SL-002 · Sales & Customer
Sales Pipeline Review
Separate genuine opportunities from hopeful numbers
About this toolkit
This toolkit gives you a straightforward way to inspect the pipeline for coverage, movement and real evidence, not just a number that feels reassuring.
What this toolkit helps you achieve
- Apply a clear and repeatable sales process
- Use evidence and numbers to focus attention
- Finish with owned actions and review dates
What’s included
- A four‐part cycle for reviewing a pipeline: Inspect, Diagnose, Coach, Forecast
- The Five Golden Rules of pipeline review, on one page
- A plain‐English guide to the four pipeline health checks: Coverage, Velocity, Conversion, Concentration
- A twelve‐question coaching bank for inspecting, diagnosing and forecasting
- A matrix for judging how much confidence a deal genuinely deserves
Best for
Sales managers improving pipeline quality, movement and forecast confidence
Expected practical outcome
Inspect individual deals before you trust the total. A healthy‐looking number can be built from several deals that were never really going to close.