Weekly pipeline review

Each week an analyst compiles the pipeline's movement — stage transitions, new and lost deals, the forecast delta, at-risk deals, and three focus deals — into a brief a reviewer re-checks against the raw numbers, then lands one approval where you sign off the brief before it goes to the team.

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What it installs

Agents 2

  • Pipeline Analyst

    Owns the weekly pipeline brief: stage movement, new and lost deals, the forecast delta, at-risk flags, and the three focus deals.

  • Pipeline Reviewer

    Independently recomputes the brief's numbers and verifies its at-risk reasons and focus rationales before the human sign-off.

Teams 1

  • Pipeline Review Team

    An analyst who compiles the weekly brief, and a reviewer who re-checks it against the raw numbers.

Workflows 1

  • Weekly pipeline review

    Compile the week's movement, draft the brief with risks and focus picks, re-check it against the raw numbers, approve, and publish.

Documents 1

  • Pipeline brief format & definitions

    The brief's fixed sections, what counts toward the forecast, and the at-risk criteria the analyst applies every week.

Goals 1

  • The team starts every week knowing the pipeline

    A verified weekly brief covering movement, forecast delta, risks, and focus deals, published on schedule.

Skills 3

  • pipeline-movement-analysis

    Compile a week's pipeline movement and forecast: stage transitions with direction, new and lost deals with reasons, a stage-weighted forecast with best/likely/worst scenarios, Commit vs Upside, gap-to-quota with coverage, and a delta decomposed into the deals that caused it. Adapted from anthropics/knowledge-work-plugins/forecast.

  • focus-deal-selection

    Flag stale, stuck, overdue, and single-threaded deals with evidence, score pipeline health with a hygiene audit and shape check, propose deals to remove, and rank the week's top three focus deals with a why-now and one concrete next action each. Adapted from anthropics/knowledge-work-plugins/pipeline-review.

  • brief-verification

    Re-check a pipeline brief against the raw CRM numbers: re-count the movement, re-compute the forecast delta and its decomposition, and verify every at-risk reason and focus rationale before sign-off.

Schedules 1

  • Weekly pipeline review

    Compiles, verifies, and publishes the pipeline brief every week.

Connected services pick at least 1 of 2

  • HubSpot

    Connects to HubSpot so the analyst and reviewer can read deals, stage history, and activity for the weekly brief.

  • Attio

    Connects to Attio so the analyst and reviewer can read deals, stage history, and activity for the weekly brief.

Folders 1

  • Pipeline review

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your CRM — The agents work in your CRM through its web interface in your browser to read deals, stages, and activity for the weekly brief, and never change a record. Until you connect it, they work from attached exports (deal CSVs from this week and last) and the relevant document.

Setup guide

How to Run a Weekly Pipeline Review

A practical guide to turning CRM movement, forecast deltas, at-risk deals, and focus deals into a reviewed weekly brief.

Read the setup guide

Install Weekly pipeline review and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.