Strategic Insights · SFI™ Explained

What Is the Sales Fiction Index?

A one-week diagnostic that tells you exactly what percentage of your pipeline is real — deal by deal, rep by rep — before your next forecast call.

By Robert Roseberry · 6-minute read · June 2026

The Sales Fiction Index™ is a pipeline diagnostic created and delivered by Robert Roseberry. It measures, precisely and verifiably, what percentage of your current sales pipeline can be confirmed as a real opportunity — and what percentage is, in his words, fiction.

The word "fiction" is deliberate. It is not an accusation about the people who filled the pipeline. It is a description of the data. A deal with no date and time confirmed for the next meeting (Falldown), no recent prospect contact, and a close date that has moved three times is not an opportunity. It is a story told in a CRM field. The Sales Fiction Index measures how many of those stories you currently have — and what they are costing you.

What the SFI Measures

The Sales Fiction Index evaluates every live deal in the pipeline against four criteria. A deal must pass all four to be counted as verifiable.

Signal 01

Confirmed Next Step

Is there an agreed, calendar-confirmed next conversation with the prospect? A follow-up email sent is not a next step. A meeting booked is.

Signal 02

Prospect Recency

When did the rep last speak — not email, not message — with the actual decision-maker? Two weeks of silence is a dark deal.

Signal 03

Close Date Accuracy

Has the close date moved more than once? A sliding close date is not a forecast. It is optimism with a deadline attached.

Signal 04

Manager Visibility

Does the manager know the real status of this deal — not the CRM entry, but the actual conversation with the prospect — right now?

A deal that fails any of these four tests is classified as fiction for the purposes of the diagnostic. The total percentage of deals in this category is your Sales Fiction Score — the single number that tells you what your pipeline is actually worth.

What Is a Typical Sales Fiction Score?

Across 25 years of running the SFI across North America, Asia Pacific, Europe, and the Middle East, the average Sales Fiction Score sits at approximately 65%. This means that in a typical sales organisation, roughly two-thirds of the pipeline cannot be verified as real against the four criteria.

"If your quarterly target is $3M and your Sales Fiction Score is 65%, you are making forecast decisions against approximately $1,050,000 of verified pipeline. The rest is a story you are telling your board."

The score varies by industry, region, and the rigour of the CRM process already in place. Technology companies in growth markets tend to score higher — more activity, more optimistic entries. Professional services and industrial companies tend to score slightly lower. But the direction is consistent: almost every organisation that has not explicitly installed a pipeline standard has a Fiction Score above 50%.

What Happens During the SFI Diagnostic?

The Sales Fiction Index takes one week. It begins with a workshop in which Robert introduces the four criteria and applies them — live, in the room — to your actual pipeline. Not a sanitised dataset, not a training scenario, but the deals your reps currently have open.

The application of the criteria surfaces something that is often uncomfortable but always useful: the difference between how a deal looks in the CRM and how it actually stands with the prospect. This is the fiction, made visible in real time.

By the end of the week, every deal in the active pipeline has been scored. You receive a Sales Fiction Score — a precise percentage — and a prioritised action plan that tells you which deals can be recovered, which have gone dark and need a defined recovery play, and which should be removed from the pipeline entirely to give you a forecast you can actually defend.

What Do You Do With the Score?

The Sales Fiction Score has three immediate uses.

It resets the forecast. Before the next board call or forecast meeting, you know exactly which deals are real and which are not. You can present a number you can defend — not a number extrapolated from an optimistic CRM.

It identifies the manager gap. The SFI almost always reveals that the fiction is concentrated in specific managers' pipelines. Not because those managers are bad at their jobs, but because they were never given a standard for what "real" looks like. The score tells you exactly where to focus the subsequent coaching investment.

It creates a baseline. The most powerful use of the SFI is as the starting point for a coaching programme. You know your Score today: 65%, or 58%, or 72%. The programme has a measurable goal: bring that number down. Fifteen years of IDC data shows that organisations that install the pipeline standard reduce their Fiction Score by 20–30 percentage points within the first two quarters.

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What Does the SFI Cost?

US$2,500SFI Assessment

The Sales Fiction Index Assessment is US$2,500. This covers the diagnostic workshop, the full pipeline scoring, the Sales Fiction Score, and the prioritised action plan. The $2,500 is credited in full toward any subsequent programme — so if you proceed to the Anchored Business Process, you pay nothing extra for the diagnostic.

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Every engagement begins with a free 30-minute conversation. Robert speaks personally with every VP Sales and CRO before any diagnostic is scheduled. Both sides determine whether there is a genuine fit. If there is, the SFI follows. If there is not, you leave with a clearer picture of where your pipeline problem lives — at no cost.

Common Questions About the SFI

Does the SFI require access to our CRM?
The SFI uses your CRM data as a starting point — the deals currently in the pipeline. But the diagnostic is not a CRM audit. It applies a human standard on top of the data: the questions your managers need to be able to answer about each deal. The score comes from what managers and reps can verify, not from what fields are filled in.
How disruptive is the SFI to our team?
The diagnostic requires approximately half a day of workshop time for the management layer. Reps are not required to attend the diagnostic — their deals are scored through manager interviews and CRM review. The process is designed to be efficient, not extractive.
We already have a pipeline review process. Do we still need the SFI?
If your pipeline reviews consistently surface the same deals in the same positions without resolution, and if your forecast accuracy varies significantly from quarter to quarter, the answer is almost certainly yes. The SFI tells you whether your review process is surfacing truth or managing optics — and that distinction is what determines whether your forecast can be trusted.
Does the SFI work for smaller teams?
Yes. Robert has run the SFI for teams as small as three reps and as large as 500 professionals across multiple countries. The criteria are universal. The score is always meaningful. The coaching that follows is calibrated to the size and complexity of the organisation.
What happens after the SFI?
Most clients proceed to the Anchored Business Process programme, which installs the pipeline standard into the management layer over six weeks to six months. The $2,500 SFI investment is credited in full. Some clients run the SFI as a standalone diagnostic before a planning cycle or board presentation and do not proceed to a full programme — which is a legitimate outcome if the score and action plan give you what you need.
Robert Roseberry

Robert Roseberry

Revenue Architect · Founder, Sales Achievements · Creator of the Sales Fiction Index™. 25 years, 25 countries, a global network of 500K+ professionals. Delivered for IDC, Thomson Reuters, Telstra, Pacnet, and Michelman across North America, Asia Pacific, and Europe. The SFI has been in continuous use since 2000.

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