Revenue Integrity Audit

Who this is for

Revenue ops teams, sales leaders, and CMOs who need to trust their pipeline numbers — but can't. Agencies auditing CRM exports before delivering reports to clients. GTM leaders preparing for board reviews or QBRs who suspect the funnel metrics aren't telling the full story.

What problem this solves

CRM data degrades silently. Stages get skipped. Deal amounts are left blank. Lead sources default to "None" or "Other" when no one mapped the UTM. Close dates drift forward every quarter without anyone questioning it.

Most pipeline reports show what's in the funnel. They don't surface what's structurally wrong with the data underneath. Bad data produces bad forecasts, misattributed revenue, and channel decisions based on noise rather than signal.

Why you can't do this yourself

Properly auditing a CRM export requires statistical analysis across hundreds or thousands of rows: completeness scoring per field, stage progression logic that detects skipped or backward-moving deals, channel aggregation that surfaces unattributed volume, and confidence weighting that accounts for missing values rather than ignoring them.

Manual spreadsheet review finds obvious errors but misses systemic patterns. Most ops teams don't have time to build this from scratch — and by the time the problem surfaces in a report, the forecast has already shipped.

What breaks without this

Forecasts built on deals with no amount. Revenue attributed to channels that don't exist. Conversion rates inflated by skipped pipeline stages. Leadership reports that look clean but sit on top of structurally broken data. Quota decisions made on a funnel that hasn't been validated since the CRM was set up.

What this tool does

• Parse any standard CRM export — Salesforce, HubSpot, Pipedrive, and others
• Auto-map column names to standard fields (channel, stage, amount, dates, outcome)
• Score data completeness and confidence across 6 key pipeline dimensions
• Detect stage progression anomalies: skipped stages, backward movement, stale deals
• Aggregate channel attribution and flag unattributed or mislabeled volume
• Compute Revenue Quality Score (RQS) and Revenue Distribution Index (RDI)
• Surface prioritized warnings with an executive-ready summary

What you get

A structured audit report with a composite data quality score, channel breakdown, stage funnel analysis, confidence metrics per field, and ranked warnings that tell you exactly what's broken and why it matters. An executive summary you can paste directly into a slide or forward to leadership.

What it does NOT do

This tool does not fix your CRM, write data back, or connect to any external system. It reads your CSV export and returns an analysis — nothing more. No data is stored: your file never leaves the server session and is not written to disk. If you need ongoing pipeline monitoring or CRM integration, that's a different tool.