Why forecasts slip
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The stage says Contract
There's no contract in any email.
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The close date says this month
The buyer stopped replying 3 weeks ago.
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The rep says it's fine
Nobody has time to read 100 deals.
The truth lives in conversations. Narrio reads the emails, calls and documents behind every deal.
What you get
From a blind spot
to a clear next step.
A one-minute summary of your CRM health, with evidence behind each finding.
- Your top 3 fixesKnow what to tackle first and why it matters.
- The records behind the findingArea-by-area checks and up to five examples per issue.
- An Excel file to act onAffected records, suggested fixes, and their sources.
Northstar · annual renewal
- Stage in CRM
- Contract
- Expected close
- This quarter
Evidence doesn’t support the stage
No contract found in the linked records. The last buyer reply was 21 days ago.
Ask the deal owner to confirm the contract status and buyer’s timeline before including this deal in the forecast.
An example of how a finding can be presented. Your audit uses your own records.
What we check
6 areas, each with a clear goal
Choose an area to see the checks. Each goal is a benchmark; your report shows how your CRM compares.
1Data hygieneFind the gaps that make reports unreliable.View checks
- Duplicate companies and contacts Goal: 0
- Records with no name Goal: 0
- Key fields filled in Goal: 80%
2Pipeline and stagesSee whether deal stages reflect real progress.View checks
- Deals that skip a stage Goal: under 10%
- Stage dates missing or out of order Goal: 0
- Closed deals with no close date Goal: 0
3Deal activity attributionPut each conversation against the right deal.View checks
- Open deals with a contact Goal: 100%
- Emails and meetings on the wrong deal Goal: 0
- Meetings with notes Goal: 80%
4Lead source attributionUnderstand where your business comes from.View checks
- Contacts with one lead source Goal: 90%
- Won deals with a known source Goal: 80%
5Deals that won't closeSpot stalled deals before they enter the forecast.View checks
- Open deals with no future close date Goal: under 10%
- No change or activity in 30 days Goal: under 20%
- Deals owned by people who left Goal: 0
- Open deals with a next step Goal: 80%
6Customers and expansionFind missing value and follow-up opportunities.View checks
- Won deals with no amount Goal: 0
- Past customers with no open deal in 6 months A list for you
How it works
3 steps. Nothing in HubSpot changes.
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1
Request your audit
Send your details. We’ll email you with next steps and confirm timing.
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2
Connect
We’ll help you add our read-only HubSpot app and pick a pipeline.
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3
Get your audit
Your summary, the 6 areas, and your top 3 fixes. Walk through the results with our team.
