AXIS cleans, checks and analyses your sales pipeline data to identify stale deals, overdue follow-ups, missing next steps and revenue that may already be at risk.
You receive a plain-English risk report reviewed by Meridion, showing what needs attention and what to prioritise first. Built for SME businesses whose pipeline looks active but is hard to trust.
Your CRM or spreadsheet may contain old deals, missing next steps, inconsistent dates, overdue follow-ups and opportunities that should no longer be counted as live.
That means your pipeline can look healthy while revenue is already at risk.
AXIS is built for the reality of SME data: messy exports, missing fields, inconsistent formats and reports that take too long to prepare.
Every Pipeline Risk Audit checks for the signals that most pipeline reviews miss — or never look for.
Stale deals still marked as active
Overdue follow-ups with no recorded action
Missing next actions on open opportunities
Deals past their expected close date
High-value opportunities with no recent activity
Forecast value that may be overstated
Weak or incomplete data affecting accuracy
Revenue at risk over the next 30–90 days
The report does not just show pipeline risk. It also shows where your data itself is unreliable — so you know which numbers to trust.
AXIS cleans and standardises real-world business exports before analysis. The aim is not to give you another dashboard. The aim is to turn messy business data into a clear view of what needs attention.
You send a CRM or spreadsheet export. It does not need to be clean or complete. AXIS is built to handle real-world SME data, including missing fields, inconsistent formats and outdated records.
AXIS standardises the data and checks the key risk signals — dates, values, stages, activity fields, missing data and deal health. AXIS supports the analysis. Every founder-led audit is reviewed by Meridion before delivery.
You receive a plain-English risk report reviewed by Meridion. It shows what is wrong, why it matters and what to fix first. A short walkthrough is available where useful.
Designed for action, not interpretation. It shows what is wrong, why it matters and what to fix first.
These are illustrative findings based on the type of pipeline data AXIS typically analyses for SME businesses. Actual findings depend on your export.
Example only. Actual findings depend on your export.
For most Pipeline Risk Audits, AXIS does not need customer names, personal details or private notes. It mainly needs dates, values, stages and activity fields.
Start with one export. Receive a clear risk report. No dashboards to learn. No software to install.
Monthly AXIS Watch, wider Executive Rollup reviews and future self-serve AXIS access may be discussed after an initial audit or Business Stability Review where there is a clear fit.
Self-serve AXIS access is planned as a later annual subscription for suitable clients who want to run AXIS internally.
AXIS starts with the three areas that most quickly reveal business risk. The Pipeline Risk Audit covers the first. The AXIS Business Stability Review covers all three.
Wider Executive Rollup reviews may be available later for businesses that need a broader view across additional domains.
Most tools give you more data to interpret. AXIS gives you a clear report showing what needs attention.
You may remove or replace customer and company names before sending the file. For most audits, AXIS only needs dates, values, stages and activity fields.
During founder-led audits, files are reviewed directly by Meridion before the report is delivered. Data is not processed and sent blindly.
Raw data is not published. Files submitted for audit are not used to train public AI models. Case studies use anonymised findings unless written permission is given.
Meridion works under appropriate processing terms and secure handling standards. Clients remain responsible for their lawful basis for sharing data.
Every early audit is reviewed by Meridion before delivery. AXIS supports the analysis, but reports are not sent blindly. This keeps quality high while AXIS is refined against real SME data formats.
The aim is not to give you another tool to manage. The aim is to give you a clear view of what your data actually shows — so you can make better decisions with more confidence.
Send one CRM or spreadsheet export. AXIS will clean, check and analyse it, then Meridion will deliver a plain-English report showing where revenue is at risk.
Request a Pipeline Risk Audit