Pipeline hygiene
Pipeline hygiene (under REVENUE INTELLIGENCE) finds the deals that need tidying.
Summary
Section titled “Summary”The status chip (for example WATCH) and the bar summarise the book: 65 open deals · CHF 9,215,000 pipeline · CHF 1,690,000 at risk · 2 stale · 3 past due · 2 incomplete.
Hygiene factors
Section titled “Hygiene factors”| Panel | Finds |
|---|---|
| Staleness | Deals untouched for a long time. |
| Slippage | Deals past their close date. |
| Completeness | Deals missing an owner, value or close date. |
| Ownership | Deals without an owner. |
Each panel has View deals →. What the numbers say restates the figures with source links, and Deals to act on lists each deal with its Value and the Why. Select Generate brief for a written summary.
