Restore forecast truth.

Make pipeline, ARR, and renewals decision-grade. A fixed-scope 2-week diagnostic to find the error, fix the definitions, and install a plan you can trust.

Start within 10 business days

Book 15-min fit call Or message "DIAGNOSTIC" on LinkedIn →

"We must get this guy to fix our mess."

Common sentiment from teams under forecast pressure.

What you get in 2 Weeks

Forecast Error Tree

Metrics Trust Map

2 Exemplar Workflows

Common Triggers

You have a BI tool and a CRM, but you don't have trust. The diagnostic is designed for teams experiencing these specific failure modes:

Forecast misses that nobody can explain clearly.
Pipeline quality disputes (Sales says X, Finance sees Y).
Renewal & Churn surprises appearing at quarter-end.
Untrusted dashboards ("That number looks wrong").

The Goal: "Decision-Grade"

Integrity isn't about perfect data; it's about defensible data. We stop the debates by installing a specific system of record:

Definitions + Lineage Hard-coded logic for ARR/GRR/NRR. Traced back to CRM fields.

QA + Cadence Weekly operating rhythm that catches drift before the Board deck.

The Entry Offer: Forecast Integrity Diagnostic

I do not sell open-ended consulting. I sell a fixed outcome. This diagnostic gives you the "why," the "where," and the "how to fix it."

SKU 1 — Fixed Scope

$5,000 / 2 Weeks

A rigorous audit of your forecast logic, lineage, and definitions.

✓ Forecast Error Tree (Root cause analysis)
✓ Metrics Trust Map (Safe vs. Broken list)
✓ 90-Day Remediation Plan (with owners)
✓ 2 Exemplar Workflows (SQL/Python + SOP)
✓ Exec Readout (45-min with CFO/RevOps)

Is this for you?

Designed for companies ($50M–$500M) where spreadsheet reality no longer matches CRM reality.

Requirements:

Stack: Salesforce & Snowflake (or equivalent).
Exec Sponsor (CFO or VP) required for kickoff/readout.
Fit: Not for pre-revenue or early-stage startups without a warehouse.

Book 15-min fit call

2-Week Process

Week 1: Audit & Lineage

1. Intake & Access Reality check interview. Credential setup. Definition gathering.

2. Lineage Tracing Tracing metrics from Dashboard back to CRM input fields.

3. Breakpoint Analysis Identifying exactly where logic diverges (Sales vs. Finance).

Week 2: Analysis & Plan

4. Error Tree Construction Isolating miss drivers (Coverage, Conversion, Cycle, Renewal).

5. Remediation Plan Building the 90-day fix list + 2 Exemplar Workflows.

6. Executive Readout 45-minute presentation: What is broken, what is trusted, and the fix.

About Forecast Integrity Partners

I help CFOs and VP RevOps restore forecast truth. My background is in operational analytics and revenue systems—building the kind of governance that survives due diligence and board scrutiny.

I don't just point out errors; I provide the rigorous logic to prevent them from returning.

View LinkedIn Profile

FAQ

What do you need to start?

An exec sponsor (CFO/VP) and read-only access to your CRM and BI stack.

Do you fix the data during the 2 weeks?

No. This is a diagnostic. I identify exactly what needs fixing and create the plan + 2 exemplar workflows. Implementation is a separate phase.

What happens after the readout?

Two options if you want support executing the plan:
1. 8-week Implementation Sprint ($45k)
2. Implementation + Monthly Retainer ($45k + $12k/mo)
Most clients choose option 1.

Book the 15-minute fit call

What we cover:
1. Where your numbers are breaking (Pipeline, Renewals, or Definitions).
2. Confirming sponsor alignment (CFO/RevOps).
3. Next available start date.

Book now