Sales Pipeline Health

Fictional Dataset

Fictional B2B services firm tracking opportunities, stage movement, owner activity, deal age, and forecast category.

Filesales_pipeline_health_demo.xlsx

Rows1220

SourceHubSpot / Pipedrive

deal_stage owner deal_value days_in_stage next_step forecast_category

Stage	Owner	Value	Age	Forecast
Discovery	A. Lima	$18,000	9d	Pipeline
Proposal	C. Smith	$42,000	31d	Commit
Negotiation	M. Chen	$57,000	46d	Best case
Proposal	A. Lima	$24,000	38d	Pipeline

Pipeline value increased, but the quality of near-term forecast coverage weakened.
Deal aging after proposal is the strongest operational risk in the sales process.
Several high-value deals lack clear next steps, reducing forecast confidence.

Confirmed insight

Confidence 85%

Review all proposal-stage deals older than 30 days with no scheduled next step.

Possible signal

Confidence 78%

Reclassify best-case deals using next-step quality and customer engagement.

Possible signal

Confidence 73%

Compare close rate by owner and standardize follow-up cadence.

1. Load dataCSV, Excel, database, Google Sheets, or connector.

2. Generate analysisCharts, report, data quality, and AI interpretation.

3. Review PulseExecutive signal for risks, trends, and opportunities.

4. Act on insightsAssign owners, comments, review status, and next actions.