For revenue leaders at B2B software companies
Revenue intelligence. Built for your decisions.
We build and run Salesforce-connected systems around your revenue operation—your terminology, stages, metrics and reporting priorities.
30 minutes with Jamey Pritchard, founder.
A focus on PE-backed software companies.
Alderline Systems · Q3 2026 review
Synthetic exampleCRM forecast
$2.6M
Target gap
$400K
Since Sep 7
−$500K
Selected account
Asterforge · $500K
Unresolved buyer milestone: vendor-risk committee date unconfirmed.
Owner Nadia Chen · still open
Frozen Salesforce-connected review
Explore the revenue reviewBuilt and operated by Jamey Pritchard.
Intelligence examples
See the number. Follow the evidence.
Run the pipeline review. Defend the forecast. Prepare the operating review. Surface customer risk.
Findings
One category change puts the quarter $400K below target.
Asterforge ($500K) moved from Commit to Best Case after procurement added a vendor-risk committee review. The deal stays open; the CRM forecast is now $2.6M against a $3M target.
Forecast perspectives · target reference $3M
Draft scenario
Draft onlyIf Quillpoint qualifies for Commit
- CRM baseline
- $2.6M
- Scenario total
- $2.6M
Conditions: security clearance and a signed buyer plan, both unconfirmed. No additions selected. No source records, win probability, or revenue change.
Brief: forecast $2.6M, $400K below target after Asterforge left Commit. Next: Theo Navarro reviews the Juniper buyer milestone by Sep 15.
Full brief
Alderline Systems — Q3 2026 executive review As of 2026-09-14T13:00:00Z · prior snapshot 2026-09-07 CRM forecast: $2,600,000; $400,000 below $3,000,000 target. Movement: −$500,000 from $3,100,000. Asterforge: Commit → Best Case; $500,000 remains open. Procurement vendor-risk review added; committee date unconfirmed. Evidence: EV-01, EV-02, EV-03 (OP-03). Manager assessment: $2,300,000; holds $300,000 outside the call pending buyer milestone (OP-02, EV-04). CRM unchanged. Bookings: $1,800,000 across 4 won deals. Q3 open pipeline: $4,800,000 across 12 opportunities. Renewal candidates within 90 days: 2, $500,000; subset of Q3 pipeline, including one held pending authoritative date confirmation. Next: Theo Navarro reviews buyer milestone by 2026-09-15; Nadia Chen confirms procurement committee date. Human review before external actions. Method: closed-won Q3 bookings + open Q3 Commit; not ARR, recognized revenue, cash or a statistical prediction. Synthetic data — illustrative only.
Bookings method & frozen review
CRM forecast = closed-won Q3 bookings + open Q3 Commit. Q3 is July 1–September 30, 2026. Prior snapshot: 2026-09-07; current: 2026-09-14T13:00:00Z. Closed-won records are excluded from open pipeline. Manager assessment and draft scenarios never edit CRM records. These are bookings measures—not ARR, recognized revenue, cash collected, win probabilities, or statistical predictions.
Bring your hardest revenue question.
Request a consultationIllustrative examples. Your workspaces, definitions and workflows are designed around your organization and agreed scope.
Founder & service
Built by me. Run by me.
I’m Jamey Pritchard. I’ve independently built a complete revenue and GTM intelligence system using the Salesforce API. With MojoMoose, I build around your team’s decisions and keep the system working.
The build: agree the operating questions and definitions, then build the selected workspaces, connect data, test the numbers and train your team.
The ongoing work: prepare reviews, maintain the system, resolve data issues and deliver prioritized improvements.
Engagement
Implementation and ongoing service.
Implementation
From $30,000
A Salesforce-connected system built around an agreed scope. Includes testing, documentation, and training.
Managed service
$7,500/month
Forecast reviews, reporting, maintenance, and ongoing improvements. Hosting and system operating costs included.
Implementation paid upfront. Monthly service starts 60 calendar days after agreed kickoff, with a 12-month commitment from that date. Minimum engagement from $120,000.
We agree the workspaces, integrations, and fixed implementation fee before work begins.
Service details
Starting scope covers one company, one Salesforce org, and one workspace. Monthly service is up to 30 hours, including up to five improvement hours within that total. Operations and incidents take priority; unused hours do not roll over. New modules and major additions need an agreed scope change. Support is Monday–Friday, 9 a.m.–5 p.m. America/New_York, excluding US federal holidays, rather than 24/7. Existing client subscriptions such as Salesforce remain client-provided. Your proposal defines the included work and actual total commitment. Corrections owed against original implementation acceptance criteria do not consume monthly capacity.
FAQ
A few practical questions.
Who is this for?+
Sales-led B2B software companies using Salesforce. PE-backed companies are a priority; independent teams are welcome.
How is this tailored to our organization?+
During discovery, we agree your terminology, stages, ownership, metrics and priority reports. We build the selected workflows around them. Your agreement defines what is included; new sources or larger additions are scoped before being added.
What if we need more than the starting scope?+
We quote the workspaces, integrations, and workflows your team needs. New work after launch is agreed before it begins.
Let’s talk about your revenue priorities.
Tell me what your team struggles to see or act on. We’ll discuss whether a custom system and ongoing support would help.