Sample report
What a DD Scale report looks like
The pages that matter, shown on an illustrative company: the verdict, the scorecard, the evidence, the 100-day plan and the risk register.
Every number in this document is made up to show the format. It does not describe a real engagement or a real client.
ddscale.com
What the report looks like.
The pages that matter, shown on an illustrative company. Every number here is made up to show the format. A real redacted report will replace it after the first engagements.
The memo opens with the verdict
Target: [B2B software, CHF 15M ARR] · Date: [date] · Prepared for: [deal team]
The plan needs 3.0 times pipeline coverage. The records show 1.8. Retention and market fit are sound. The plan can still be reached, but not on the hiring schedule in the model, and not without a fix to pipeline generation first.
CRM export Q3, CRO interview
Attainment file, two AE interviews
Tool inventory, RevOps interview
Scorecard total 28 / 50 · verdict Adjust · areas at 2: Forecasting, Pipeline management, Tech stack · what would change our view: [two pieces of evidence]
The scorecard scores every area
Every score has its reasoning and evidence
Coverage 1.8x after removing 38% of open pipeline with no activity in 60 days or a close date in the past. Stage ageing: 9 of 14 late-stage deals older than the typical winner.
The CRO says coverage is "around three times". The two account executives interviewed both said they had cleared little pipeline since January.
Management counts every open deal. The records count the ones that are still alive.
Pipeline is thinner than the plan assumes, and nobody owns cleaning it.
The numbers are rebuilt from the records
The 100-day action plan says who does what
| Action | Owner | Measure | Start |
|---|---|---|---|
| Clear stale pipeline and agree stage exit criteria | Head of sales operations | Coverage reported on clean data | Week 2 |
| One forecast in the CRM, reviewed weekly | CRO | Accuracy above 85% | Week 4 |
| Second outbound channel live | Head of marketing | 20% of new pipeline | Week 8 |
| Retention package for the three key reps | CEO | No regretted exits | Week 3 |
Benchmarking puts the scores in context
Grey: public benchmark median. Colour: the company. Our own anonymised score base is added as engagements accumulate.
In a deal, the risk register ties findings to the price
| # | Finding | Area | Evidence | Sev. | Likelihood | Deal consequence |
|---|---|---|---|---|---|---|
| 1 | Pipeline coverage 1.8x against 3.0x needed | Pipeline | CRM export Q3; CRO interview | H | High | Price: lower growth case. Condition: pipeline plan before hiring |
| 2 | Top 3 reps carry 61% of bookings | Talent | Attainment file; two AE interviews | M | Medium | Structure: key-rep retention package |
| 3 | One channel supplies 58% of leads | Outbound | Lead source file | M | Medium | Monitor: second channel live within two quarters |
| 4 | Unverified: win/loss reasons are free text | Tech stack | CRM field audit | L | Low | Condition: coded loss reasons from day one |
The target is asked once, for specific files
Contact
Want one on your deal?
A Health Check ends with the scorecard, evidence and plan in this format, with your real numbers.
Want one on your deal?
Every engagement ends with the scorecard, the evidence and the plan in this format, with your real numbers. Thirty minutes with us is enough to see which service fits, or whether none does.
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contact@ddscale.com
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