Pipeline Review Template
The pipeline review template below is free to preview and install in Zealos. Run structured weekly pipeline reviews with forecast tracking, at-risk deals, and coaching actions.
Preview: Pipeline Review
Pipeline Review
Review Date: [Date] | Team: [Team Name] | Manager: [Your Name] | Quarter: [Q#]
Forecast Summary
Stage | # Deals | Total Value | Weighted Value | WoW Change |
|---|---|---|---|---|
Discovery | [X] | [$X] | [$X] | [+/- $X] |
Demo / Evaluation | [X] | [$X] | [$X] | [+/- $X] |
Proposal / Negotiation | [X] | [$X] | [$X] | [+/- $X] |
Closing | [X] | [$X] | [$X] | [+/- $X] |
Total Pipeline | [X] | [$X] | [$X] | [+/- $X] |
Commit Deals
Commit deals are those you are confident will close this quarter. Hold yourself accountable — your word is your forecast.
Deal | Rep | Value | Close Date | Confidence | Next Step |
|---|---|---|---|---|---|
[Deal 1] | [Rep] | [$X] | [Date] | High | [Action] |
[Deal 2] | [Rep] | [$X] | [Date] | High | [Action] |
[Deal 3] | [Rep] | [$X] | [Date] | High | [Action] |
Total Commit: $[X]
Best Case Deals
Deal | Rep | Value | Close Date | What Needs to Happen |
|---|---|---|---|---|
[Deal 1] | [Rep] | [$X] | [Date] | [Key dependency] |
[Deal 2] | [Rep] | [$X] | [Date] | [Key dependency] |
[Deal 3] | [Rep] | [$X] | [Date] | [Key dependency] |
Total Best Case: $[X]
At-Risk Deals
These deals have stalled, slipped, or have identified risks. Each needs a specific recovery action.
Deal | Rep | Value | Risk Reason | Recovery Action |
|---|---|---|---|---|
[Deal 1] | [Rep] | [$X] | [e.g., Champion went silent] | [e.g., Multi-thread to VP] |
[Deal 2] | [Rep] | [$X] | [e.g., Budget freeze] | [e.g., Restructure as pilot] |
[Deal 3] | [Rep] | [$X] | [e.g., Competitor undercut on price] | [e.g., Reframe on value] |
Pipeline Gaps
Quota: $[X] | Commit: $[X] | Gap: $[X]
Coverage ratio: [X]x (target: 3x)
Deals needed to close gap: [X] at average deal size of $[X]
Pipeline generation needed this month: $[X]
Per-Rep Coaching Notes
[Rep 1]: [Coaching observation and action]
[Rep 2]: [Coaching observation and action]
[Rep 3]: [Coaching observation and action]
Actions from This Review
[Action item] — Owner: [Name] — Due: [Date]
[Action item] — Owner: [Name] — Due: [Date]
[Action item] — Owner: [Name] — Due: [Date]
[Action item] — Owner: [Name] — Due: [Date]
[Action item] — Owner: [Name] — Due: [Date]
About this template
The weekly pipeline review is the heartbeat of every sales team — yet most run it ad hoc off a CRM dashboard. This template brings structure to your pipeline call with a forecast summary by stage, a commit and best-case deal breakdown, an at-risk deal tracker, pipeline gap analysis, per-rep coaching notes, and a clear action list. Designed for sales managers and VPs running team pipeline meetings. Use it weekly to improve forecast accuracy, catch slipping deals early, and coach your reps with data rather than instinct.
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