Worksheet

Pipeline health checklist

A single-sheet checklist with four blocks: close dates, stage odds, ownership and duplicates, each with the filter to run on the opportunity export. Each block records the count found and the action taken, and a closing table compares forecast with actual closings and names the reason for each gap.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Sales forecast misses what actually closes: where the gap hides”, www.gullysystem.com/blog/sales-forecast-misses-what-actually-closes-where-the-gap-hides