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For RevOps, Marketing Ops, Sales Ops and Finance Ops

Pipeline is short of $5M.
Do you know why,
or only that it is?

Sales has a ticket open. Your leaders want the board report by Thursday. Somebody bought a new tool you are now expected to implement, and the workflow you built last quarter quietly stopped firing. So when the number comes in light, you are guessing. Thirteen hours a week reconciling, and you still cannot name the records that did it.

No credit card. No sales call. Gohvio does not write to your CRM unless you switch write-back on.

156

Hours a quarter. Thirteen a week, every week, spent reconciling numbers that came out of the same systems and still do not agree. That is the figure operators give us most often, and at the end of it the honest answer to "are you sure" is still no.

You already know the problem. Here it is in your words.

Nobody agrees on what marketing actually sourced.

Marketing counts a deal as originated pipeline. Sales looks at the same deal and says it was already in play. Finance does not care who gets the credit, only whether the total is enough to cover planned bookings by the end of the quarter. Same deals, same CRM, three positions, and you are the one asked to settle it.

The definition changed and nobody wrote it down.

Somebody edited the MQL rule in March. The CRM overwrote the old one. Now a movement in the metric could be the business or it could be the method, and you have no way to tell the difference.

You cannot reconstruct why attribution looked the way it did two years ago.

The rule that produced the number does not exist anywhere anymore. Not in the CRM, not in a doc, not in anyone's memory. So the question gets answered with a shrug.

You found the bad records. You still cannot size what they cost.

A list of 400 broken rows is not an answer your leaders can use. They want to know what it means for pipeline and bookings, and that translation is the part nobody automates.

It always surfaces the night before.

The problems are found under deadline, by you, alone, with the deck already half built.

"I spent the whole week rebuilding this report and I still cannot prove the number is right."

Said to us, almost word for word, by five different ops leads.
What the first two minutes look like

Review before reporting,
instead of cleanup after.

01

Connect a source, or just upload the file.

HubSpot with read scopes only, or Salesforce, about two minutes. Or drop in the QTD opportunities spreadsheet you were going to build the deck from anyway. A spreadsheet counts as a real source here.

02

Load the guardrails your business actually uses.

Not a generic best practice list. The rules your team agreed on for what makes a good opportunity, a real MQL, a bookable deal. Gohvio scores against yours.

03

See the pipeline sitting behind data that breaks your own rules.

Not 400 bad rows. The impact, in the units your leaders think in, with the rule that produced each flag named next to it.

04

Every rule change is versioned and dated from here on.

The next time someone asks why the number moved, the answer is written down. That record is the thing that compounds, and it only starts compounding once you start.

What the 10 days include.

10 days

Full access from signup. No credit card, no commitment, and no call with anyone unless you want one.

One source

HubSpot with read scopes only, Salesforce, or a spreadsheet upload. One at a time.

Your own guardrails

Load your rules, scan against them, and edit them as you go. Every version is kept.

Up to 10 reports

Written for the room the number is going into, so you are not translating it yourself at 11pm.

HubSpot connects with read scopes onlySalesforce has no read-only scope, so we request the minimum and commit not to writeNo training on customer dataHashed audit log onlyWrite-back is off by default and stays off unless you turn it on per source

Do not find it the night
before the board meeting.

Ten days is enough to run one real report through it and know whether this changes your quarter. If it does not, you have lost an upload.

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