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Scenario planning

Three numbers your team will actually defend.

A weighted forecast is arithmetic. Scenario planning is judgement — your team calls every open deal green, yellow or red, and the forecast rebuilds into a certain, an optimistic and an ambitious GAP: the measured distance to budget in each version of the year.*

Certain Optimistic Ambitious
The problem

One number can't carry the meeting.

The weighted forecast is the right expectation — probability times value is what the year averages out to, and it is the number GAP holds you to. But an average is not a plan: no one delivers 43% of a project, it lands or it doesn't.

Scenario planning asks the question the room actually argues about: what does your GAP — the distance to budget — look like in the certain, the optimistic and the ambitious case, and which deals move you from one to the other?

How it works

Call the deals. Slice the forecast.

1
Call every deal

Green, yellow or red, on one board. It takes a sales meeting, and it is the team's judgement rather than a field the CRM calculated. Green is not a stage: a deal can be green the day it enters the pipeline — an existing customer, a repeat contract, any solid reason it is yours to win.

2
Count deals whole

In a scenario, a deal is worth what it is worth. Nothing is discounted by a probability — you are asking what happens if you win it.

3
Slice by conviction

Certain is the greens on their own. Optimistic adds the yellows. Ambitious counts everything. Each slice ends in its own GAP figure, and the forecast, the backlog and every drill-down follow it.

Scenario board
illustrative deals
Green $6.0M
Any stage — an existing customer, or another good reason it's yours to win.
Water treatment upgrade
Civil $4.2M
Depot fit-out
Building $1.8M
Yellow $8.5M
Real, but it still has to be won.
Bridge strengthening
Civil $6.1M
Campus services
Building $2.4M
Red $8.3M
Live, and a long way from signed.
Coastal protection
Civil $5.0M
Rail siding
Civil $3.3M
What you get

A certain, an optimistic and an ambitious GAP — from one board.

This is the promise: every scenario ends in its own GAP figure — how far that version of the year lands from budget. Not three opinions; three measured positions you can plan against. The spread between the certain and the ambitious GAP is the part of your year still in play — and where your selling time should go.

Certain
Green only
$18.4M
Certain GAP  -5.6M
Optimistic
Green + yellow
$22.9M
Optimistic GAP  -1.1M
Ambitious
Everything lands
$27.6M
Ambitious GAP  +3.6M
Illustrative figures against a $24.0M budget.
In the room

The meeting stops being a status report.

A colour is a commitment

Calling a deal green in front of the team is a different act from typing 70% into a CRM field. It is owned, it is visible, and it is stage-blind — an early-stage deal with an existing customer can be green while a late-stage long shot stays red.

The spread is the risk

If even the certain case covers the budget, you have a delivery problem to plan for. If only the ambitious case gets there, you have a selling problem — and you still have months to do something about it.

Your calls stay yours

Colours live in GAP and are never written back to your CRM. Your internal read on a deal is not something a customer's account manager should ever see in a synced field.

Watch the three GAPs move, live.

Book a live demonstration on a full demo company — call deals green, yellow and red yourself and watch the certain, optimistic and ambitious GAP figures rebuild as you do.

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* Included in specific GAP plans rather than every plan — we walk through which plan covers what in the demo.