Reporting Readiness
Forecast Readiness Audit
Structured review of pipeline math, stage aging, and currency handling ahead of board reporting.
Overview
We trace how amounts roll into forecasts, highlight stale ownership, and produce a prioritized remediation list for finance and sales leadership.
Features
- Stage aging heatmaps by region
- Currency consolidation checks for KRW reporting
- Snapshot vs live variance analysis
- Opportunity split validation
- Territory overlap detection
- Executive summary with risk callouts
- Replayable SQL snippets for your BI team
Outcomes
- Cleaner board-ready forecast exports
- Shared vocabulary between finance and sales on coverage
- Documented limitations where data remains incomplete
FAQ
Will you change data during the audit?
No mutations occur in audit mode. Remediation is scoped separately if you choose to proceed.
Do you certify compliance outcomes?
We describe gaps and recommendations; formal compliance sign-off remains with your internal teams.
What if BI models disagree with CRM?
We document both sources of truth and recommend reconciliation owners rather than forcing a single answer.
Experience notes
“Forecast Readiness Audit surfaced currency drift we had hand-waved for two quarters.”