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Weekly sales pipeline report

A free weekly sales pipeline report template. AI pulls deals, stage movement, win rate, and risks from your CRM into a single weekly recap.

Use this template How automations work
Runs weekly Scheduled Delivered to Slack, Email
Weekly sales pipeline report
Active

Trigger

Runs weekly

Instructions

Generate a comprehensive weekly sales pipeline report for the past seven days, written for the head of sales and the leadership team.

Delivery

Slack · Email

Example output

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

Weekly sales pipeline report Runs weekly · Sent to Slack, Email
Sample output
Pipeline movement, last 6 weeks USD
W14 W15 W16 W17 W18 W19
New pipe Stage advanced Closed won

Pipeline. $4.2M total qualified (+8% WoW), $312K of new pipeline created (best week of the quarter), $145K closed-won across 6 deals.

Top deals in late stage.

  1. Acme Corp — $180K ARR, owner Maria, next step: legal red-lines this week.
  2. NorthwindCo — $95K ARR, owner James, next step: technical security review.
  3. RegionalCo — $72K ARR, owner Priya, next step: champion intro to CFO.

At risk. Two deals haven’t moved in 18+ days — both in Procurement. Owner Maria is escalating to the CRO.

Wins. Acme upgraded after the multi-region launch unblocked them. RegionalBank signed off the security review on Friday.

Cycle time. Median 38 days, down from 44 a quarter ago. Mid-market segment continues to compress fastest.

Generated by Basedash AI from your connected data sources Sales
The prompt

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

Instructions 
Generate a comprehensive weekly sales pipeline report for the past seven days, written for the head of sales and the leadership team.

Cover:

**Headline numbers.** Total pipeline value, new pipeline created, closed-won, closed-lost, and net pipeline movement vs. last week.

**Stage movement.** How many deals moved between stages, and conversion rate between each pair of stages.

**Top deals.** The three to five largest deals currently in late stage, with owner, ARR, and the next step.

**At-risk deals.** Deals that haven't moved in 14+ days, especially in late stages. Name them.

**Notable wins.** Closed-won deals this week and what made them close.

**Notable losses.** Closed-lost deals and the primary loss reason.

**Trends.** Week-over-week movement in cycle time, average deal size, and rep productivity.

Numbers first. Always compare to the trailing four-week average.
Data sources

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Basedash automations read across every connected source in a single run. These are the ones this template tends to use most.

Frequently asked questions

What should be in a weekly sales pipeline report?
How do you automate a weekly pipeline report?
What is pipeline coverage and why does it matter?
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