Audit Pipeline

command

Run a pipeline hygiene and stage audit and report the issues found.

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Audit Pipeline

Identify and report pipeline hygiene issues to improve stage accuracy and forecast reliability.

Inputs

  • Pipeline — CRM pipeline ID or name to audit (e.g., "Sales Pipeline", "Enterprise")
  • Scope — Date range or team filter for the audit; default is last 90 days
  • Stage filter — Specific stages to check (optional); default audits all stages
  • Check severity — Audit rule sensitivity: basic, standard, or comprehensive; default is standard
  • Report format — Output style: summary, detailed, or action-items; default is summary

Steps

  1. List all deals in {Pipeline} within {Scope} and group by stage.
  2. Run standard hygiene checks: missing fields, stale updates, incorrect stage progression, owner assignment gaps.
  3. Flag deals with no activity in {days}, mismatched close dates, or age beyond stage SLA.
  4. Count deals per stage and calculate average stage duration against benchmarks.
  5. Identify orphaned or hung deals (no forward movement for {threshold}).
  6. Compile findings by severity (critical, warning, note) and stage.
  7. Generate {Report format} output with summary metrics, top issues, and recommended actions.

Constraints

  • Audit only {Pipeline}; do not modify deal data or assignments.
  • Report only findings; do not auto-reassign or auto-close deals.
  • Scope limited to deals with activity or creation within {Scope} window.

Done when: Pipeline health report identifies all stale deals, missing data, and stage progression issues, ranked by impact.