Upload your Salesforce opportunity export. We flag duplicates, ghosts, stale dates, and stuck late-stage deals — ranked by weighted dollar impact.
Your file is parsed in memory and deleted after the scan. Nothing is stored. Anonymization replaces customer names with placeholders before any check runs — useful if your company’s data governance policy restricts uploading customer names to external tools.
Your weighted pipeline of $14.0M is overstated by roughly $2.2M. Three ghost deals at Monarch Aviation, Atlas Cloud, and Overtone Studios account for $513K; the remainder is late-stage deals stuck 90+ days in Proposal.
Generated from our test dataset of 808 opportunities. Every scan produces one like it.
| Issue | What it catches |
|---|---|
| Ghost deals No activity in 60+ days, still weighted as if they’ll close. | Open deals that are dead but nobody closed them out. |
| Duplicate opportunities Same deal entered twice at the same account. | Double-counted weighted pipeline, usually from data migration. |
| Stale close dates Close date in the past, stage still open. | Timing is distorted; quarter totals are wrong. |
| Misaligned closed stages Closed Won with future close date; Closed Lost with recent activity. | Revenue recognition and forecast both wrong. |
| Late-stage stuck Proposal or Negotiation for 90+ days. | 70–85% weighting overstates the forecast. |
| Stale amounts Active deal, but the number never changed. | Terms moved; forecast hasn’t. |
| Missing required fields Open deals without close date, stage, or amount. | Invisible to FP&A; forecast blind spots. |
| Concentration risk Top accounts driving a disproportionate share of weighted pipeline. | How binary is the forecast? Context, not exception. |
13 open deals with no activity in 60+ days, still weighted.
| Account | Owner | Note | Weighted |
|---|---|---|---|
| Monarch Aviation | Sarah Chen | No activity in 166 days | $275K |
| Atlas Cloud | Priya Patel | No activity in 159 days | $154K |
| Overtone Studios | Sarah Chen | No activity in 127 days | $84K |
| Halcyon Systems | Rachel Goldberg | No activity in 98 days | $72K |
| + 9 more | |||
Recommendation: Confirm each deal is real. Close-lost or mark as omitted from forecast if the deal has actually stalled.
Built by a former SaaS FP&A leader who ran this exact cleanup every Monday for seven years at a public software company.
Product decisions come from lived experience, not customer interviews about imagined pain. The seven checks are the ones I actually ran in Excel before every weekly forecast review.
The hygiene scan cleans your pipeline. The Modeler builds your 24-month forecast on top of it. Describe what you’re modeling, or upload your existing Excel model and have it audited and rebuilt with clean drivers and versioning.
No six-month Anaplan implementation. No proprietary formula language. Every cell inspectable. Shaping the v1 with a small cohort of SaaS FP&A leaders now.
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