Pipeline review

A pipeline review that leaves a trace on every deal

A salesperson’s deals reviewed one by one, with a verdict and decisions logged on each deal.

In practice

You pick a salesperson and go through their deals one by one. For each: the risk zone, the score, the last exchange, open blocking points and actions. You give a verdict (keep, push, challenge, let go), a comment and decisions: an action added to the plan, a request to change stage or to close.

Each review is logged on the deal. The salesperson sees it and acknowledges it: the decision taken in the meeting does not stay in the manager’s notes.

Other features

The other pages, group by group.

Qualify and move the opportunity forward

Portfolio triageAll your deals in three columns: push, wake up, let go, with the reason behind each verdict.
Qualification: why, why now, why usThree questions asked on every deal, with a coach that guides you through answering them.
Blocking pointsTwelve factors that slow a deal down, the question that checks each one, and a diagnosis that reads your deal.
AI deal reviewOne button at the top of the deal: the AI re-reads the whole file, tells you what is solid and what is fragile, then proposes a dated action plan.
TrainingShort, replayable sessions: simulated prospecting calls and discovery meetings, with a debrief on every answer.
SkillsThe objection library, from cold call to closing, each handled at five levels of sales effectiveness.
JourneysThe decision tree of your call or meeting: what you say, what the client answers, and what comes next depending on the answer.
Cost of inactionWhat the client loses by changing nothing, worked out with them from levers and formulas shared by the team.
Battle cardsPer solution: the criteria, our coverage, each competitor’s, and what the client actually expects.
Action planEach opportunity’s actions, with their source: process, mapping, blocking point, AI review, coach or manual entry.

Align and steer the team

Team referenceEverything that gives the team the same reading grid: solutions, competitors, USPs, SWOT cards, process, risk thresholds and criteria, personas, sectors.
ProcessThe funnel stages, their questions, and prerequisites that gate the move to the next stage.
Ecosystem mappingGroup, companies, departments, contacts, relationships and buying roles: the account as it actually works.
Account planOne plan per company: vision, objectives, linked opportunities, account health and white space.
Opportunity MappingThe opportunity’s SWOT, built from the team’s cards, and a score that says what is covered.
Risk managementThe process × mapping matrix: Commitment, Best Case, Risk, Pipeline, with amounts per zone.
Risk criteriaThe weight of each of the 12 blocking factors, set for the whole team and by sector, and your own risk questions.
Pilotage viewThe leadership dashboard: forecast by risk zone and its trend, alerts, installed revenue, renewals, white space, account plans.
Forecast trendA daily snapshot of amounts by risk zone, overall and per salesperson, and its curve over time.
AlertsThe deals slipping away: mapping going down, inactive deal, close date passed, large deal with no Champion or Economic Buyer.
Team, roles and CRMAdmin, Manager, Sales and Read-only roles; invitations; read and write with HubSpot.