Executive overview

The SCO read-only thesis, pointed at the commercial engine: pipeline, forecast, attribution, retention, and billing - observed across the systems you already run.

What this is. A preview of a planned domain, not a live product. Revenue Intelligence is designed on the shared substrate - it would read CRM, marketing automation, customer success, product, and billing read-only, populate the shared sales_* / marketing_* / cs_* collections, and participate in the Lead-to-Cash workflow. Every figure below is synthetic.

$24.6M

ARR

+18% YoY

3.1×

Pipeline coverage

target 3.0×

109%

Net revenue retention

+3 pts QoQ

22%

Win rate

-2 pts QoQ

$4.2M

Forecast at risk

of $14.1M commit

11 mo

CAC payback

improving

1.3

Magic number

efficient growth

52 days

Sales cycle

+4 days QoQ

ARR trajectory & projection synthetic

Trailing 8 quarters actual, with a 4-quarter projection and confidence band.

Actual ARRProjectionConfidence band

Quarter at a glance

Bookings (QTD)$5.9M

Net new ARR$3.4M

Quota attainment87%

Avg deal size$96K

Logo count214

Signals worth attention

$1.6M ARR at churn risk across 2 enterprise accounts.

$2.1M stalled >60 days in Proposal stage.

$2.4M expansion signals across 6 healthy accounts.

Synthetic preview. In production every figure is derived read-only from the tenant's commercial systems, with SHA-256-anchored lineage as in SCO.

Pipeline

Stage-by-stage value, conversion, velocity, and where the quarter leaks - the commercial analogue of supply-chain leakage.

$44.0M

Open pipeline

3.1×

Coverage

52 days

Avg velocity

$2.1M

Stalled >60d

Open pipeline by stage read-only

Discovery$18.4M

Qualified$13.1M

Proposal$8.5M

Negotiation$5.0M

Won (QTD)$2.8M

$2.1M stalled >60 days in Proposal across 9 opportunities - the largest single drag on the quarter.

Stage conversion

Transition	Conv.	Avg days
Discovery → Qualified	64%	9
Qualified → Proposal	48%	14
Proposal → Negotiation	41%	18
Negotiation → Won	56%	11

Pipeline by segment

Enterprise$22.4M

Mid-market$13.9M

Commercial$7.7M

Pipeline created vs closed synthetic

Last 8 weeks, $M.

CreatedClosed

Synthetic. Reads opportunity + stage history from the CRM (e.g., Salesforce / Dynamics CE / HubSpot) read-only.

Forecast

Category roll-up, accuracy, and risk-adjusted commit - with the projection clearly marked as derived, not observed.

$14.1M

Commit

$19.8M

Best case

$11.2M

Worst case

$15.6M

AI-projected

Forecast accuracy synthetic

Commit vs actual, trailing 8 quarters ($M).

CommittedActual

Category roll-up

Category	Amount	Deals
Closed-won (QTD)	$2.8M	31
Commit	$11.3M	42
Best case	$5.7M	28
Pipeline	$24.2M	96
Quarter target	$16.0M	-

Risk-adjusted commit

Raw commit$14.1M

Less at-risk-$4.2M

Adjusted$9.9M

Risk-adjusted commit is $1.9M below target - close the Proposal stall to recover.

Calibration. The AI-projected figure is derived from observed deal signals; it carries no provenance hash (it is computed, not read from a source of record). Treat projections as guidance, not committed numbers - the same calibration applied to projections in the SCO platform.

Deals & risk

Deal inspection, scoring, and the risk signals that move the forecast - surfaced before the quarter closes.

Account	Stage	Value	Close	Score	Status
Atlas Components	Negotiation	$1.4M	Jun 28	42	at risk
Harbor Freight Co	Proposal	$1.2M	Jul 15	78	healthy
Cedar Industrial	Negotiation	$1.1M	Jun 30	61	watch
Northwind Mfg	Proposal	$0.9M	Aug 02	38	at risk
Beacon Supply	Proposal	$0.8M	Jul 22	55	watch

Risk signals (open pipeline)

Signal	Deals	Value
No activity >14 days	12	$3.1M
Champion departed	3	$2.0M
Single-threaded	18	$4.4M
Pushed ≥1 quarter	7	$2.6M
Discount > threshold	5	$1.8M

Deal-score distribution

80-100 (strong)34

60-79 (solid)55

40-59 (watch)41

0-39 (at risk)24

Synthetic. Scores combine CRM stage data with activity, multi-threading, and customer-success signals; every flag traces to its source records.

Lead funnel

Top-of-funnel through closed-won - conversion, velocity, and source quality.

