Jalon - Pipeline Analytics and Forecast Calls Built on Nightly Snapshots

Home, pipeline snapshot, my forecast call, deal inspection with 6 preset tabs and deal detail. Every one of the 28 demo deals opens its own detail page with history, pushes and notes.

Pushed 2 or more times, no activity in 14 days, Commit before the Proposal stage, close date passed, no next step, and more than 1.5 times the median days in stage. Each flag states its reason.

A call that moves more than 10% from last week cannot be submitted without a comment. Submitted calls are never overwritten: a resubmission becomes version 2.

24 open and 4 closed this quarter across a 6-rep team in Québec, 6 rep calls for week 13 with 5 submitted, 2 US-dollar deals at the plan rate of 1.36 and 13 weeks of quarter progress and forecast history.

A Pushed Deal Looks Healthy

On the day you look at it, a deal moved into next quarter for the third time looks exactly like a new one. Only a daily history of close dates, stages and amounts shows slippage, shrinkage and deals that quietly stall.

Calls Nobody Could Score

Managers typed over their reps' numbers in a shared sheet, so after the quarter nobody could say whose call had been closest or at which week the forecast became reliable. Every call at every level has to be kept as submitted.

Numbers People Argued About

"3x coverage" meant different things to different people. US-dollar deals moved with the exchange rate, and bookings in the board pack did not match what billing had invoiced. Definitions, a fixed plan rate and a clear line between bookings and revenue had to be built in.

Privacy and French by Default

Law 25 calls for a privacy impact assessment, protective defaults and notice of profiling, so rep scorecards can inform managers but never decide on their own. The Charter of the French Language and Bill 96 make French work tools the default.