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Pipeline Health & Forecasting System

$900M Cybersecurity firm

Project Description

Pipeline Health and Revenue Forecasting System
Data warehouses that store snapshots of CRM pipeline data throughout time can show powerful trended views that can sometimes predict the future more accurately than subjective forecasting methodologies.

Outcomes

  • Delivered an executive-level Pipeline Health and Revenue Forecasting System that was used for nine years.

  • System automated a highly manual and subjective forecasting process, and proved to be significantly more accurate.

  • Leveraged data from 30 past quarters to predict the outcomes of current and future quarters, detect sudden changes, and enable drill-down root-cause finding.

  • Tool was instrumental the ultimate multi-billion dollar valuation and sale of company

How Highgate Helped

  • Project Management

  • Data Discovery

  • Data Cleaning & Augmentation

  • Prompt Engineering

  • Executive Presentation

  • Rollout Planning

Project Statistics

100+

Number of Users

9

Years Run

1

Number of Spawned Commercial Products

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