Sales pipeline health check

Q: What is sales pipeline coverage?

Pipeline coverage is the ratio of qualified open pipeline to the quota remaining in the current period. Below 3× is a warning sign on most normal sales cycles.

Q: How often should I run a pipeline health check?

Monthly is usually right. Weekly recaps cover deal-level movement; the health check is about cycle time, conversion, and forecast quality — those metrics need a full month to be meaningful.

Monthly pipeline diagnostic that flags coverage gaps, conversion drops, and aging deals before they bite. Generated by AI from your CRM.

Use this template How automations work

Runs monthly Scheduled Delivered to Slack, Email

Sales pipeline health check

Active

Trigger

Runs monthly

Instructions

Produce a monthly pipeline health check covering every open opportunity in the CRM.

Delivery

Slack · Email

Example output

A realistic sample of what this automation delivers — your version draws on your data.

Sales pipeline health check Runs monthly · Sent to Slack, Email

Sample output

Stage conversion, last 6 months % advanced

Discovery → demo Demo → proposal Proposal → won

Pipeline coverage. $8.4M qualified vs. $2.1M Q3 quota — 4.0x coverage (target 3.5x). On track.

Stage velocity vs. last quarter

Lead → Qualified: 6 days (was 7) ✓
Qualified → Demo: 4 days (was 5) ✓
Demo → Trial: 3 days (was 3)
Trial → Closed-Won: 22 days (was 17) — stalling

Composition shift. Mid-market is now 58% of pipeline (was 41% last quarter). Enterprise is up 18%, SMB down 12%.

Reps to watch. Two reps below 2.5x coverage going into the next quarter — pipeline-gen plans needed by Friday.

One bet. Trial → Closed-Won is the bottleneck. Worth a “trial success” pod for the next 4 weeks: dedicated SE, weekly check-ins, structured trial milestones.

The prompt

Copy, paste, customize.

Drop this into a Basedash automation. AI fills in the numbers from every source you've connected.

Instructions

Produce a monthly pipeline health check covering every open opportunity in the CRM.

Compute and report:

**Coverage.** Pipeline value ÷ remaining quota for the current quarter. Flag if below 3×.

**Stage conversion.** Trailing 90-day conversion rate between each stage pair. Compare to the previous 90 days.

**Cycle time.** Median time in each stage, plus the median total cycle for closed-won deals.

**Win rate.** By segment (SMB / mid / enterprise) and by source (inbound / outbound / partner).

**Aging.** Deals that haven't moved in 21+ days, by rep. Name the top 10.

**Forecast.** Best, expected, and worst-case for the current quarter based on stage probabilities.

Lead each section with the number, then a one-sentence interpretation.

Data sources