Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Data analysis: 9 months of bookings at a family-run guesthouse
Key numbers
| Metric | Value |
|---|---|
| Bookings (excl. cancelled) | 251 |
| Room nights sold | 689 |
| Revenue | $78,540 |
| Average rate per night | $114 |
| Cancellation rate | 11.6% (33 of 284) |
| Average stay | 2.7 nights |
Summary by channel
| Channel | Bookings | Share of revenue | Avg. rate | Commission | Net per night |
|---|---|---|---|---|---|
| Booking platforms | 142 | 54% | $109 | 15% | $93 |
| Direct (phone, email, website) | 87 | 38% | $126 | 0% | $126 |
| Local travel agent | 22 | 8% | $102 | 10% | $92 |
Direct guests pay more, stay longer (3.4 nights vs 2.3) and bring $33 more per night after commission than platform guests.
Trends and outliers
- July and August made 41% of revenue; occupancy reached 93%.
- March and April were weakest (occupancy 38%), but weekend nights still sold at 79%: the gap is midweek.
- Cancellations were 19% for platform bookings with free cancellation and 4% for direct bookings with a deposit.
- Outlier: 6 bookings in May at $45 per night. These are all one corporate group with a manual discount; they were kept in totals but flagged.
Findings
- Your most profitable guests are direct, returning guests, yet only 14% of platform guests were invited to book direct next time.
- Midweek in spring is the only real gap; weekends sell themselves.
- Free cancellation on platforms costs about 27 lost nights over 9 months.
Recommendations
- Add a "book direct" card at check-out with a 10% returning-guest rate: still $20 above platform net.
- Create a midweek spring offer (3 nights for the price of 2, Sun–Thu) for March–April.
- Switch platform listings to a non-refundable rate at 8% off alongside the flexible one.
- Track the booking channel for every guest from now on: 17 rows had no channel and were grouped as "direct".
All totals were cross-checked against the monthly sums in your sheet; the difference is $0.
Client: a 12-room guesthouse by a lake, run by two owners Data: 284 booking rows, January to September (date, room type, nights, channel, price paid, cancellation) Question asked: "Which channel and which months actually make us money, and where are we losing it?"
The client and all details are made up.
About this service
A CRM shows each deal, but the questions a sales lead asks are about the whole pipeline: where deals stall, which reps convert, how long a sale really takes. From your deals export we calculate conversion between stages, win rate, average deal size and sales cycle by rep and source, and flag deals that have sat too long in one stage. The report ends with what to fix first in the pipeline.
What is included
- What you getA pipeline report with stage conversion, win rate, deal size and cycle length by rep and source, a list of stalled deals, findings and recommendations, as formatted text with tables on the order page. You also get it as a Word (.docx) report with the tables in Excel (.xlsx).
- Stage conversionWhere deals drop out
- Win rate and deal sizeBy rep and lead source
- Sales cycleDays from creation to close
- Stalled dealsToo long in one stage
- PrioritiesWhat to fix first
How it works
- 1BriefYou paste or attach the deals export
- 2AnalysisWe calculate stages, reps and cycle
- 3ReportYou get tables and priorities
What we need from you
A deals export from HubSpot, Pipedrive, Salesforce or another CRM pasted as CSV with stage, value, owner, source and dates, plus your stage names in order. Documents can also be attached as PDF, Word or Excel files.
We will ask you:
- Which CRM is the export from?
- What are your pipeline stages in order?
- What period does the export cover?
- What decision is the report for?
Compare packages
| Packages | BasicUp to 100 deals$15 | StandardUp to 300 deals$35 | PremiumUp to 1,000 deals$69 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 4 days |
| Revisions | 1 | 2 | 3 |
| Deals | up to 100 | up to 300 | up to 1,000 |
| Summary tables | up to 3 | up to 6 | up to 10 |
| Recommendations | Short | Yes | Detailed |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
Can you connect to our CRM?
No, we do not log in to client systems. Export the deals view as CSV and paste or attach it into the brief.
What about personal data?
Remove contact names, emails and phones. Deal ID, stage, value, owner, source and dates are enough.
Do you build a sales forecast?
We show the open pipeline weighted by your stage conversion as an estimate. It is a calculation on your data, not a promise of revenue.