Learn with Phoebe ยท Data & Analytics

Learn B2B Sales Pipeline Analytics with Phoebe

Every Monday a pipeline number is read out and a forecast is promised. These ten sessions ask what that number is evidence of, and how wrong the forecast usually is. The work splits the way it splits in real teams. Four Business sessions are for the BD and sales leads who own the number and the commit: what a pipeline proves, how to read a pipeline review, who owns the forecast, and how to get from pipeline to a hiring plan. Six Analyst sessions are for the people who own the method and its error rate: the data model that remembers the past, conversion and cycle time done honestly, three forecast methods, how to measure their error, and a bench that scores all three against what really closed on real B2B funnel rows. The running team, Kettle & Co's office-tea arm, is constructed.

10sessions, two tracks
8000real funnel leads
842real won deals
3forecast methods, scored
20replays of the quarter

Business track ๐Ÿงญ ยท four sessions, no code

For BD and sales leaders who read the pipeline and sign the forecast. Stages as buyer commitments, the four numbers and the velocity identity, coverage and stale deals, the forecast contract that splits the number from the method, and the evidence that says it is time to hire.

Analyst track ๐Ÿงฎ ยท six sessions, hands-on in the browser

For the data analysts who build pipeline reporting and forecasts. Every widget computes in your browser on real rows of Olist's public B2B funnel: 8,000 leads and the 842 that signed. The bench forecasts one quarter three ways and scores each against what really closed.

foundations core stretch bench night

Your passport ๐ŸŽซ

Clear all three quiz questions in a session and it gets stamped. Ten stamps means you can say what a pipeline proves, rebuild it as it stood on any date, measure conversion and cycle time honestly, and score a forecast against what really closed. Stamps live in this browser only.

What this is not, so you land in the right place ๐Ÿงญ

If your question isGo here instead
How do reps use AI to sell, prepare calls and keep the CRM clean?AI Sales โ†—
Which statistical model should forecast my time series?Timeseries Forecasting โ†—
How big is the market we are selling into?Market Sizing โ†—
Whose job is which analysis between data, marketing and BD?Marketing Analytics โ†—
What happens after the deal: renewal and churn?Customer Retention โ†—
Can we trust the pipeline, and how wrong is the forecast?you are in the right place

Pipeline analytics from the data side. Kettle & Co is constructed; the funnel rows are Olist's public dataset, read at source; vendor claims about forecast accuracy are taught as contested.

Choose your path ๐Ÿ—บ๏ธ

Three doors into the same conviction: a pipeline is evidence, and a forecast is only as good as its measured track record.

๐Ÿงญ I own the number B1โ†’B2โ†’B3โ†’B4 the stages, the review, the contract, the plan
๐Ÿงฎ I build the forecast A1โ†’A2โ†’A3โ†’A4โ†’A5โ†’A6 the model, the rates, the methods, the bench
๐ŸŽ›๏ธ I lead the data team B1โ†’B3โ†’A5โ†’A6โ†’B4 the contract, the error rate, the bench, the gate

What is honest here ๐Ÿงพ

The running team is constructed and says so on every page. The funnel rows are real and named. Where a claim is contested, the page teaches both sides.

ClaimStatus
Kettle & Co, its reps, stages, deal amounts and the 300-deal quartersConstructed, and labelled each time
Lead origins, first-contact dates and won dates (Olist marketing funnel, 8,000 leads, 842 won)Read at source from the public dataset
Every number on the widgets and the benchComputed in your browser from those rows and the constructed layer; a Python reference prints the same numbers
CRM vendor defaults for stages, probabilities and forecast categoriesRead at source where the page could be opened, otherwise reported, and dated
Kaplan-Meier, scaling readinessReported from the original paper and the author's book, paraphrased
"3x coverage" and vendor surveys of forecast accuracyConvention and contested, and taught as such

The knowledge map ๐Ÿง 

Both tracks at a glance - hover a session to spotlight its concepts, click any node to jump in.