# Sales Pipeline Review Template

Inspect open deals by stage, test the forecast, surface stuck opportunities, and assign clear next steps. A pipeline review turns optimistic guessing into evidence-based forecasting.

**Duration:** 45 minutes
**Cadence:** Weekly
**Participants:** Sales manager and account executives (3-10 people)

## Agenda

- [ ] Number check (5 min) - pipeline coverage vs quota and quarter-to-date attainment
- [ ] Forecast call (10 min) - commit, best-case, pipeline per rep; flag category moves
- [ ] Stage-by-stage inspection (15 min) - test exit criteria, next steps, close dates; kill stale deals
- [ ] Stuck and slipping deals (8 min) - one action and owner per at-risk deal
- [ ] Coaching and next steps (7 min) - confirm commitments, log actions in CRM

## Tips

- Require updated CRM data before the meeting so time goes to decisions
- Ask for the buyer's next step, not the rep's next step
- Coach in private, inspect deal logic in public
- End every at-risk deal with an owner and a date
- Make the kill decision so dead deals stop inflating the forecast

## Notes / Next steps

- Deals to advance: ______________________________
- Deals to kill or downgrade: ____________________
- Coaching focus this week: ______________________
- Owner / action / date: _________________________

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/sales-pipeline-review