Decision Work Pipeline Check · by XALQ

Can your forecast withstand the board's hardest question?

Connect your CRM. In minutes, you get the read a senior Business Specialist would make of your pipeline: where the number holds, where it breaks, and what the board will ask before you have the answer.

No project, no platform to learn, no spreadsheet built the night before. A defensible read, written for whoever answers for the target.

Get my Check → See what you get
The blind spot

You have data to spare. What's missing is someone who reads it before the meeting.

The CRM is full. The team updates it, management follows up, the forecast goes out every week. And still the quarter close keeps being a surprise, because nobody has time to read the pipeline with the rigor of someone who will have to defend it.

The Check does that first read for you. It doesn't replace the CRM or ask your team to change its process. It reads what already exists and tells you, in boardroom language, what that number really says.

What you get

A read written for the board, not for the analyst.

  1. 01
    Forecast confidence index
    A score from 0 to 100 and the sentence that sums up the quarter.
  2. 02
    The three risks that most threaten the number
    With values and named opportunities, not generic categories.
  3. 03
    What the board will ask
    And where today's data can't support the answer.
  4. 04
    Data hygiene
    What needs fixing in the CRM for the number to be credible.
  5. 05
    The question the tool can't answer
    Because it's a decision, not data. That's where the conversation with XALQ begins.
How it works

Three steps. No made-up numbers.

Step 1
Connect the CRM
HubSpot or Pipedrive, read-only. Rather not connect? Upload a CSV export.
Step 2
The number is calculated
Coverage, slippage, aging, stage conversion, concentration. Calculated in code, traceable back to the CRM. AI interprets; it doesn't invent.
Step 3
You read, and decide
The read arrives on screen and as a PDF, ready for the meeting. In boardroom language, no tool jargon.
Where the machine stops
The tool shows where it hurts. Decisions belong to people with a name and accountability.

Every Check ends with a question no software answers on its own: what to do with what you just read. That is the Pipeline Diagnostic conversation, led by a XALQ Business Specialist with over 30 years in the field.

The Check fee is fully credited toward the Diagnostic. You don't pay twice to start deciding better.

To be clear
The Check is
  • A one-off read of your pipeline, built on your CRM's numbers
  • Written for whoever takes the forecast to the board
  • The entry point to Decision Work Pipeline
The Check is not
  • Another dashboard for your team to feed
  • A software subscription you run on your own
  • A promise of revenue growth

About your data: read-only access, no contacts or emails imported. Raw data deleted automatically within 30 days. You are the controller and XALQ the processor, under Brazil's LGPD.

Pilot open to a small group of sales leaders

Before the board, the Check.

If the next board meeting is already on the calendar and you still don't know where your forecast breaks, ask for the read now.

Get my Check → Discover Decision Work Pipeline