Docs

Pipeline Health Dashboard

Question it answers: Which deals are likely to close, which are at risk, and what's blocking progress across the open pipeline?
Cadence: Weekly
GTM owner: Rev Ops

Data sources

Internal: deal_qualification table — outcome_score (0–100 close-likelihood), outcome_band (strong / promising / at-risk / long-shot), binding_constraint (functional / commercial / technical), and axis_scores. deals table for deal amount, stage, and age. deal_stakeholders for champion and EB coverage. interactions for recent activity signals (last touch date, conversation volume).

External: None. Pipeline health is an internal read.

Living Document

A weekly written pipeline brief for revenue leadership. Not a data dump — a narrative read of the pipeline's health with a bias toward what needs attention. Sections:

  • Pipeline snapshot — total open value, weighted forecast, deal count by band
  • Strong/promising deals — which deals have the highest outcome scores and why; what's been driving momentum
  • At-risk and long-shot deals — which deals are scoring poorly and what the binding constraint is for each
  • Coverage gaps — deals missing a confirmed champion or economic buyer
  • Stage stagnation — deals that haven't progressed in 2+ weeks despite recent activity
  • Recommended focus for the week — 3–5 specific actions: which deals to accelerate, which to pressure-test, which to triage

This is the weekly artifact a VP of Sales or CRO reviews on Monday morning. It's based on objective signals, not rep-reported CRM fields.

Page

The live interactive pipeline view for the revenue team.

Stats row (top):

  • Total open pipeline value
  • Weighted forecast (outcome_score-weighted deal amounts)
  • Number of deals at-risk or long-shot
  • Average days in current stage across active deals

Funnel chart: Deal count and value by normalized stage.

Bar chart: Open pipeline value by outcome_band (strong / promising / at-risk / long-shot).

Table — Deal-level view: One row per active deal — company, deal value, stage, outcome_score, outcome_band, binding_constraint, champion confirmed (Y/N), EB confirmed (Y/N), last touch date, days in stage. Sortable by outcome_score descending as default.

Scatter chart: Deal value (Y) vs. outcome_score (X) — lets users see which high-value deals are at risk.