Pipeline Diagnostic
Upload an opportunity export, get a scored health report showing where the real risk sits and what to fix first.
YOUR DATA NEVER LEAVES YOUR BROWSER. FILES ARE PARSED LOCALLY, NOT UPLOADED, STORED, OR TRANSMITTED.
BEST EXPERIENCED ON DESKTOP.
What you need
A CSV export of opportunities from Salesforce, HubSpot, or any CRM. Required columns: opportunity name or ID, amount, stage, close date, created date, and owner. Optional columns (forecast category, segment, last activity, next step) unlock deeper analysis. Include closed deals from the last few quarters to unlock win rate and velocity.
Drop your CSV here, or click to browse
Parsed locally in your browser. Nothing is uploaded.
METRIC DEFINITIONS: PIPELINE COVERAGE · WIN RATE · PIPELINE VELOCITY · FORECAST CATEGORIES