Sample executive brief · 118,420 sample records (94,318 contacts, 12,764 deals) · nothing here comes from a HubSpot portal.
Identified across open pipeline, renewals and dormant relationships. Win-Back is reported separately and excluded from this headline.
findings surfaced
revenue opportunities
CRM health issues
knovaly Opportunity Score™
Roughly a third of identifiable revenue is currently unattended.
- Open pipeline worked this week58%
- Renewals with a next step44%
- Customer relationships active76%
- CRM data completeness81%
Re-engage 12 stalled deals worth $742,000
Open deals with no meaningful activity in over two weeks and no next step booked.
Open renewal conversations with 9 accounts
Proven buyers inside their renewal window with nothing currently on the books.
Assign an owner to 126 unowned contacts
The fastest CRM Health fix, and the one hiding the most follow-up.
Where the money is
- Northwind Logistics$218,000
Fleet telematics rollout — 2026
Open deal past its close date with no meaningful activity for 34 days and no next step booked.
Critical priorityOwner: Dana WhitfieldLast activity: 34 days ago - Halcyon Health Group$186,500
Enterprise platform expansion
Proposal sent three weeks ago; buyer has not been contacted since and the deal has not moved stage.
Critical priorityOwner: Marcus BellLast activity: 21 days ago - Corbett Manufacturing$149,000
Plant automation — phase 2
Open deal has no owner, so nobody is accountable for the next step.
High priorityOwner: UnassignedLast activity: 17 days ago - Ravensgate Financial$132,000
Advisory seats renewal + expansion
Quote issued and now expired; no follow-up recorded after the buyer's last reply.
High priorityOwner: Priya RamanLast activity: 12 days ago - Solano Retail Partners$97,500
Store analytics — 40 locations
Stalled in Decision Maker Bought-In for six weeks with no scheduled meeting.
Medium priorityOwner: Dana WhitfieldLast activity: 9 days ago - Showing 5 of 42 opportunities in this sample category.
- Baymont Industrial$128,000
Annual service agreement
Renewal date is 26 days away with no renewal opportunity, quote, or conversation on record.
Critical priorityOwner: Marcus BellLast activity: 58 days ago - Ellery & Fine$96,000
Managed programme — 2025 term
Bought 11 months ago on an annual cadence; nothing is currently open or booked.
High priorityOwner: Priya RamanLast activity: 73 days ago - Kestrel Media$74,500
Q3 campaign programme
Three prior purchases on a quarterly rhythm; the current quarter has no booking.
High priorityOwner: Alicia MorenoLast activity: 41 days ago - Vantage Point Advisory$61,000
Subscription — 24 seats
Contract expiry recorded next month, no renewal owner assigned.
Medium priorityOwner: Marcus BellLast activity: 66 days ago - Tanner Brothers Supply$52,000
Repeat order — annual
Repeat buyer 14 months past their usual reorder point with nothing on the books.
Medium priorityOwner: Alicia MorenoLast activity: 88 days ago - Showing 5 of 38 opportunities in this sample category.
- Pinehurst Group$84,000
Previous customer with no meaningful activity for over 13 months and no active opportunity.
High priorityOwner: UnassignedLast activity: 412 days ago - Arbor Lane Hospitality$61,500
Relationship went quiet after the account owner changed; nobody re-established contact.
High priorityOwner: Priya RamanLast activity: 506 days ago - Delacroix Foods$47,250
Historical closed-won value on record, no outreach of any kind for 12 months.
Medium priorityOwner: Alicia MorenoLast activity: 389 days ago - Winterbourne Estates$38,000
Multi-year customer with no logged call, email, or meeting since the last delivery.
Medium priorityOwner: Dana WhitfieldLast activity: 441 days ago - Lockridge Partners$29,500
Quiet for a full year with no owner attached to the relationship.
Medium priorityOwner: UnassignedLast activity: 377 days ago - Showing 5 of 27 opportunities in this sample category.
- Ashcombe Technologies$54,000
Platform migration (lost — budget)
Lost on budget ten months ago at a different fiscal year; never revisited.
Medium priorityOwner: Marcus BellLast activity: 298 days ago - Marlow Civil$41,500
Infrastructure programme (lost — competitor)
Lost to a competitor on a 12-month contract that is now approaching its own renewal.
Medium priorityOwner: Dana WhitfieldLast activity: 342 days ago - Cadence Interiors$33,000
Fit-out package (lost — timing)
Lost on timing, with no follow-up recorded since the stated re-evaluation window passed.
Medium priorityOwner: Alicia MorenoLast activity: 254 days ago - Hollis Grove Retail$27,500
Rollout — 12 sites (lost — no decision)
Closed as no decision over a year ago; the original sponsor is still an active contact.
Medium priorityOwner: Priya RamanLast activity: 381 days ago - Showing 4 of 14 opportunities in this sample category.
- Duplicate companies
148 company records appear to duplicate another company, splitting history across records.
High priorityOwner: OperationsLast activity: current - Contacts without an owner
126 contacts have no assigned owner, so no one is accountable for follow-up.
High priorityOwner: OperationsLast activity: current - Deals with no amount
97 open deals carry no amount, understating forecast and hiding real pipeline value.
Critical priorityOwner: OperationsLast activity: current - Deals past their close date
84 open deals have a close date in the past, distorting every pipeline report.
High priorityOwner: OperationsLast activity: current - Contacts missing an email address
46 contacts cannot be reached because no email address is recorded.
Medium priorityOwner: OperationsLast activity: current - Showing 5 of 501 issues in this sample category.
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