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Pipeline and forecast check

A quick check on whether the deals you have open can get you to this period’s target. You need four numbers: the target, what you have already won, the value of open deals, and the share of deals you usually win.

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What all our work is for

Performance, backed by compliance and quality.

01

Performance

Leaders and managers who decide faster and on better information. You see it in margin, cash, complaints and the time work takes.

02

Compliance

Each rule that applies to you has an owner, and the proof is on file, so managers are not firefighting.

03

Quality

The work is done the same way each time and checked, so managers can trust the figures they get.

Common questions

Is anything I type saved or sent?

No. Everything is worked out on your own screen. Shut the tab and it has gone, and we never see a figure.

Is the result advice?

No. They are rough self-checks to help you decide where to look first. A diagnostic is how we would check the same things properly, with your real records.

Your next step

Want a second pair of eyes on the result?

The free 30-minute call is the usual first step with us. Too early for a conversation? Run the founder health check on your own; you end up with a score out of 24 and the one area we would look at first.