Service

One definition per number, written down.

Every meeting opens by reconciling instead of deciding, because three teams each carry a version of the same number.

FreeSystems diagnostic, read-only, a written report you keep
$2,000A month for the retainer, up to 15 hours a week
IncludedKaypo deal scoring, at no extra cost
SalesforcePower BIPendo

What this usually looks like

If two of these are true, the work below is the work.

Two dashboards answer the same question differentlyUsually a date basis or a filter, and always an argument nobody can settle.Costs you the meeting
The forecast is judgment with a spreadsheet attachedNo conversion history, so there is no method to defend when it misses.Costs you credibility
Why a quarter missed only becomes clear afterwardsToo late to do anything about it, and too late to learn from.Costs you the next quarter
Reporting gets rebuilt by hand every weekHours across the team, before anybody reads it.Costs you real time

What a month looks like

Read-only first. Nothing reaches production without your sign off.

Week one, write the definitionsOne per metric: the field, the filter, the date basis and the owner. In plain language, agreed before a dashboard exists.
Week two, build conversion historyBy stage, so the forecast has a method behind it rather than a feeling.
Week three, rebuild on topFrom the agreed definitions rather than patching, because a patched report carries its old assumptions invisibly.
Week four, hand it overDocumented, with a review cadence, so definitions do not drift back the moment attention moves.

What it has moved

+18 ptsOf forecast accuracy on the last engagement of this kind.
One definitionPer metric, with a named owner.
ZeroWeekly spreadsheet rebuilds after handover.

Read the engagement: building a revenue operations function from nothing.

Questions

What does reporting and forecast work cost?

It sits inside the retainer at $2,000 a month for up to 15 hours a week, Kaypo included. Anything outside the usual scope is agreed with you first, at no separate rate. The diagnostic that scopes it is free.

How does an engagement start?

With the free systems diagnostic. Read-only access, a written report with every gap ranked by what it costs a year, and the report is yours whether or not you continue.

What access do you need?

Read-only to start. Nothing is written, changed or deleted. Anything built later is staged in a sandbox and signed off before it reaches production.

Related services

Where this sits, and what it costs to fix.

Reverse ETL, and when your warehouse should drive the CRMFind what is broken, freeTick what is true and see what we would doWhy the forecast is wrongThe metrics that matterForecast accuracy up 18 pointsWhat everything costs

Let us look under the hood.

Read-only access to your systems, and a written report you keep either way.

Start the free diagnostic

Let's chat.

Thirty minutes. Tell us what you are working on and we will tell you on the call whether we can help.

Add your name and a work email so we know who we are talking to.

Thank you!

We will reach out to you shortly. If you have not heard from us by tomorrow, email hello@sapwood.io.

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