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

All deals/Helios Freight

Enterprise · Negotiation · close Sep 25 2026

Helios Freight

Marcus Chen · opp-no-eb-commit

$385,000

CommitBest Case

MEDDICC

62.5

5 of 8 points

Days since last meaningful call

6 days

call-helios-3

External voices

2

Economic buyer on a call: no

Evidence gate

Failed — category demoted.

RepCommitAdjustedBest Case

Gate result

Helios Freight was called Commit and is evidence-adjusted to Best Case. 1 rule failed.

  • No economic buyer has been on a call. CRM names Naomi Trent, but that person does not appear on any conversation.

economic buyer absent

No economic buyer has been on a call. CRM names Naomi Trent, but that person does not appear on any conversation. Calls reviewed: call-helios-1, call-helios-2, call-helios-3.

  • Calls reviewed: call-helios-1, call-helios-2, call-helios-3.

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.

  • Call call-helios-3 — Negotiation recap — still no CFO (Aug 28 2026)

Economic buyer on a call

Naomi Trent is named in the CRM economic-buyer field and does not appear as a participant on any call.

  • CRM names Naomi Trent

MEDDICC completeness

Score 62.5 / 100 from 5 of 8 points. 2 field(s) corroborated on a call (1.0 each), 6 CRM-only (0.5 each), 0 absent (0).

  • Metrics: crm — Need 20% reduction in dispute-cycle time
  • Economic buyer: crm — Naomi Trent, CFO
  • Decision criteria: crm — Integration with existing TMS, SOC2, price
  • Decision process: crm — CFO sponsor; Ops runs the eval
  • Paper process: crm — Procurement portal; 30-day legal
  • Identified pain: call — Dispatchers cannot find the call that caused a claim
  • Champion: call — Chris Delgado, VP Operations
  • Competition: crm — Pinnacle Listen

Multi-threading

2 distinct external participant(s) (seniority-weighted score 4.5): Chris Delgado, Mina Cho.

  • Call call-helios-1 — Chris Delgado (vp) on call-helios-1, call-helios-2, call-helios-3
  • Call call-helios-1 — Mina Cho (director) on call-helios-1, call-helios-2

MEDDICC grid

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

62.5 / 100

Metrics

CRM only

Need 20% reduction in dispute-cycle time

0.5 pt

Economic buyer

CRM only

Naomi Trent, CFO

0.5 pt

Decision criteria

CRM only

Integration with existing TMS, SOC2, price

0.5 pt

Decision process

CRM only

CFO sponsor; Ops runs the eval

0.5 pt

Paper process

CRM only

Procurement portal; 30-day legal

0.5 pt

Identified pain

Call evidence

Dispatchers cannot find the call that caused a claim

1 pt

Champion

Call evidence

Chris Delgado, VP Operations

1 pt

Competition

CRM only

Pinnacle Listen

0.5 pt

Call timeline

Calls under 3 minutes are not meaningful for freshness.

  1. Helios ops discovery — dispute cycle time

    Aug 14 2026 · 41 min · call-helios-1

    Meaningful · External: Chris Delgado (vp), Mina Cho (director)

    Chris described dispatchers unable to find the call that caused a claim. He named Naomi Trent as the CFO sponsor but said she has not joined yet.

  2. Working session on TMS integration

    Aug 21 2026 · 35 min · call-helios-2

    Meaningful · External: Chris Delgado (vp), Mina Cho (director)

    Chris and Mina reviewed TMS fields. Pinnacle Listen was mentioned as the other vendor in the bake-off. No finance attendee.

  3. Negotiation recap — still no CFO

    Aug 28 2026 · 28 min · call-helios-3

    Meaningful · External: Chris Delgado (vp)

    Chris said pricing is in a good place and that he would 'get Naomi on the next one.' The next one has not happened.