CRM record
Stage 4 · expected close March 31
Salesforce · February 10
Official opportunity timing
Orchestri Overlay · Available through guided configuration
Keep Salesforce or HubSpot. See what changed around the customer.
Keep Salesforce or HubSpot official. Orchestri brings supported customer activity, changes, and next steps into a clearer working view. Access to the CRM remains read-only.
Contact sales for pricing
Clear system ownership
Existing CRM records stay official.
01
Connect the CRM
02
Match supported records
03
Add customer evidence
04
Review what changed
Overlay / Evidence in context
The record says the deal is fine.
The meeting said otherwise.
Compare the source record with the conversation. Review the discrepancy without changing the official CRM.
Relationship Thread · illustrativeMeridian Systems · Expansion · sample data
Source fact
Customer conversation
Procurement has not started.
February 12 meeting transcript
Contradicts close readiness
Discrepancy detectedCRM ≠ Meeting
The March 31 forecast timing may no longer be supportable.
Commercial effect · Orchestri interpretationCurrent coverage
Know what’s supported before you start.
Coverage depends on the CRM, records, permissions, and refresh behavior. These are the current Overlay boundaries.
Supported CRM providers
Salesforce and HubSpot
Supported records
Accounts, contacts, and opportunities or deals
Connected-system behavior
Read-only; no source CRM writeback
Authentication and permissions
Secure connection and configured access determine what Orchestri can read and who can use it.
Refresh and synchronization
Connection-specific refresh health and last-sync status are shown in Orchestri.
Additional objects or systems
Coverage beyond the listed records requires technical and product review.
Supported objects
Start with the customer and pipeline records that matter.
See what Overlay supports now and what is outside the current product boundary.
Provider
Supported records
Salesforce
Accounts, Contacts, Opportunities
HubSpot
Companies, Contacts, Deals
Not included today
Contract Intelligence
Product Intelligence
Price Book Intelligence
Source CRM writeback
These areas are strategic direction, not current Overlay capability. Any additional coverage must be confirmed before it is treated as part of an engagement.
Overlay Data Policy
Know what counts in the review.
The default policy keeps forecast logic practical while still surfacing useful operating and trust signals from connected CRM data.
Open opportunities are included by default.
Closed Won opportunities can be included within a lookback window.
Closed Lost opportunities can support loss and risk context, but are excluded from forecast calculations.
Forecast eligibility requires amount, stage, and close date.
Owner gaps are treated as operating and trust signals, not automatic forecast blockers.
Health and coverage
See what’s included—and what needs attention.
Teams can see which records were used, which were excluded, and what needs cleanup before a record counts in the forecast.
Included opportunities
Excluded opportunities
Missing amount
Missing close date
Mapping incomplete
Source breakdown
Last sync
Read-only active
Keep the system of record. Add the intelligence around it.
Orchestri Overlay provides a durable relationship and commercial intelligence layer while supported Salesforce or HubSpot records remain read-only and official.