Methodology

How QuotaVyn turns rep activity data into a board-defensible forecast

Four steps from raw CRM and activity data to a probability-weighted pipeline forecast. No black boxes — every score is traceable to a specific behavioral signal. The benchmark is your own closed-won history, not an industry average.

See It Live Product Details
STEP 01
Data ingestion complete
STEP 02
247 closed-won cohort built
STEP 03 · LIVE
14 deals scoring now
Step 01

Connect. QuotaVyn ingests your activity data.

QuotaVyn connects to your CRM and activity tools in minutes via native integrations. No ETL work, no data team required.

CRM sync
Salesforce or HubSpot. Deal records, contact activity, stage history, opportunity fields. Read-only access — we never write to your CRM.
Outreach and call platforms
Gong, Salesloft, Outreach. Call counts, duration, talk ratios, and next-step signals. QuotaVyn does not store call recordings or transcripts — it reads behavioral metadata only.
Email and calendar
Gmail and Outlook via OAuth. Timestamp data only — subject lines and body content are never stored. Meeting accept/decline signals matter.
Step 02

Build. Your closed-won cohort becomes the benchmark.

QuotaVyn analyzes 12+ months of historical closed-won deals and extracts the behavioral fingerprint of what winning looks like at your company.

Historical deal analysis
All closed-won deals from the past 12–24 months are analyzed. QuotaVyn requires a minimum of 100 closed-won deals for a statistically reliable cohort. Most active B2B SaaS teams with 6+ months of CRM history clear this threshold comfortably.
Cohort segmentation
Deals segmented by size bracket, vertical, and rep tenure so like is compared to like. A $10K SMB deal and a $200K enterprise deal have different fingerprints.
Continuous recalibration
Cohort recalculates monthly as new deals close. Your benchmark stays current as your ICP and sales motion evolves.
Step 03

Score. Every open deal measured against the cohort in real-time.

Six activity dimensions are scored against the closed-won cohort median. The composite score is a 0-100 health score. Above 70: on track. 40-70: watch closely. Below 40: intervention required.

  • Scored continuously, not weekly
  • Each signal weighted by historical close correlation
  • Score history tracked — you can see when a deal started slipping
  • Coaching view: which dimension is dragging the score down?
Callux Platforms · Score Breakdown
Call frequency42/100
Email response latency28/100
Meeting attendance71/100
Multi-threading depth55/100
Composite Score 52
⚠ At risk — intervention recommended
Step 04

Forecast. Individual scores roll up into a defensible number.

QuotaVyn weights each deal's score contribution to the aggregate forecast. High-scoring deals pull toward commit. Low-scoring deals are discounted. The result is a confidence-weighted forecast — not a rep roll-up.

Confidence-weighted rollup
Each deal's score determines its weight in the forecast. A 90-score deal at $100K contributes more than a 30-score deal at $150K.
Commit / best case / pipeline
Three scenario outputs: commit (score >75), best case (score 50-75), pipeline (below 50). Each with confidence range.
Board-ready export
One-click PDF or CSV with full deal-by-deal breakdown. Show the board your methodology, not just the number.

Ready to see the methodology on your data?

30-minute demo with a live connection to your CRM sandbox. See your deals scored against your own closed-won cohort.

Request Demo Product Overview