Every deal, on the record. Every forecast, on the data.
A deal-data vault for sales leaders. Every motion captured, every slip recorded, every win pattern indexed. Forecasts learn from your history, not from gut feel.
Motions. Slips. Wins.
Three streams of deal history, indexed and searchable. The same data your forecast learns from, the same data your next deal review walks through.
Every deal motion captured
Stage moves, meeting notes, champion shifts, pricing pushback. The whole shape of the deal, not just the close date and amount.
- Stage-by-stage timeline
- Champion and buyer changes
- Pricing and scope movements
Every slip recorded
When a deal slid a quarter, the vault remembers why. Silent buyers, missed close criteria, late legal involvement. The next deal that smells similar gets flagged.
- Slip cause tagging
- Pattern match on open deals
- Rescue plays from past saves
Every win pattern indexed
The shape of a closed-won at your company is not a guess. The vault clusters wins by motion, persona, buying trigger, and rep style so reps can run the play that already worked.
- Win-pattern clusters
- Rep playbook surfacing
- Buying-trigger libraries
Your forecast, taught by your own history.
Most forecasts run on confidence percentages a rep typed in last Tuesday. Close Vault grounds the number in the deals already in your vault. Closed-won shapes. Closed-lost shapes. The slips you survived and the ones you didn't.
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Pattern-weighted predictionsOpen deals are scored against the closed-won and closed-lost clusters in your own data.
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Confidence bandsEvery quarter projection carries a band, not a single number, so leadership sees the realistic range.
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Calibration feedbackWhen the quarter closes, the vault learns from the gap between forecast and actual. The next quarter starts smarter.
What runs under the hood.
Four working surfaces. Capture, search, score, and a forecasting layer that learns from the other three.
Auto-record layer
Pulls deal motion from your CRM, calendar, email threads, and call notes. No rep data-entry tax.
Indexed deal library
Full-text search across closed-won, closed-lost, and live deals. Filter by motion, persona, slip cause, or rep.
Slip-risk and win-shape scoring
Open deals are scored against your historical patterns. Slip risks surface before they slide. Win-shape matches flag the deals to push.
Calibrated forecast engine
A pattern-weighted forecast with confidence bands. Recalibrates against actual quarter-close, not rep optimism.
Three modules. One vault.
The platform ships as three modules. Sales leaders can start with one and grow into the full vault as the history compounds.
Deal Record
The capture and indexing layer. Every deal becomes a structured record the moment it exists.
- CRM, email, calendar sync
- Motion timeline per deal
- Searchable deal library
- Champion and buyer tracking
Slip Watch
The pattern-matching layer. Open deals get scored against the slips and wins already in your vault.
- Slip-cause tagging
- Risk score on every open deal
- Win-shape match alerts
- Rescue plays from past saves
Forecast Engine
The forecasting layer. Pattern-weighted, calibrated against your own closed history, with confidence bands.
- Pattern-weighted projections
- Confidence band per quarter
- Rep, segment, region rollups
- Recalibration on close
Forecasts that finally matched reality.
Two teams that swapped gut-feel calls for vault-grounded numbers.
Codename: Northstar
Before: A 22-rep team forecasting on rep confidence percentages. The board call missed by a quarter, every quarter. Slipped deals discovered the day they slipped.
With Close Vault: Motion data from the last 18 months indexed. Slip Watch tagged 9 open deals with the same silent-champion pattern that killed the year before. Forecast Engine ran pattern-weighted bands per region.
Codename: Halcyon
Before: A six-region sales org with each region forecasting in its own style. Leadership couldn't reconcile the numbers. Closed-lost reasons were free text nobody read.
With Close Vault: Slip causes tagged across closed-lost history. Win-shape clusters surfaced two motions reps weren't reusing. Forecast Engine produced a single rollup with per-region confidence bands.
Bring your deal history. We'll bring the forecast.
Send the shape of your sales motion and the last few closed-won and closed-lost stories. We'll come back with what your vault looks like once your history is indexed.