Quarterdeck AICan you actually trust
next quarter's forecast?
Quarterdeck audits your HubSpot pipeline using deterministic rules — finding stale deals, missing data, and concentration risk — so leadership knows exactly what the forecast is hiding before executive reviews.
No signup required to see the sample — real scores on a real pipeline.
Board Readiness Audit
CRM Hygiene
82 /100
HealthyBoard Readiness
54 /100
At RiskRevenue Health
27 /100
CriticalPipeline risks found — review before presenting
- →17 deals missing close dates
- →9 stale opportunities (no activity in 45+ days)
- →2 deals represent 42% of total forecast
- →6 deals with no owner assigned
Fix these in HubSpot first. Your executive narrative generates once data is clean.
What leadership should see before they see anything else.
Every forecast review starts with the same broken ritual
Before every board meeting or QBR, revenue teams still spend hours doing work that should never be manual.
Exporting HubSpot deals to a spreadsheet
Reviewing stale deals and phantom close dates
Chasing reps for missing next steps
Validating large deals that might not close
Reconciling pipeline against finance's model
Discovering data problems during the board meeting
Dashboards show you numbers.
Quarterdeck tells you whether those numbers deserve to be trusted.
How Quarterdeck works
From HubSpot connection to executive-ready findings in under a minute.
HubSpot
Read-only OAuth connection — one click
Deterministic Audit
Every deal scored by fixed business rules — not AI guesses
Board Readiness Scores
Executive Narrative
AI explains the deterministic findings in plain English — scores first, words second
Leadership makes a confident decision
With explainable evidence, not gut feel
Built to reduce anxiety, not add to it
Connecting your CRM is a big decision. Here's exactly what Quarterdeck does and doesn't do.
Read-only
Quarterdeck never writes to HubSpot. Your CRM data is never modified.
Official OAuth
Uses HubSpot's standard OAuth flow — the same way any approved HubSpot app connects.
No CRM changes
Deals, contacts, and pipeline stay exactly as they are. We only read.
Disconnect anytime
Revoke access from HubSpot settings in one click. No lock-in.
Three scores. Every question answered.
Each score is deterministic — built from fixed rules, not model probabilities.
CRM Hygiene Score
Scans every open deal for missing close dates, unassigned owners, blank amounts, stale activity, and no next steps. Each gap is traced directly to forecast reliability.
"6 deals missing owners — assign them to improve your score"
Board Readiness Score
Combines pipeline quality and data completeness into one explainable score. Leadership sees exactly when the numbers are ready for a board slide — and when to review them first.
"Score 54/100 — fix 4 issues to unlock executive narrative"
Revenue Health Score
Measures pipeline coverage, deal quality, and concentration risk. Flags when too much of the forecast rides on a single deal or stage.
"2 deals represent 42% of pipeline — high concentration risk"
The difference one audit makes
Without Quarterdeck
- ✗Export deals to Excel, clean manually
- ✗Hope nothing is stale or missing
- ✗Write pipeline commentary from scratch
- ✗Find data problems during the board meeting
- ✗3–5 hours every month. Bad surprises anyway.
With Quarterdeck
- Connect HubSpot once via OAuth
- Every deal audited against deterministic rules
- Scores show exactly what to fix and why
- Fix gaps in HubSpot — scores update instantly
- Executive narrative generated from clean data
Clean data first. Executive narrative second.
Where Quarterdeck fits
Quarterdeck doesn't replace your existing stack. It sits underneath it.
HubSpot
Shows you pipeline data.
Quarterdeck: Audits whether that data is trustworthy.
Conversation Intelligence
Captures what was said in calls.
Quarterdeck: Determines if what was said is reflected in the CRM.
Forecasting Platforms
Predicts future revenue.
Quarterdeck: Validates whether the underlying pipeline supports those predictions.
BI Dashboards
Visualise the numbers.
Quarterdeck: Explains whether the numbers deserve to be on a slide.
Quarterdeck is the trust layer leadership was missing before they could believe any of the above.
HubSpot vs. Quarterdeck
HubSpot shows you the data. Quarterdeck tells you whether to trust it.
| Capability | HubSpot | Quarterdeck |
|---|---|---|
| Shows pipeline data | ||
| Scores data quality before reporting | — | |
| Flags stale deals, missing owners, no close dates | — | |
| Measures concentration risk | — | |
| Generates written executive narrative | — | |
| Explains forecast risk in plain English | — | |
| Requires manual interpretation | — |
“Bad data doesn't become a good forecast.
Quarterdeck won't let you present it as one.”
Most tools surface data quality problems inside a polished report — after you've already sent it. Quarterdeck audits the pipeline first so the numbers behind your narrative are defensible before leadership sees them.
What the audit includes
Everything leadership asks about. Written, not charted.
Pipeline health summary
Overall pipeline value, stage distribution, and coverage vs target
Stale and ghost deal flags
Deals with no activity, past close dates, or missing owners — surfaced before the meeting
Concentration risk alert
When two deals represent 40%+ of forecast, Quarterdeck flags it explicitly
Win/loss commentary
What closed, what slipped, and why — in plain English, not charts
Forecast confidence rating
A single explainable score that tells leadership whether to trust the number
Consistent monthly structure
Same format every month so your board knows exactly what to expect
Become a design partner
Free for B2B SaaS teams willing to connect HubSpot and share candid feedback on what forecast trust actually looks like at their company.
Full access · No credit card · Just your feedback
- Full Board Readiness Audit on your live HubSpot data
- Unlimited syncs
- Board Readiness, CRM Hygiene, and Revenue Health scores
- AI-generated executive narratives
- Deal risk flags with explicit reasoning
- Direct access to the founder
Includes a founder-led review of your findings.
Find out what your pipeline is asking leadership to believe
Connect HubSpot, run a free Board Readiness Audit, and know before your next executive review.