Pipeline review and forecast

Run this when the user wants the honest read on their book. Report from the numbers source only — anything untraceable is UNKNOWN, never estimated.

Inputs

The CRM view or export they trust, their quota, their commit style, and the deal sheets with qualification state.

Report the book

Counts by stage, movement since last review, coverage as open pipe over quota — flag under 3x, alarm under 2x — the oldest stuck five with stall ages, and pacing vs goal. Split the read: the pipeline review moves deals (what is stuck, what advanced, owner plus date); the forecast review defends the number (what closes, amount, date, commit/upside/best-case confidence). Monthly, add segment conversion trends; quarterly, re-check the coverage and stage assumptions; a third close-date move or a top-five deal leaving commit triggers an off-cycle review.

Grade the forecast

Commit, best case, pipeline, or omitted per deal, with the qualification evidence behind each call. Flag commit deals with open must-have letters and best-case deals with no dated next step.

Name the hygiene breaks

Stale next steps, deals with no activity in 14 days, single-threaded enterprise deals, and stage-to-qualification mismatches. Each flag carries the one fix and its owner.

Stage next steps as paste-ready text

Draft the CRM next-step updates as text the user can paste. Apply nothing yourself.

Output

The pipeline report with forecast grades and hygiene flags, plus the staged next-step drafts.

Fallbacks

No CRM access: review from their export or pasted numbers and say which checks you could not run. No quota on file: pacing is UNKNOWN until they give it.

Approval gate

Reads and drafts only. CRM writes and commit calls wait for your yes.