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Most vendor tools are a form with arithmetic behind it, and the arithmetic is the excuse. You get three fields and a request for your work email.
These ask for no email, run in your browser, and several of them will tell you something inconvenient about your pipeline. None of them asks for an email, and the arithmetic runs in your browser rather than on our servers.
Your figures, our arithmetic, shown. No address required to see a number.
Each of these exists to replace an opinion with a number: how healthy the pipeline actually is, how accurate the forecast has been, what a stage set should look like, and whether a migration is ready.
The forecast accuracy calculator is the uncomfortable one. Run it over four quarters and the stage that produces the optimism is usually obvious and rarely the one people expected.
None of them needs Treepie. They are arithmetic on your own figures, and the pipeline health check works just as well against the CRM you already have.
Every tool here runs on your figures, shows its arithmetic, and lets you leave with the result. None of them ask for an address before showing a number.
See the Flow journeys →If you are evaluating a CRM, start with the pipeline health check. It tells you which of your problems are actually tooling problems.
If you are mid-migration, the readiness check is a set of decisions rather than a calculator, and it is worth working through with the person who owns the data.
Yes. Export deal, stage, value, close date, owner and last-touched from whatever you run — every CRM gives you those six columns — and paste them in.
Four closed quarters is the useful minimum. One quarter tells you the variance of a small sample rather than the accuracy of your stages.
No. It gives you entry criteria to argue about, and you keep whatever you decide to call them.
No. The arithmetic runs in your browser on figures you type in, and nothing is stored or transmitted.
No. The migration readiness check is most useful before you have chosen anything, and the health check is a CRM audit regardless of what runs it.
Tell us what you were trying to work out. Half of these exist because somebody asked for them.