Pipeline Leak Audit

Current Service

Services

Sales

Pipeline Leak Audit

Find and quantify where deals fall out of your pipeline so you can stop revenue from disappearing between stages.

Pipeline Leak Audit

Foundation

What clients tell us

What clients tell us

The companies that come to us for a pipeline audit usually have a pipeline that looks healthy on paper. Volume is there, stages are populated, close dates are set. What they've noticed is that the math doesn't add up: pipeline should be converting to revenue at a higher rate than it is. The leak audit shows them exactly where deals are disappearing, how long they've been leaking, and which segments are driving the loss. Usually the problem has been running for at least two quarters before anyone named it.

What it solves

What it solves

Pipeline leaks are rarely dramatic. Deals don't usually die in one obvious failure. They stall quietly, get pushed from one quarter to the next, and eventually get marked closed-lost with a note nobody reads. By the time a pattern is visible in the aggregate numbers, it's been running for months.

The hard part is that standard pipeline reports show you current state, not the history of how deals moved. A deal sitting in Proposal stage looks identical whether it entered two weeks ago or six months ago. Without stage history analysis, you can't tell a healthy pipeline from one that's full of deals that have been there long enough to stop being real.

What we do

We extract full deal stage history and analyze how deals actually move: entry timing, progression rates, regression patterns, and stall points. We calculate what normal deal progression looks like in your data, then identify deals and patterns that fall outside it.

The output is a ranked list of where deals are leaking, what the characteristics of leaking deals look like, and which stage transitions represent the highest-value intervention points.

For context on what this type of analysis typically surfaces, read where pipeline value disappears before it becomes revenue.

Deliverable

A pipeline health report with stage-by-stage velocity analysis, leak point identification and quantification, deal health scoring for the current open pipeline, and specific recommendations for process changes, stage criteria, and coaching priorities.

Outcome

A pipeline that reflects reality instead of optimism. Forecasts that account for deal health, not just deal value. Coaching conversations that start with data instead of intuition.

How Fendrix Recovered $1.2M in Stalled Pipeline and Closed $400K Within 60 Days — recovered $1.2M in stalled pipeline and closed $400K within 60 days.

See how it worked in practice: Vantage Capital recovered 18% of lost pipeline.

Best Fit

If you have at least 12 months of deal data in your CRM and your pipeline forecast consistently misses, or if deals keep appearing in the pipeline long after they should have been qualified out, this engagement will show you exactly what's happening and where.