1Export your pipeline
From your CRM, spreadsheet, or field-service tool, export your open estimates/opportunities as CSV or XLSX. A text-based PDF report with a clear opportunity table also works. Recommended columns:
- Opportunity ID
- Estimate Date
- Estimate Amount
- Status
- Last Contact Date
- Job Type
- Salesperson
- Notes (optional, non-sensitive)
Remove customer names, addresses, or any other information you don't need included. At least 3 active opportunities are required for a report.
2Upload your pipeline files
Choose up to 5 CSV, XLSX, or text-based PDF files in any combination. We'll combine them into one audit, validate the complete pipeline, generate your Executive Revenue Recovery Report, and personally review it before sending it to you.
Having trouble uploading? Email your file instead to support@revtriage.com.
3Receive your report
Every report is personally reviewed by our team before delivery. Normal delivery is within one business day of upload.