Beta

Deal Runway Auditor

Benchmarks each open deal's actual remaining calendar days against how long deals from its current stage have historically taken to close, using a client's own closed-won stage history, and flags deals whose expected close date is not mathematically credible given that benchmark, regardless of what the CRM says. When the export carries the close date as it stood on each row, it also reconstructs each deal's push history and flags deals whose date keeps moving out while the stage does not.

Any CRM

The problem

A close date in the CRM is a claim, not a fact. A deal entering pipeline late in the quarter can be perfectly healthy and still be mathematically out of time, if the buyer's own historical pace for a deal like this needs more days than are actually left.

How it works

  1. 01Reads a client's own closed-won stage history and computes, per stage, the historical median days it actually took from entering that stage to close
  2. 02Only trusts a stage's benchmark once at least 3 closed-won deals passed through it
  3. 03Compares each open deal's actual remaining calendar days to its expected close date against the benchmark for its current stage
  4. 04Flags deals with less runway left than deals from that stage have historically needed, separate from deals simply missing the data to judge

Tested against known answers

Deal Runway Auditor

4 synthetic closed-won deals used to calibrate historical stage benchmarks, applied forward to 4 open deals covering a deal with real runway, a deal genuinely out of time, one missing a close date entirely, and one sitting in a stage with no closed-won history to benchmark against. A second batch added close-date history: a deal pushed four times with no stage movement, a push backed by a stage move, a pull-in, a deal with a single snapshot date, and a deal that was both pushed and out of runway.

4/4

Stages benchmarked from real history

1/1

Out-of-runway deal correctly flagged

2/2

Missing-data cases correctly separated

4 pushes, 107 days

Never-holding date caught that runway cleared

  • →Correctly computed a 30-day historical median remaining time for deals reaching Proposal, then correctly flagged an open deal in Proposal with only 14 actual days left before its expected close date, a 16-day shortfall against its own stage's real history.
  • →Correctly cleared a Discovery-stage deal with 105 days left against that stage's 73.5-day historical median as having real runway.
  • →Correctly separated a deal missing an expected close date entirely from a deal sitting in a stage ("Legal Review") with no closed-won history to benchmark against, two different kinds of unknown, reported as two different statuses instead of one vague "can't tell."
  • →Correctly flagged a deal whose close date had been pushed four times by 107 days in total with no stage movement as a removal from commit, even though its latest date left enough runway to pass the benchmark check, while a deal with one push that came with a stage move, a deal whose date was pulled in, and a clean control were not flagged.
  • →Correctly reported close-date history as unavailable on an export that carried a single date per deal, instead of treating it as zero pushes, and left calibration results identical to the previous version on the same data.

The CRM close date said this deal was on track for the quarter. Its own stage's real closing history said it needed twice the time it actually had left, and a separate deal that passed that check had its date pushed four times with nothing else changing.

See the full test run →

Questions about Deal Runway Auditor

How is this different from Pipeline Velocity Monitor?

That tool measures how long a deal has already spent in its current stage. This measures whether there is enough time left before a deadline, using how long deals from that stage have taken to close historically. Backward-looking versus forward-looking.

Does a flagged deal mean it will definitely miss the deadline?

No, the benchmark is a median, not a guarantee. It means deals with this profile have needed more time before, which is reason to press for real evidence of acceleration rather than trust the CRM close date as written.

Runs against your CRM using your own credentials, through your own AI instance. We don't copy, store, or retain your data.