How To Run A Weekly Pipeline Review

Key takeaways A weekly pipeline review only works as a forecasting control when a manager treats stage and close date as claims to test, not facts already on record. The manager’s job in the review is to independently verify buyer engagement, not to restate what the rep already typed into the customer relationship management, or CRM, system. Missing buyers and stalled multi-threading are common reasons a deal marked committed slips the following week without warning.