Revenue Intelligence
Built on top of your CRM, ERP, and finance systems. AI briefs explain what moved, what is blocking the next move, and what to do.
Only 25%
Of middle-market companies that use AI have it integrated across their core operations. The rest run pilots at the edge while executives keep rebuilding the picture by hand.
The math behind the gap
Between when a trend starts and when the executive team can act. Every week is pipeline at risk.
Per quarter the CFO spends rebuilding the board package instead of stress-testing the next move.
Of mid-market revenue forecasts miss target by more than 10%.
This is not a data problem. It is an architecture and visibility problem.
How it works
Three executives, three different revenue numbers. None of them wrong. None of them the same.
Step 01
QTD revenue, open pipeline, forecast accuracy, and coverage ratio in one view. Click Generate Brief and the AI names the rep, the dollar figure, and the next move.
Step 02
Total open pipeline, weighted forecast, win rate, and coverage ratio. Pipeline by stage. Deal age vs. your 90-day benchmark. Proposals at risk, sorted by days since sent.
Step 03
6-month rolling forecast vs. actual, misses flagged in red. Quarter-end projection updated daily. A variance table that names the dollar and percentage gap by period.
Step 04
The board summary, ready when the meeting is. QTD revenue by product family, revenue by month, top 10 accounts. The AI brief travels in the document, not as an afterthought.
One dashboard pulling from CRM, ERP, finance, and Sales Velocity. Revenue by product family, by channel, by rep, on the same screen.
Click Generate Brief on any view. The system reads the underlying data and returns a 3 to 5 sentence brief naming specific reps, dollar figures, and the next action.
6-month rolling forecast vs. actual. Quarter-end projection. Variance tracking. The forecast your board can trust, updated every day.
The differentiator. Every revenue gap traced to the stalled proposals and slipping deals behind it, from the sales floor to the board deck. Synthesis no standalone dashboard can produce.
Board summary, pipeline status report, and weekly executive digest. The AI brief travels in the document, not as an afterthought.
CEO sees the executive summary and revenue dashboard. CFO sees revenue actuals and forecast accuracy. CRO sees pipeline health and rep attribution. One source of truth. Three views.
Your CEO sees the picture. Your CFO closes the books. Your CRO sees the gap before it becomes a miss.
Three execs, three numbers, none aligned in time to act.
One number, every Tuesday. The room decides before the gap becomes a miss.
2 to 3 days per quarter rebuilding the package. The CFO is the bottleneck.
Board summary on demand. The CFO stress-tests the next move instead of reconstructing the last quarter.
A number your CFO defends.
A number that improves every quarter, tracked transparently.
Two to three days on-site with your team. The Workshop happens here, plus pre-work and a board-ready deliverable.
We do the work most vendors skip. We interview your CEO, CFO, CRO, and finance lead. We pull your actual numbers: revenue accuracy across systems, forecast variance over the last 4 quarters, decision lag from trend-start to action, board package burn. We build the revenue model from your data, not industry averages.
Within 7 to 10 business days you receive a digitized workflow map, a build roadmap, and a board-ready business case: revenue baseline, the gap, projected impact, payback period, IRR. Something your CFO can stress-test and your board can approve.
Yours to keep, whether you build with us or not.
Core build
6 to 10 weeks.
We build your instance of Revenue Intelligence configured for how your executive team actually makes decisions. Data sources, metrics, forecast methodology, AI brief prompt architecture, and role-based views, built around your decision cadence, not a generic template.
The metric we agreed on after the Diagnostic is the metric we commit to in the build contract. Not a feature list. Not a delivery milestone. A revenue outcome. We deploy, connect your data sources, tune the AI brief to your business, and own the workflow change until the number moves.
Monthly engagement. Pricing based on need.
The build is the beginning. After go-live we stay in the business. Prompts evolve with your reporting cadence. New data sources connect in as your stack changes. The AI brief sharpens every quarter as it learns what moves your numbers.
We stay accountable to the metric. If the number is not moving, we say it first. You do not manage a vendor. You have a partner with skin in the outcome. Features earn their place by moving the metric. Everything else gets cut.
Every proposal, response time, and win rate flows into the executive layer in real time. Your CRO sees pipeline health by rep, by product family, by stage, every Tuesday. The gap on the dashboard traces straight back to the deal behind it.
Five minutes. Six questions. The report tells you what the gap is worth in your business.
