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Pipeline sweep

Total your pipeline by stage and flag deals whose stage is not backed by what the buyer said.

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Tally · Numbers

Pipeline sweep

DRAFTS

Total your pipeline by stage and flag deals whose stage is not backed by what the buyer said.

In Mission Control this job stops at a draft you approve. Today, you are the approval.

Set it up

  1. Do the safe setup first. See Step 1
  2. Pick your app above to see where the instructions and file go.

Reference file: A CRM export of your open deals: name, value, stage, last real contact, next step and its date.

Instructions

Total my open deals by stage.
Then list deals whose stage looks ahead of the evidence, for example a late stage with no dated next step or no contact in 14 days.
For each flagged deal, suggest the stage you think the evidence supports and why.
These are suggestions. I decide and I update my CRM myself.

Check the output before you use it

  • Totals match your CRM.
  • Every flagged deal has a reason you agree with.
  • You change stages yourself. Nothing updates on its own.

Owner: Arin Williams · Last checked 4 Nov 2026