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[omh] CRM pipeline or sales forecast to review: turn a supplied CRM export or pipeline snapshot into an evidence-bound pipeline health, forecast, and follow-up review. Aliases: pipeline-review, forecast-review, deal-review. Use when the user says: sales-pipeline-review, sales pipeline review, pipeline review, pipeline health, pipeline coverage, deal review, deal health, sales forecast review.
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Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories into the inspection view, Days in Stage and other deal-change metrics, and pipeline review cadence for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for the Revenue Intelligence app, Einstein deal insights, or forecast-accuracy dashboards — use admin/revenue-intelligence-setup. NOT for forecast types, quotas, or forecast hierarchy setup — use admin/collaborative-forecasts. Keywords: pipeline review, coverage ratio, stage conversion, slippage, stale deals, days in stage, LastStageChangeInDays, LastStageChangeDate, AgeInDays, PushCount, ForecastCategoryName, enablePipelineInspection, PipelineInspMetricConfig, OpportunitySettings, review cadence, commit call.
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Review sales opportunities by stage to see deal totals, aging, and risks. Identify stalled deals, overdue closing dates, and missing next steps, then compare available opportunities with sales targets and recommend where to focus.
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Pipeline analysis composite. Pulls deal/meeting data from any CRM or tracking system, analyzes the pipeline over a user-defined period (weekly, fortnightly, monthly, quarterly), and produces both an executive summary and a detailed diagnostic report. Covers volume, qualification rates, source effectiveness, stage velocity, stuck deals, and actionable recommendations. Tool-agnostic — works with any CRM (Salesforce, HubSpot, Pipedrive, Close, Supabase, CSV).
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Weekly, on a Friday, read only everywhere. Scores the week from the ledgers with a source path beside every number, replays the browser flows the other routines depend on, names one thing to kill and one thing to scale, and files both as cards. It sends only where you released the channel, spends only where you released it, never touches a credential, and never writes a number it did not count out of a named file this run.
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Revenue Intelligence setup: activating the RI app and its CRM Analytics assets, Einstein deal insights, the opportunity-change waterfall, and forecast-accuracy analytics for sales leaders. NOT for configuring the Pipeline Inspection view, its metrics and review cadence - use admin/pipeline-review-design. NOT for forecast types, categories, rollups and quotas - use admin/collaborative-forecasts.
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Monthly strategic review playbook. Chains pipeline-review + campaign-analyzer + win-loss-analyzer + gtm-analyzer. Outputs executive summary with KPIs, channel ROI, competitive shifts, and strategic recommendations.
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Weekly pipeline health analysis with velocity metrics, stage distribution, forecasting, and actionable recommendations
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