CRM
Daily pipeline review
Inspect deals, saved views, forecast, and reports so pipeline health stays trustworthy.
Use this guide when you run the daily or weekly commercial inspection rhythm for yourself or your team.
Review flow
The daily rhythm
1. Start in Deals
Open /crm/deals and narrow the list with saved views or smart filters:
- your deals
- commit or risk views
- specific owners or pipelines
- stalled or overdue work
2. Inspect deal detail, not only the table
Open the riskiest or most important records and confirm:
- stage and close timing
- linked account and contacts
- recent activities and notes
- AI risk badge and reasons
- next action or communication history
3. Update the record before moving on
If reality changed, reflect it immediately:
- move stage
- update dates
- log the call, email, or meeting
- create the next task
4. Open Forecast for rollup truth
Use /crm/forecast when you want weighted totals, owner rollups, or grouped pipeline inspection without rebuilding the math yourself.
5. Use Reports when you need a shareable snapshot
Open /crm/reports for pipeline, lead, and support snapshots. Save report definitions or export CSV when you need to share the view outside the product.
What good pipeline review looks like
- deals in the correct stage
- clear next step on every active opportunity
- no hidden blockers sitting only in chat or memory
- forecast based on updated deal truth rather than stale assumptions