Weekly CRM Pipeline Hygiene Audit and Fix List
Audit your weekly CRM pipeline for stale deals, missing next steps, close date slips and data gaps, and produce a fix list by owner.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Act as a sales operations analyst and audit my pipeline export. Paste of pipeline rows (deal name, owner, stage, amount, close date, last activity date, next step, created date): [PIPELINE_EXPORT]. Today's date: [TODAY_DATE]. Our stale deal rule in days: [STALE_DAYS]. Quarter end date: [QUARTER_END]. Stage names in order: [STAGE_NAMES]. Check every row against these tests: no next step, no activity in more than the stale limit, close date in the past, close date moved more than twice if the history is visible, amount empty or zero, stage inconsistent with age, close date after quarter end but flagged as committed, and duplicate deal names. Report in a findings table with the columns Deal, Owner, Problem, Severity (high, medium, low), Suggested fix, Question for the owner. Then give counts by problem type and by owner, the percentage of pipeline value affected with the arithmetic, and the top five deals to review first. Provide a short message for each owner listing only their items, polite and specific, and a five minute agenda for a pipeline review. Do not change, close or delete anything automatically; this is a review list for people to act on. Mark any CRM feature you mention, such as saved reports or alerts, [VERIFY] for my tool and plan. Do not invent deals, amounts or dates. If the export lacks a column needed for a test, say which test you skipped. Treat customer names as confidential. Add a worked example with invented figures: 40 deals worth 480,000 in total, of which 9 worth 96,000 are stale and 6 worth 58,000 have no next step with 2 deals overlapping worth 12,000, and compute the affected share.
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