Know if your pipeline is healthy or just one big deal from collapsing

A big pipeline number can hide dangerous concentration in one or two deals. This decomposes current pipeline by stage, weights it into a real forecast, and flags concentration risk so a healthy-looking total doesn't hide a fragile one.

AnalyticsData AnalystB2BQuick setup1 step1 output

Report

Report produced by this recipe.

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What it does

Snapshots current open pipeline value decomposed by stage, with a stage-weighted forecast and a concentration-risk flag when too much value sits in too few deals.

You get

a pipeline value snapshot with risk flagging

How it works

Value open pipeline by stage

build_insights_report

Total open deal value grouped by current stage, plus a forecast weighting each deal by its stage's win rate from the last 180 days of closed deals, compared with the same snapshot 30 days ago. Flags any stage holding more than 40% of the pipeline.

Produces:Report

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