Goal
Produce an evidence-based pipeline review that identifies real opportunities, weak assumptions, stalled deals, and the next actions that matter.
Success Criteria
- Every opportunity is evaluated against supplied stage criteria.
- Missing next steps, owners, dates, and decision evidence are visible.
- Forecast risk is explained at the deal and portfolio level.
- Recommended actions are specific and attributable.
Inputs
- Opportunity list with value, stage, owner, and expected close date
- Stage-entry and exit criteria
- Last activity, next step, and stakeholder information
- Qualification and decision-process evidence
- Historical conversion or cycle data, if available
- Current target and forecast method
Constraints
- Do not treat seller confidence as verified buyer intent.
- Do not invent probabilities, activity, stakeholders, or close dates.
- Use the organization’s supplied stage and forecast definitions.
- Do not change records, stages, ownership, or forecasts.
Instructions
- Validate each opportunity against its current stage criteria.
- Flag missing buyer actions, stale activity, unsupported dates, and absent next steps.
- Classify risk by evidence: healthy, needs attention, or unqualified.
- Identify deals to advance, requalify, nurture, or recommend for owner review.
- Compare aggregate pipeline with target using supplied conversion assumptions.
- Create owner-specific actions and questions for the review meeting.
Output
- Pipeline health summary
- Opportunity risk table
- Stalled and weakly qualified deals
- Forecast gaps and assumptions
- Owner action list
- Decisions and data corrections needed
Quality Check
Confirm that every risk flag cites a missing or conflicting data point, calculations reconcile to supplied totals, and actions describe observable buyer or seller progress.
Stop Rules
Ask for stage definitions when they materially change the review. Do not modify the CRM or commit a forecast on behalf of an owner.