Build the pipeline report a review actually needs.
“I have to walk into the pipeline review on Thursday and the report does not tell me what to decide.”
Coverage, creation, movement, and aging on one page, ending in the deals to decide this week.
What this skill does
Reads your open pipeline and answers the four questions a review asks: do we have enough coverage, are we creating enough, is it moving, and which deals need a decision now. It ends with a short list of deals to act on, not a wall of rows.
Inputs
- Works today with: a list of open deals, with stage, amount, close date, created date, and last activity date. Paste it or upload a CSV.
- More powerful connected to a CRM: it reads the whole pipeline automatically, plus history for creation and movement.
- Sharper with a BI tool or a sheet: pulls the target and the coverage ratio without a copy-paste.
- Sharper with a meeting or email tool: tightens the aging and gone-quiet checks.
How it works
- 1Coverage vs target
Open pipeline in the period divided by the target it must cover. State the ratio and whether it clears your bar. Below coverage is the first thing a review needs to know, so it leads.
- 2Creation vs goal
New pipeline created this period against what you needed to create. Coverage can look fine while creation quietly dries up. This is the leading indicator, so it gets its own line.
- 3Movement
What changed since last time: deals that advanced, deals that slipped a stage, deals that pushed their close date. Movement is the difference between a live pipeline and a parked one.
- 4Aging
Deals sitting in one stage past the aging basis. An old deal is not a bad deal, but an old deal nobody has touched is. Show days in stage and days dark side by side.
- 5Deals that need a decision
The short list. Deals inside the decision window, deals that are stuck, deals that are aging and quiet. Each one gets a next move, not just a flag.
Output format
PIPELINE REPORT · This period
Coverage $1.8M open vs $600K target · 3.0x, at bar
Creation $210K created vs $250K goal · 84%, behind
Movement 4 advanced, 2 slipped a stage, 3 pushed close date
Aging 5 deals over 30 days in stage, 2 of them dark 14+ days
Decide this week
1. Vertex ($67K, close Thu): champion quiet 12 days. Re-engage or slip it.
2. Blend Labs ($28K, in stage 34d): no next step. Set one or disqualify.
3. Northwind ($112K, dark 21d): last outreach or mark it lost.
(Figures illustrative.)
Tips
- Coverage is always shown as a ratio against a named target, never a raw dollar total alone.
- Creation is measured against a goal, not reported as a number floating on its own.
- "Aging" cites days in stage. A deal is not old because it feels old.
- The decision list is short and every entry has a move.
Turn revenue data into a wrap-up that drives action.
A weekly or monthly recap that ends in decisions, not a dashboard screenshot: position vs plan, what moved, the risks, the next moves.
Roll up a customer book into moves, not colors.
Sorts a book into at-risk, renewing, expansion, and going-quiet, each with the one move it needs.