Tracking Your Sales Pipeline

A pipeline is the list of active deals and how they move through stages. Tracking it helps you forecast cash and fix stalls.

Step 1: Confirm stage names match your CRM

Stages should match what your team actually uses. Rename clutter so reports stay clean.

Step 2: Ask for a weekly pipeline snapshot

Request total value, count of deals, and average age. Snapshot beats a giant export.

Step 3: Watch conversion by stage

Find the stage where most deals slow down. That stage is your leverage point.

Step 4: Set a rule for stale deals

Pick a number of days after which a deal needs a next step or a close plan.

Step 5: Review with your CRO agent monthly

Ask what changed versus last month and why. Patterns matter more than single deals.

What happens next

You will forecast with more confidence and coach your team with clear facts.