Illustrative synthetic data — not real Level AI or customer data
Forecast Evidence Engine

All deals/Fairhaven Banks

Mid-Market · Proposal · close Sep 30 2026

Fairhaven Banks

Elena Vasquez · opp-fairhaven

$360,000

Best CaseBest Case

MEDDICC

81.3

6.5 of 8 points

Days since last meaningful call

6 days

call-fairhaven-2

External voices

2

Economic buyer on a call: yes

Evidence gate

Passed — category stands.

RepBest CaseAdjustedBest Case

Gate result

Fairhaven Banks stays in Best Case. The evidence gate does not promote deals; it only demotes unsupported Commit and Best Case calls.

Evidence freshness

Last meaningful external call was 6 days ago. Commit requires a meaningful external call within 14 days. 0 short call(s) were ignored.

Economic buyer on a call

Colin Ward is named in CRM and appears on a call as Colin Ward.

MEDDICC completeness

Score 81.3 / 100 from 6.5 of 8 points. 5 field(s) corroborated on a call (1.0 each), 3 CRM-only (0.5 each), 0 absent (0).

  • Metrics: call — Branch-to-call-center handoff errors down 50%
  • Economic buyer: call — Colin Ward, CFO
  • Decision criteria: call — BSA/AML flags, core integration
  • Decision process: crm — CFO + BSA officer
  • Paper process: crm — Vendor management queue, 6 weeks
  • Identified pain: call — Handoff calls have no shared transcript
  • Champion: call — June Alvarez, VP Retail Ops
  • Competition: crm — TapeDeck

Multi-threading

2 distinct external participant(s) (seniority-weighted score 5.5): Colin Ward, June Alvarez.

  • Call call-fairhaven-1 — Colin Ward (c-level) on call-fairhaven-1, call-fairhaven-2
  • Call call-fairhaven-1 — June Alvarez (vp) on call-fairhaven-1, call-fairhaven-2

MEDDICC grid

Call evidence counts 1.0, CRM-only 0.5, absent 0.

81.3 / 100

Metrics

Call evidence

Branch-to-call-center handoff errors down 50%

1 pt

Economic buyer

Call evidence

Colin Ward, CFO

1 pt

Decision criteria

Call evidence

BSA/AML flags, core integration

1 pt

Decision process

CRM only

CFO + BSA officer

0.5 pt

Paper process

CRM only

Vendor management queue, 6 weeks

0.5 pt

Identified pain

Call evidence

Handoff calls have no shared transcript

1 pt

Champion

Call evidence

June Alvarez, VP Retail Ops

1 pt

Competition

CRM only

TapeDeck

0.5 pt

Call timeline

Calls under 3 minutes are not meaningful for freshness.

  1. Fairhaven CFO discovery

    Aug 14 2026 · 40 min · call-fairhaven-1

    Meaningful · External: Colin Ward (c-level), June Alvarez (vp)

    Colin quantified branch-to-call-center handoff errors. June is the champion. TapeDeck is the incumbent. BSA officer not yet in the room.

  2. Vendor-management queue

    Aug 28 2026 · 28 min · call-fairhaven-2

    Meaningful · External: June Alvarez (vp), Colin Ward (c-level)

    Colin confirmed a six-week vendor-management queue. June asked for a BSA/AML flag demo. No new competitor named.