01
Discover
Existing data sources, tracking and reporting audited across marketing, sales and finance, with gaps and conflicts identified.
Output: a documented current state, including where the numbers disagree.
Revenue Intelligence
See the full revenue picture.
RevOps architecture, pipeline visibility and forecasting that connect every stage of the funnel to revenue, so spend decisions are made on evidence rather than assumption.
What Is Revenue Intelligence?
Revenue intelligence connects marketing, sales, and customer data to create a clear view of what drives revenue.
It brings together pipeline, attribution, analytics, and forecasting so teams can see what is working, where opportunities are being lost, and where to focus next.
Why Most Revenue Reporting Cannot Be Trusted
70–79%
Median sales forecast accuracy, with only 7% of teams achieving 90% or higher.
Gartner
45%
Of sales leaders have high confidence in their organization's forecasting accuracy.
Gartner, State of Sales Operations Survey
79%
Of sales organizations miss their forecast by more than 10%.
SiriusDecisions
Signs You Need Revenue Intelligence
- Marketing and Sales Report Different Numbers
- Pipeline Problems Surface Too Late
- Forecasts Change Without Clear Reasons
- You Cannot Trace Spend to Revenue
- Teams Work From Different Data
- Leadership Lacks One View of Growth
What Revenue Intelligence Covers
Systems, data flow and process aligned across marketing, sales and customer success, so revenue data moves through one connected structure rather than three disconnected tools.
Content, process and tooling built around how deals progress, informed by what the data shows separates won deals from lost ones.
Live visibility into pipeline health, coverage and velocity, with risk surfaced before it affects the forecast.
Revenue connected back to the marketing and sales activity that produced it, across the full journey rather than the last touch alone.
Dashboards and reporting built around the metrics leadership is accountable for, not activity metrics that do not connect to revenue.
Predictive models built on historical conversion data, replacing judgement-based forecasting with a number the business can plan against.
How We Approach Revenue Intelligence
Revenue Intelligence runs Discover, Define and Evolve on The Pivot.
It wraps around Demand Generation, Conversion Rate Optimization, and Marketing Automation rather than sitting between them.
What You Walk Away With
Connected revenue data- Clear pipeline visibility
- Shared revenue definitions
- Attribution across the customer journey
- More informed forecasting
- Dashboards built around business outcomes
- Systems and documentation your team owns
What We Work With
RevOps and attribution
- Dreamdata
- HubSpot
- Salesforce
- Clari
Analytics and BI
- Looker
- Power BI
- Tableau
- Segment
Forecasting
- Salesforce Einstein
- Clari
- custom predictive models
Sales enablement
- Gong
- Outreach
- Salesloft
Common Questions
Where revenue comes from, how your pipeline is performing, and which activities are contributing to growth.
Usually not. Revenue Intelligence is built around the systems you already use, unless they cannot support the required data or reporting.
Yes. CRM, campaign, customer, and pipeline data can be connected to create a shared view of the revenue journey.
Yes. Historical performance, pipeline data, conversion rates, and other relevant signals can be used to make forecasting more evidence based.
The model depends on your sales cycle and available data. We define the right attribution approach before building the reporting around it.
Yes. Dashboards, definitions, workflows, and documentation remain in your systems and are handed over to your team.
Find Out Which Number Is Right
Bring your marketing, sales, and pipeline numbers together and see what they actually tell you.
Build Your Revenue Intelligence