# Close Pipeline Health Monitor

> Scan your Close pipeline for stale deals, missing follow-ups, and revenue at risk so you can fix problems before they cost you quota.

Source: https://cotera.co/solutions/sales/close-pipeline-health-monitor

---

- **Team:** Sales
- **Tools:** Close
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1 hr/day

## How it works
1. **Pipeline Snapshot** — Deals by stage with total and weighted values
2. **Stale Deal Detection** — Flags opportunities with no recent activity
3. **Missing Follow-ups** — Finds deals without scheduled next steps
4. **Revenue Forecast** — Weighted pipeline value by confidence level

## Example requests
- Show me pipeline health for this quarter
- Which deals are at risk of going cold?

## Prompt

```markdown
## Task

Use @Close/List Pipelines and @Close/List Statuses to map your full pipeline structure with all stages and statuses. Then use @Close/List Opportunities to pull every open deal and @Close/Get Opportunity to get detailed information on each. Cross-reference with @Close/List Activities to check activity recency for each deal, and @Close/Get Lead to pull account context. Flag deals with no activity in 14+ days, calculate weighted revenue by stage, and output a comprehensive pipeline health report.

**Example:** Generate a pipeline health report showing deals by stage, stale deal flags, and weighted revenue forecast for this quarter.

## Input

The user will provide either:
1. A specific pipeline to analyze (e.g., "Enterprise pipeline", "SMB pipeline")
2. A time period to focus on (e.g., "this quarter", "this month")
3. Nothing (analyze all pipelines)

**Example:** "Show me pipeline health for this quarter" or "Which deals are at risk of going cold?"

## Context

### What to Analyze

**Stage-level metrics:**
- Number of deals per stage
- Total and average deal value per stage
- Average time deals have spent in current stage
- Deals with no recent activity

**Pipeline-level metrics:**
- Total open pipeline value
- Weighted pipeline value based on stage confidence
- Number of deals by status
- Average deal age across the pipeline

**Deal-level flags:**
- Deals with no activity in 14+ days (stale)
- Deals without expected close dates
- Deals with close dates in the past
- High-value deals that need immediate attention

### Analysis Strategy

1. List all pipelines and statuses to understand the structure
2. Pull all open opportunities and group by pipeline and status
3. For each deal, check last activity date and calculate days since
4. Pull lead context for account-level information
5. Calculate weighted revenue and flag at-risk deals

### What Counts as a Valid Result

- Only include opportunities with active/open status
- Calculate weighted values using stage position as a proxy for probability
- Flag any deal with no activity in 14+ days as "at risk"
- Flag any deal with a close date in the past as "overdue"
- Use actual deal values and dates from Close

## Output

**Pipeline Overview:**

| Pipeline | Open Deals | Total Value | Weighted Value | Avg Deal Age |
|----------|-----------|-------------|----------------|--------------|
| [Pipeline 1] | X | $Y | $Z | N days |

---

**Stage Breakdown:**

| Stage | Deals | Total Value | Avg Value | Avg Days in Stage |
|-------|-------|-------------|-----------|-------------------|
| [Stage 1] | X | $Y | $Z | N |

---

**At-Risk Deals:**

| Deal | Value | Stage | Days Since Activity | Issue |
|------|-------|-------|---------------------|-------|
| [Deal 1] | $X | [Stage] | N | No activity in 18 days |
| [Deal 2] | $X | [Stage] | N | Close date overdue |

---

**Revenue Forecast:**
- Total open pipeline: $[sum of all open deal values]
- Weighted forecast: $[sum of weighted values]
- At-risk revenue: $[sum of flagged deal values]
- Deals needing attention: [N] deals worth $[total]
```

## Related reading
- [AI Email Finder Sales Prospecting](https://cotera.co/articles/ai-email-finder-sales-prospecting.md)
- [AI Sales Call Notes Crm](https://cotera.co/articles/ai-sales-call-notes-crm.md)
- [AI Sales Prospecting Automation Guide](https://cotera.co/articles/ai-sales-prospecting-automation-guide.md)