Pipeline Snapshot

You're flying blind
and calling it data-driven.

Five numbers from your own deal data that most founders have never seen in one place. Two of them show what your data cannot tell you, which is usually the more useful half. Free, and built from your numbers rather than a template.

Request Your Snapshot

One CSV export from your CRM. No access, no install, no call.

What you get

Five numbers, and what they usually reveal.

01

Unattributed revenue

How much closed revenue cannot be traced back to a channel, in dollars rather than percent. Most teams have never seen this number, and it is usually larger than anyone expects.

02

Pipeline at risk

Open deals that have been sitting longer than 90% of the deals you ever closed. This one is a work list rather than an analysis, and it tends to get forwarded internally the same day.

03

Win rate by source

Does referral close at a different rate than outbound? The data is usually already there, unused. It sits directly under the first number, because the honest version is "here is what closes, and here is the revenue missing from this table entirely."

04

Open pipeline by stage

Where pipeline is piled up and how stale each pile is. Seeing the concentration and the age together is what turns a forecast conversation into a specific one.

05

Days to close, won vs lost

Losses almost always take longer than wins. How much longer is the clearest read available on how much time goes into deals that were never going to close.

The pipeline feels random because it is. These five numbers are usually enough to show why.

What it looks like

A page you can send round, not a slide deck.

Your snapshot arrives as a page you can open, share, and read without a walkthrough, downloadable as a PDF. Every number carries its window, its basis, and its caveat.

Sample data · illustrative only
Sample Company Inc.
Window · last 12 months Basis · created date Source · CRM
Unattributed revenue
$1.4M
38% of closed-won revenue cannot be traced to a channel. Blank, "Other" and "Direct" counted together.
Pipeline at risk
$820K
Open deals already older than 90% of the deals that ever closed. 14 opportunities.
Where deals come from
38% has no usable source
bar length is share of deals · number is close rate
Unattributed n=36 44% win
Paid n=29 32% win
Referral n=24 58% win
Partner n=17 51% win
Open pipeline by stage
$2.1M stuck in Proposal
bar height is open value · number below is median age in days
$0.9M
Qualified
21d
$1.3M
Discovery
34d
$2.1M
Proposal
87d
$0.6M
Negotiation
41d
Days to close
losses take 2.4x longer
median days from created to closed
Closed won n=61 48 days
Closed lost n=94 117 days
Read this first
38% of closed-won revenue has no usable source, so win rate by source describes the attributed share only. Stage-to-stage conversion and time-in-stage are not shown here: both need stage-transition history, which a CSV export does not carry. Limitations are named rather than smoothed over. A number you cannot trust is worse than no number.

Sample company, invented numbers. Yours is built from your own export, so the stages, sources, and shape of the problem will be your own.

How it works

Three steps, from export to Snapshot.

01

Tell me which CRM you use

The form below. HubSpot, Salesforce, Pipedrive, and Zoho are covered today. If yours is something else, say so and I will tell you honestly whether I can work with its export.

02

Send one export

Within two business days you get click-by-click export steps for your specific CRM. It is a standard deals export, usually under a minute. No access, no admin, no seat, no security review.

03

Get your page

Your five numbers, the flags worth looking at, and the limitations named on the page itself. Hosted for 30 days and downloadable as a PDF before it expires.

A person builds this, not a script. That is deliberate: the useful part of a snapshot is the judgement about what your data can and cannot honestly support, and that is not something you can automate yet. If the numbers cannot support an honest read, I will tell you that instead of dressing it up. That answer is often the most valuable thing a snapshot produces.

Request yours

Start with your own numbers.

Four questions. Within two business days I come back with export steps for your CRM.

Built for teams with at least 30 closed deals in the last twelve months, won and lost. Fewer than that and the conversion math is noise rather than signal, and I would rather say so now than after you have pulled the export.

One standard deals export from your CRM. No access granted, nothing installed, no obligation.

The export you send is used to build your Snapshot page and nothing else. I don't store it past that, add it to a list, or share it with anyone.

All the details, explained

  • What services do you offer?

    We begin with a discovery call to understand your business, audience, and objectives. From there, we develop a customized strategy and project timeline that fits your needs.

  • How do you start working with new clients?

    We begin with a discovery call to understand your business, audience, and objectives. From there, we develop a customized strategy and project timeline that fits your needs.

  • Do you work with all industries?

    We begin with a discovery call to understand your business, audience, and objectives. From there, we develop a customized strategy and project timeline that fits your needs.

  • What makes GrowthMotiv different?

    We begin with a discovery call to understand your business, audience, and objectives. From there, we develop a customized strategy and project timeline that fits your needs.

  • How long does it take to see results?

    We begin with a discovery call to understand your business, audience, and objectives. From there, we develop a customized strategy and project timeline that fits your needs.

  • Can you manage ongoing marketing for our brand?

    We begin with a discovery call to understand your business, audience, and objectives. From there, we develop a customized strategy and project timeline that fits your needs.