How to Read Your Diagnostic

Client reference guide for interpreting your Revenue Risk Diagnostic.

Your Composite Exposure Index (CEI)

Your CEI is a single number from 0 to 100 that measures your structural revenue risk across five domains: data model, pipeline, activity & SLA, lead management, and reporting. A higher CEI indicates greater structural risk to your revenue forecast.

The CEI is deterministic—given the same data, the same CEI will always be produced. It is not a prediction of deal loss or a score of your sales team's performance. It is a measure of how much your CRM structure amplifies uncertainty around your revenue numbers.

Your Classification Tier

Your CEI places you in one of four tiers. Each tier implies a recommendation for structural governance:

Tier Meaning
Integrity Your CRM structure is strong. Governance focus: maintain discipline and scale controls as you grow.
Emerging Structural risks are present but not critical. Recommendation: implement targeted controls to prevent escalation.
Material Structural risks are significant and require immediate action. Recommendation: prioritize control sequencing to reduce exposure.
Critical Structural risks are severe and compromising forecast reliability. Recommendation: emergency governance protocol required.

Domain Breakdown

Your CEI is composed of five structural domains. Your diagnostic shows which domains are contributing most to your risk profile:

Data Model

Record completeness, deduplication, and structural integrity of your core CRM objects.

Pipeline

Deal progression, stage structure, velocity patterns, and coverage ratios across your open pipeline.

Activity & SLA

Lead response timing and engagement cadence relative to operational norms.

Lead Management

Source attribution, record assignment, and conversion tracking completeness.

Reporting

Field population rates for the data elements required for accurate forecasting—amounts, dates, and stages.

Financial Impact Estimates

Your diagnostic includes dollar estimates of structural revenue at risk for findings where your data is reliable enough to project. These estimates are:

  • Conservative: they reflect structural impact only, not deal-by-deal failure probability
  • Domain-scoped: a "Pipeline Coverage" estimate tells you revenue exposed if that domain fails (not total revenue loss)
  • Conditional: they assume specific control gaps remain unfixed

When Estimates Are Withheld

If your diagnostic shows "Financial impact estimate withheld," it indicates that your data did not meet the reliability threshold (Data Reliability Grade: LOW) for quantification. The structural findings remain; only the dollar projection is omitted as a confidence measure.

Limitations Disclosure

Your diagnostic includes a "Limitations" section documenting:

  • Data quality notices (e.g., thin contact overlap, single pipeline, low owner assignment overlap)
  • Schema confidence grade (HIGH, MODERATE, or LOW)
  • Which CRM export fields were matched or unmapped

These limitations do not invalidate your diagnostic; they provide context for how to interpret the findings.

Version Stamps

Your diagnostic footer includes version stamps showing which framework versions were applied. Use these to track changes if you order a follow-up diagnostic:

Stamp What It Means
RRF v1.3 Revenue Risk Framework version 1.2 — the rule architecture and domain definitions applied to your data.
CM v2.1 Classification Model version 2.1 — the tier classification applied to place your score into one of four severity tiers.
IP v1.0 Issuance Policy version 1.0 — the eligibility and sufficiency rules applied to your intake and data.
AUD-xxxx Audit Run Token — unique identifier for your diagnostic session. Use this in support requests instead of re-sharing your data.
INT-xxxx Intake Token — unique identifier for your data intake. Use this to cross-reference intake quality notices.
H-xxxx Data Fingerprint (hash) — deterministic signature of your dataset's structural properties. Enables detection if you resubmit the same data.

Your Support Tokens

Two tokens are generated for your diagnostic:

AUD-xxxx (Audit Run Token)

Identifies your diagnostic run. Use this token when contacting support with questions about your CEI, tier, findings, or financial estimates. Example: "I'd like to understand the Idle Capital finding. My token is AUD-4a2f."

INT-xxxx (Intake Token)

Identifies your data intake. Use this token if you have questions about data quality notices, reliability grade, or mapping. Example: "The notice mentioned LOW schema confidence. My token is INT-c8d3. Can you explain why?"

Both tokens appear in your receipt JSON and on the PDF footer. You do not need to re-share your CSV file; the tokens enable us to look up your record in our support system.

What to Do Next

Your diagnostic provides a structural gap inventory and control sequencing guide. The next step is to prioritize which findings to address. The guidance typically falls into one of three buckets:

  • Immediate controls: Low-effort, high-impact changes (e.g., deal status standardization, stage rename)
  • Short-term architecture: Workflow or validation changes (e.g., mandatory owner assignment on deal creation)
  • Strategic governance: Organizational or process changes (e.g., quarterly pipeline reviews, threshold-based escalation)

Execution is your responsibility—PRG does not provide implementation services. If you purchase the "Complete Analysis Package," you receive a 90-Day Recovery Architecture document with sequencing, ownership roles, validation checkpoints, and structural KPI targets. Your internal team or CRM partner then executes against the plan.

Pipeline Recovery Group · Client Reference Guide