Audit intermediate Works with: Any AI

Sales Pipeline Hygiene Audit

Table output Has example

Find stale deals and misleading stages.

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Audit my sales pipeline. Export of open opportunities with stage, value, age, last activity and next step: [PIPELINE_EXPORT]. Stage definitions as written: [STAGE_DEFINITIONS]. Quota and period: [QUOTA_PERIOD].

Flag deals with no next step, no activity for a set time, stage that does not match the evidence, inflated close dates, and single large deals dominating the forecast. Recalculate a realistic weighted pipeline using my historical conversion rates, showing the arithmetic.

Return a table with Deal, Problem and Action, a pipeline health score from 1 to 10, and a weekly review checklist.

Also propose stage exit criteria in plain language, a rule for closing deals that have stalled, and a short script for a pipeline review meeting that asks each owner for the next step and date. Suggest how to adjust the forecast when one deal is a large share of the total.

Also list the three deals that deserve the most attention this week and why. Suggest a short weekly pipeline review where each owner states the next step, the date and the risk, so that the forecast reflects reality and not optimism.

Then build the weekly operating rhythm around the cleaned pipeline. Define a thirty-minute pipeline review agenda: new deals, deals with no next step, deals stalled beyond a set number of days, forecast changes, and help needed. Create a deal inspection checklist with the questions to ask for each stage, such as who is the decision maker, what is the compelling event, what is the budget, and what is the competing alternative. Provide a template for next-step notes, and rules for closing lost deals with a reason. Propose a monthly accuracy report comparing the forecast with outcomes, and a coaching conversation guide for managers that focuses on evidence and not pressure. Add a data entry standard for stages, amounts and dates. Finally, list the pipeline measures that can mislead, such as total pipeline value, and the ratios that give a more honest picture.

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Findings (invented 20 deals, value 310,000)
No next step: 6 deals (88,000). No activity for 30 days: 5 deals (71,000). Close date already past: 4 deals.
Stage mismatch: 3 deals marked Proposal with no proposal sent.
One deal is 120,000 (39% of the pipeline).
Weighted pipeline using historical rates (10%, 25%, 50%): 61,500, not the 155,000 shown.
Actions: close or move 9 deals; set a next step for 6; review the 120,000 deal weekly.
Pipeline health score: 4 of 10. Weekly review checklist: next step, date, decision maker, competing option.

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