Funnel conversion (trailing quarter) read-only

Leads12,400

MQL4,210

SQL1,730

Opportunity860

Won189

Conversion & velocity

Stage	Conv.	Avg days
Lead → MQL	34%	2
MQL → SQL	41%	5
SQL → Opp	50%	7
Opp → Won	22%	52
Lead → Won	1.5%	66

Lead source quality

Source	MQL→SQL	SLA met
Events	58%	96%
Outbound	44%	92%
Inbound / web	37%	81%
Partner	49%	94%
Nurture	26%	78%

Synthetic. Joins marketing-automation (e.g., Marketo / HubSpot) to CRM, read-only; SLA = lead-response-time target met.

Attribution

Where qualified pipeline and revenue actually originate - across multiple attribution models.

Pipeline contribution by source (QTD) read-only

Outbound$6.2M

Events$3.9M

Inbound / web$3.0M

Partner$2.1M

Nurture$1.3M

Events convert 2.3× better than inbound on a per-dollar basis - a reallocation signal, not a verdict.

Model comparison (revenue credit)

Source	First	Last	Linear	W-shaped
Outbound	38%	29%	33%	35%
Events	24%	18%	22%	23%
Inbound	19%	27%	22%	21%
Partner	12%	16%	14%	14%
Nurture	7%	10%	9%	7%

Top campaigns by influenced ARR

Campaign	Infl. ARR	ROI
Industrial Summit '26	$2.1M	6.4×
Supply-chain webinar series	$1.4M	4.1×
ABM - top 50 accounts	$1.2M	3.8×
Paid search	$0.6M	1.9×

Synthetic. Joins marketing touches to CRM opportunities and closed revenue, read-only; models computed, not read.

Retention & expansion

Where revenue is at risk after the sale, where it grows, and the cohort behaviour underneath the headline NRR.

109%

Net revenue retention

94%

Gross retention

$1.6M

ARR at churn risk

$2.4M

Expansion signals

NRR bridge (QTD) synthetic

Starting ARR to ending ARR, $M.

Logo retention by cohort synthetic

% retained by months since onboarding.

Health-score distribution

Healthy137

Neutral52

At risk25

Accounts to watch

Account	ARR	Signal	Renewal	Flag
Granite Parts	$420K	Usage -38% QoQ; health down	Aug 31	churn risk
Summit Logistics	$310K	Escalations up; QBR overdue	Sep 15	churn risk
Vertex Metals	$280K	Seat utilization >90%; new sites	Oct 01	expansion
Harbor Freight Co	$540K	Cross-module interest; champion active	Nov 20	expansion

Synthetic. Reads customer-success health + product usage + billing read-only (e.g., Gainsight, Amplitude, Stripe).

Segments & customers

ARR by segment, industry, and geography - plus concentration and the accounts that move the number.

ARR by segment synthetic

ARR by industry

Industrial mfg$9.1M

Distribution$5.6M

Automotive$4.0M

Aerospace$2.9M

Other$3.0M

Top accounts

Account	ARR	Segment
Harbor Freight Co	$540K	Enterprise
Granite Parts	$420K	Enterprise
Summit Logistics	$310K	Mid-market
Vertex Metals	$280K	Mid-market
Beacon Supply	$240K	Mid-market

Concentration & geography

Top 10 accounts31% of ARR

Largest single account2.2% of ARR

North America68%

EMEA21%

APAC11%

Synthetic. Aggregated read-only from CRM + billing; concentration is a risk lens, not a verdict.

Billing & RevOps

From bookings to cash - ARR/MRR movement, bookings vs billings, and collections health.

$24.6M

ARR

$2.05M

MRR

41 days

DSO

-3 days QoQ

97.2%

Collections rate

Bookings vs billings synthetic

Trailing 8 weeks ($M).

BookingsBillings

ARR movement (QTD)

Component	ARR
Starting ARR	$21.2M
New business	+$2.4M
Expansion	+$1.6M
Contraction	-$0.3M
Churn	-$0.3M
Ending ARR	$24.6M

Invoice aging

Current$1.84M

1-30 days$0.44M

31-60 days$0.20M

60+ days$0.09M

Synthetic. Reads billing read-only (e.g., Stripe / Zuora / Chargebee); AssetShop never executes payments.

Integrations & data

What would power Revenue Intelligence - the read-only connectors, the shared collections, and the cross-platform workflow it joins.

Revenue connectors

Read-only; conformance reported honestly (checks passed / total). Planned - not yet built.

Source	System family	Access	Conformance
Salesforce	CRM	read-only	0 / 12 (planned)
HubSpot	CRM / MAP	read-only	0 / 12 (planned)
Marketo	Marketing automation	read-only	0 / 12 (planned)
Gainsight	Customer success	read-only	0 / 12 (planned)
Amplitude	Product analytics	read-only	0 / 12 (planned)
Stripe / Zuora	Billing	read-only	0 / 12 (planned)

Shared collections (populated read-only)

sales_accountsaccounts

sales_opportunitiespipeline

sales_contactscontacts

marketing_campaigns / _leadsdemand

cs_customers / cs_health_scoresretention

Cross-platform workflow

Revenue joins the Lead-to-Cash contract.

