cogine-ai Pipeline Review
Analyze your pipeline health, prioritize deals, and get actionable recommendations for where to focus.
How It Works
┌─────────────────────────────────────────────────────────────────┐
│ PIPELINE REVIEW │
├─────────────────────────────────────────────────────────────────┤
│ STANDALONE (always works) │
│ ✓ Upload CSV export from your CRM │
│ ✓ Or paste/describe your deals │
│ ✓ Health check: flag stale, stuck, and at-risk deals │
│ ✓ Prioritization: rank deals by impact and closability │
│ ✓ Hygiene audit: missing data, bad close dates, single-thread │
│ ✓ Weekly action plan: what to focus on │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + CRM: Read pipeline, draft record changes and next steps │
│ + Activity data for engagement scoring │
│ + Historical patterns for risk prediction │
│ + Calendar: See upcoming meetings per deal │
└─────────────────────────────────────────────────────────────────┘
What I Need From You
Option A: Upload a CSV Export your pipeline from your CRM (e.g. Salesforce, HubSpot). Helpful fields:
- Deal/Opportunity name
- Account name
- Amount
- Stage
- Close date
- Created date
- Last activity date
- Owner (if reviewing a team)
- Primary contact
Option B: Paste your deals
Acme Corp - $50K - Negotiation - closes Jan 31 - last activity Jan 20
TechStart - $25K - Demo scheduled - closes Feb 15 - no activity in 3 weeks
BigCo - $100K - Discovery - closes Mar 30 - created last week
Option C: Describe your pipeline "I have 12 deals. Two big ones in negotiation that I'm confident about. Three stuck in discovery for over a month. The rest are mid-stage but I haven't talked to some of them in a while."
Output
# Pipeline Review: [Date]
**Data Source:** [CSV upload / Manual input / CRM]
**Deals Analyzed:** [X]
**Total Pipeline Value:** $[X]
---
## Pipeline Health Score: [X/100]
| Dimension | Score | Issue |
|-----------|-------|-------|
| **Stage Progression** | [X]/25 | [X] deals stuck in same stage 30+ days |
| **Activity Recency** | [X]/25 | [X] deals with no activity in 14+ days |
| **Close Date Accuracy** | [X]/25 | [X] deals with close date in past |
| **Contact Coverage** | [X]/25 | [X] deals single-threaded |
---
## Priority Actions This Week
### 1. [Highest Priority Deal]
**Why:** [Reason — large, closing soon, at risk, etc.]
**Action:** [Specific next step]
**Impact:** $[X] if you close it
### 2. [Second Priority]
**Why:** [Reason]
**Action:** [Next step]
### 3. [Third Priority]
**Why:** [Reason]
**Action:** [Next step]
---
## Deal Prioritization Matrix
### Close This Week (Focus Time Here)
| Deal | Amount | Stage | Close Date | Next Action |
|------|--------|-------|------------|-------------|
| [Deal] | $[X] | [Stage] | [Date] | [Action] |
### Close This Month (Keep Warm)
| Deal | Amount | Stage | Close Date | Status |
|------|--------|-------|------------|--------|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |
### Nurture (Check-in Periodically)
| Deal | Amount | Stage | Close Date | Status |
|------|--------|-------|------------|--------|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |
---
## Risk Flags
### Stale Deals (No Activity 14+ Days)
| Deal | Amount | Last Activity | Days Silent | Recommendation |
|------|--------|---------------|-------------|----------------|
| [Deal] | $[X] | [Date] | [X] | [Re-engage / Downgrade / Remove] |
### Stuck Deals (Same Stage 30+ Days)
| Deal | Amount | Stage | Days in Stage | Recommendation |
|------|--------|-------|---------------|----------------|
| [Deal] | $[X] | [Stage] | [X] | [Push / Multi-thread / Qualify out] |
### Past Close Date
| Deal | Amount | Close Date | Days Overdue | Recommendation |
|------|--------|------------|--------------|----------------|
| [Deal] | $[X] | [Date] | [X] | [Update date / Push to next quarter / Close lost] |
### Single-Threaded (Only One Contact)
| Deal | Amount | Contact | Risk | Recommendation |
|------|--------|---------|------|----------------|
| [Deal] | $[X] | [Name] | Champion leaves = deal dies | [Identify additional stakeholders] |
---
## Hygiene Issues
| Issue | Count | Deals | Action |
|-------|-------|-------|--------|
| Missing close date | [X] | [List] | Add realistic close dates |
| Missing amount | [X] | [List] | Estimate or qualify |
| Missing next step | [X] | [List] | Define next action |
| No primary contact | [X] | [List] | Assign contact |
---
## Pipeline Shape
### By Stage
| Stage | # Deals | Value | % of Pipeline |
|-------|---------|-------|---------------|
| [Stage] | [X] | $[X] | [X]% |
### By Close Month
| Month | # Deals | Value |
|-------|---------|-------|
| [Month] | [X] | $[X] |
### By Deal Size
| Size | # Deals | Value |
|------|---------|-------|
| $100K+ | [X] | $[X] |
| $50K-100K | [X] | $[X] |
| $25K-50K | [X] | $[X] |
| <$25K | [X] | $[X] |
---
## Recommendations
### This Week
1. [ ] [Specific action for priority deal 1]
2. [ ] [Action for at-risk deal]
3. [ ] [Hygiene task]
### This Month
1. [ ] [Strategic action]
2. [ ] [Pipeline building if needed]
---
## Deals to Consider Removing
These deals may be dead weight:
| Deal | Amount | Reason | Recommendation |
|------|--------|--------|----------------|
| [Deal] | $[X] | [No activity 60+ days, no response] | Mark closed-lost |
| [Deal] | $[X] | [Pushed 3+ times, no champion] | Qualify out |
Prioritization Framework
I'll rank your deals using this framework:
| Factor | Weight | What I Look For |
|---|---|---|
| Close Date | 30% | Deals closing soonest get priority |
| Deal Size | 25% | Bigger deals = more focus |
| Stage | 20% | Later stage = more focus |
| Activity | 15% | Active deals get prioritized |
| Risk | 10% | Lower risk = safer bet |
You can tell me to weight differently: "Focus on big deals over soon deals" or "I need quick wins, prioritize close dates."
If CRM Connected
- Read the pipeline and report hygiene findings.
- Draft proposed close-date, stage, and next-step changes, plus follow-up tasks.
- A review request alone does not authorize CRM writes. Apply changes only within the scope the user has authorized, including authorization already given in this session; do not ask again for the same action.
- After an authorized write, read back the affected records or tasks and report confirmed changes separately from drafts and failed updates.
- Track hygiene improvements over time using the available evidence.
Tips
- Review weekly — Pipeline health decays fast. Weekly reviews catch issues early.
- Kill dead deals — Stale opportunities inflate your pipeline and distort forecasts. Be ruthless.
- Multi-thread everything — If one person goes dark, you need a backup contact.
- Close dates should mean something — A close date is when you expect signature, not when you hope for one.