earlier, and nobody was watching them.
At the start of the month the closing figure is an aggregated opinion. Nobody can show what it rests on, so nobody can challenge it either.
What you’re losing now
Your commercial team’s time is the most expensive resource you have. It gets spent either way — the question is on whom.
Without segmentation, the client worth three visits a year and the one worth one get the same treatment. Usually the loudest gets more.
A deal stuck for months stays “active” because nobody closed it. The pipeline looks healthy and the forecast does not hold.
Orders drop in the data before they drop in conversation. If nobody tracks it, the first signal is the invoice that stops arriving.
What you get
Six deliverables. The last one is the operational one: what the team does on Monday.
Visibility on every stage of the funnel: where opportunities stall, how long each stage takes and how much is lost between them.
Classified by potential, profitability and risk. Not by turnover, which is the easiest measure to reach for and the most misleading.
Not every large client is a profitable one. The analysis shows where the real value sits, with names rather than percentages by segment.
Dropping frequency, dropping average value, dropping response rate. Defined as thresholds, so they surface before the departure rather than after.
Which clients and segments to invest effort in, where to pull back, how to grow healthily. With the order in which to do it.
What gets checked, how often, by whom. Without it, the analysis stays a document that was read once.
How we work
The analysis ends in a plan the team can follow, not in a presentation.
Duration:
You tell us what the commercial process looks like today and which decision would help most: who to focus on, or why what is in the pipeline does not close.
Duration:
Conversion by stage, segmentation by value, identification of the profitable clients and of the risk signals.
Duration: In parallel with step 2
The commercial focus plan and the rhythm it gets checked on. From there the analysis refreshes itself with each month’s data.
Exact timing depends on how complete the CRM is and how many sources feed the analysis — we agree these with you upfront.
Evidence
Commercial effort is split according to who asks for most, and the forecast made at the start of the month does not hold at the end of it.
Clients are segmented by value and risk, and the pipeline is cleared of what no longer moves. The forecast rests on measured conversion rather than on estimates.
The comparison describes what changes in how you work, not the measured outcome of any particular project.
What stops you
From the same stage
Sales tells you where the money comes from. Profitability tells you how much of it stays. The dashboard keeps both in view.
Know exactly where you make profit, where you lose, and how your cash-flow will look in 3–6 months. With “what-if” scenarios.
The metrics that matter, on one screen, updated automatically. Not fifty charts — the indicators you actually run the business on.
Who might stop buying, who might not pay, how much you will sell next month. Models trained on your own history, with the margin of error stated up front.
We analyse every table in your systems and surface what falls outside the pattern: repetitions, missing counterparts, unusual values, concentrations. No hand-written rules.
Next step
Tell us which decision you want to make better. We’ll tell you whether we can help, and how, concretely.