Marketing→Sales→CS→Legal→Finance

Event busemitEvent / emitToTwin

Write pathaudit / approval only - OFF

Residencyper-tenant

Status. Revenue connectors are planned, not built - scaffolds would report 0 / 12 until wired and conformed. The shared substrate (schema, SDK, event bus, control plane) is the reason adding this domain is mostly connectors + analytics + views, not new foundation.

Signals & opportunities

Revenue signals across pipeline, retention, and pricing - read-only from CRM, CPQ, and billing. AssetShop surfaces what the data shows; it never edits a deal, price, or invoice. Figures are synthetic (Meridian Industrials).

9

Open signals

~$22M

Exposure

2

High severity

~$11M

Addressable

Detected signals synthetic

Each signal is an observation with a source lineage; confidence reflects how directly the data supports it.

Signal	Area	Severity	Magnitude	Conf.	Source
Pipeline coverage gap - Q3	Pipeline	high	2.3x vs 3.0x	high	CRM
Churn-risk ARR - mid segment	Retention	high	$4.8M	med	CRM + billing
Discount leakage above policy	Pricing	medium	$2.1M	high	CPQ + billing
Win-rate decline - West	Sales	medium	-7 pts QoQ	med	CRM
Deal slippage - enterprise	Forecast	medium	$6.2M pushed	med	CRM
ASP erosion - core product	Pricing	medium	-4.5% YoY	high	billing
Renewal concentration - top 5	Retention	medium	38% of ARR	med	billing
Quote-to-cash cycle drift	Operations	low	+5 days	med	CPQ + AR

Opportunities the signals point to

What the observation suggests. AssetShop quantifies; your team decides and acts in the source systems.

$4.8M

Churn-risk ARR addressable with a proactive renewal motion on flagged mid-segment accounts.

$2.1M

Discount-policy enforcement on deals exceeding approved thresholds.

$1.9M

Win-back of slipped enterprise deals concentrated in two stages.

$0.9M

ASP recovery on the core line where realized price trails list.

How to read this

High signals are concentrated, well-evidenced, and material - act on these first.

Confidence separates observed facts from modeled estimates.

Every figure traces to a read-only source. Nothing here is written back to any system.

Synthetic. Signals computed from read-only CRM / CPQ / billing data; magnitudes labeled modeled are estimates, not posted figures. Operational signal, not advice; AssetShop never writes back to source systems.

Deal detail

Open and recently-closed opportunities - the deal-level data behind pipeline and forecast.

$24.6M

Open pipeline

2.3x

Coverage

$6.2M

Slipped

31

Open deals

Detail records synthetic

Slipped deals are flagged where close date moved past quarter. Use Export above to download exactly these rows as CSV.

Deal	Account	Stage	Amount	Close	Owner
SO-1041	Northwind Mfg	Negotiation	2400000	2026-07-15	West
SO-1052	Globex Auto	Proposal	880000	2026-07-30	East
SO-1063	Initech	Closed-Won	520000	2026-06-02	West
SO-1074	Stark Ind	Discovery	1900000	2026-08-20	Central
SO-1085	Wayne Mfg	Negotiation	1450000	2026-07-10	East
SO-1096	Acme Corp	Proposal	760000	2026-08-05	West
SO-1107	Soylent Co	Slipped	3100000	2026-09-15	Central
SO-1118	Umbrella Inc	Discovery	640000	2026-09-01	East
SO-1129	Hooli	Closed-Won	410000	2026-06-09	West

Synthetic (CRM + CPQ). Read-only detail; AssetShop never writes back to source systems. Figures illustrate Meridian Industrials.

Executive overview

ARR trajectory & projection synthetic

Quarter at a glance

Signals worth attention

Pipeline

Open pipeline by stage read-only

Stage conversion

Pipeline by segment

Pipeline created vs closed synthetic

Forecast

Forecast accuracy synthetic

Category roll-up

Risk-adjusted commit

Deals & risk

Top open deals read-only

Risk signals (open pipeline)

Deal-score distribution

Lead funnel

Funnel conversion (trailing quarter) read-only

Conversion & velocity

Lead source quality

Attribution

Pipeline contribution by source (QTD) read-only

Model comparison (revenue credit)

Top campaigns by influenced ARR

Retention & expansion

NRR bridge (QTD) synthetic

Logo retention by cohort synthetic

Health-score distribution

Accounts to watch

Segments & customers

ARR by segment synthetic

ARR by industry

Top accounts

Concentration & geography

Billing & RevOps

Bookings vs billings synthetic

ARR movement (QTD)

Invoice aging

Integrations & data

Revenue connectors

Shared collections (populated read-only)

Cross-platform workflow

Signals & opportunities

Detected signals synthetic

Opportunities the signals point to

How to read this

Deal detail

Detail records synthetic