Fortnightly pipeline review pack
A fortnightly pipeline review pack that separates real pipeline movement from data problems and puts the deals worth discussing in front of the client VP of sales.
- Industry
- Technology-Oriented Consulting
- Team
- Sales, Operations
- Use case
- CRM and sales
- Tags
- Client reporting
Template preview
Overview
What this template supports
A review pack for retained RevOps clients, built from the CRM snapshot and the agreed stage definitions. It supplies a movement stats row, a stage-by-stage table, a moved-deals table with owners and badges, data-problem and pipeline-problem callouts, a discussion list with owners and a definitions section.
- Movement stats row
- Stage-by-stage movement table
- Moved deals with owner badges
- Data problem versus pipeline problem callouts
- Discussion list with owners
- Definitions collapse
How to use this template
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Take the snapshot and compare it with the definitions
Read the CRM snapshot against the agreed stage definitions and list every opportunity whose stage differs from the previous review.
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Sort each move
Mark every move as pipeline movement or a data problem, and keep records you cannot confirm, such as close dates in a closed quarter, off the client copy.
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Choose the discussion list
Pick the deals where a decision changes the forecast, name the owner of each and write the question for the call.
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Deliver one day before the call
Send the pack to the client sponsor the day before the review and list the open confirmations with owners and dates.
Frequently asked questions
What does Fortnightly pipeline review pack help me do?
A fortnightly pipeline review pack that separates real pipeline movement from data problems and puts the deals worth discussing in front of the client VP of sales.
What is included in this template?
It includes Movement stats row, Stage-by-stage movement table, Moved deals with owner badges and Data problem versus pipeline problem callouts.
Who is this template designed for?
It is designed for Sales and Operations teams working in Technology-Oriented Consulting.
What should I review before using this template?
Read the CRM snapshot against the agreed stage definitions and list every opportunity whose stage differs from the previous review. Mark every move as pipeline movement or a data problem, and keep records you cannot confirm, such as close dates in a closed quarter, off the client copy.
Why are some deals missing from the client copy?
A record whose close date sits in a closed quarter cannot be told apart from a stale record. It stays off the client copy until its owner confirms it, and the pack says how many are held back and who owns them.
Does every moved deal go on the discussion list?
No. The lead consultant picks only the deals where a decision changes the forecast. The rest stay in the moved deals table.