Run Weekly Pipeline Reviews

Get a forecast you can defend every week: the gap to target, the deals that decide it, what is stalling and a nudge drafted for each rep.

About

A pipeline review that tells you the real number before your sales call, and what to do about the gap.

What it does

Weighs this period's forecast your way (categories, stage probabilities or your own rule) against the target
Picks the few deals that decide the quarter, with what is missing and the next step for each
Flags stalled deals: past close dates, silent accounts, missing next steps, and drafts a nudge for each owner
Answers "what if" questions: a deal slipping, shrinking or lost, and what would have to close instead
Explains why deals were won or lost, with the patterns and lessons for the team

What you need

Nothing to start: paste or upload an export of your open deals
HubSpot (optional) to read your live deals and activity without exports; it works with the CRM you use instead when it is in the Rerun catalogue
Slack (optional) to post the review and the nudges to your team

How setup works

You get a first review in the first minutes from an export or a sample pipeline. It then learns how you call a forecast, your target and what counts as stale, connects your CRM and confirms when the weekly review should land.

What stays in your hands

It never changes a deal in your CRM or messages a rep without your go-ahead
Nudges are drafts until you send them

What you will need

HubSpot
Slack

Coworkers in this template

Head of Sales

Reviews your pipeline every week and gives you a forecast you can defend, the deals that decide it and what is stalling.

Apps

Skills · 6

Build the team leaderboard

Use when asked how each rep is doing, for a sales leaderboard, or a per-rep view of the pipeline.

Call the weekly forecast

Use when asked for the forecast, a pipeline review or the number for the period, and on the weekly pipeline review.

Chase the stalled deals

Use when asked which deals are stalling, going quiet or at risk, or to nudge reps on inactive deals.

Check pipeline health

Use when asked for a pipeline health check, what is wrong with the pipeline, or whether there is enough pipeline to hit target.

+2 more

Scheduled tasks · 1

Weekly pipeline review

At 08:00 AM, only on Monday

Frequently asked questions

Do I need HubSpot to use it?

No. Paste or upload an export of your deals from any CRM or spreadsheet. HubSpot, or the CRM you use when it is in the Rerun catalogue, removes the export step.

How does it calculate the sales forecast?

With your rule: forecast categories, stage probabilities or a judgement per deal. Without one, it proposes a rule, states it with the number and keeps your correction for next time.

Will it message my sales reps?

It drafts a short nudge for each owner with stalled deals. Nothing is sent or posted to Slack without your go-ahead.

Can it show what happens if a big deal slips?

Yes. Ask what happens if a deal slips, shrinks or is lost, and it recomputes the forecast and the gap, and tells you what would have to close instead.

Can it explain why we win or lose deals?

Yes. It reads your closed deals, their loss reasons and notes, compares won against lost and gives the few lessons the team can act on.

How much does it cost to run?

The template is free. Runs use your Rerun credit; it uses no paid data.

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What it does

What you need

How setup works

What stays in your hands

Apps

Skills · 6

Scheduled tasks · 1

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