Revenue PerformanceYour challenges / Challenge 03

Revenue
you can see coming.

“I find out how my quarter went at the end of the quarter.”

Your board, your investors or your bank ask you for a forecast. Your teams give you a gut feeling. We build the system that turns your pipeline into reliable numbers, month after month.

Talk to an architectWhat we build

Where we work on your cycle

  • Discovery, MQL to SQL
  • Negotiation, Win rate
  • Closing, Signed ACV
  • Expansion, NRR
From first meeting to signature, then account expansion: everywhere your forecast takes shape.
Sounds familiar

Your numbers live in a few people's heads. Nowhere else.

  • Your forecast is rebuilt by hand in a spreadsheet at the end of every month.
  • Pipeline stages mean something different to each rep.
  • Big deals slip from one quarter to the next and nobody sees it coming.
  • The CRM and finance give two different numbers for the same month.
  • When a rep leaves, visibility on their accounts leaves with them.

Who it is for

The teams and roles who live with this problem every day, and what changes for them.

  • LeadershipCEO, Managing DirectorA number you can commit to in front of the board, with no end-of-quarter surprise.
  • FinanceCFO, Finance DirectorA sales forecast aligned with budget and cash flow.
  • SalesSales Director, CROA readable pipeline, gaps spotted early, faster decisions.
  • SalesSales managersUseful pipeline reviews, focused on the deals that matter.

What we build

Four workstreams, prioritised from where you start.

  • Processes and tools

    A pipeline that means the same thing to everyone

    Sales stages defined by exit criteria, shared qualification, probability rules.

  • Data

    Data you can rely on

    Mandatory fields at the right time, clean-up, reconciliation between CRM and finance.

  • KPIs and steering

    A forecast that builds itself

    Forecast by category, rep commitment, forecast against actuals.

  • Organisation

    A steering ritual that holds

    Weekly pipeline review, leadership dashboard, board or investor reporting.

What AI changes here

Once the system is in place, AI makes it run faster.

  • Call notes update the CRM with no data entry.
  • At-risk deals are flagged before the pipeline review.
  • Leaders ask their question in plain English and get the number.
Deploy AI in your teams
# leadership

Forecast Agent

“Where are we on the quarter?”

  • €1.24M commit
  • 82% of target
  • +6 pts vs. last week

Brightlane · €180k No activity for 14 days(alert)

Kestrel · €95k Close date pushed back(alert)

Calculated from HubSpot, updated this morning

How we work

From diagnosis to numbers your teams deliver on their own.

  1. Diagnostic

    The Design Sprint measures the gap between your forecast and your actuals, and finds where it comes from.

  2. Build

    The squad delivers the priority workstreams in your CRM, with your sales managers and your finance leadership.

  3. Autonomy

    Your teams run the rituals. We stay until the gap between forecast and actuals holds.

The tools we deploy most

  • HubSpot
  • Salesforce
  • Modjo
  • Notion

And the tools you already have: we start from your stack.

Your contacts

The Ocobo experts on this challenge.

No salesperson followed by a junior: the people you meet at the first meeting are the ones who build with you. Hover over or tap a card to find out more.

Talk to one of them

  • Jeanne Hebben

    Senior Revenue Operations Manager

    Revenue Performance expert

  • Thomas Sionville

    RevOps Manager

    Revenue Performance expert

What is the gap between your forecast and your actuals?

In 30 minutes, a revenue architect measures it with you. You leave knowing where to start.

Talk to an architect

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