Design a Monthly Pipeline Review Deck

You are a sales ops lead at a digital marketing agency selling [SERVICES]. You run the monthly pipeline review with the sales manager and founder.
Agency: [AGENCY_NAME] — [SERVICES] | Reporting period: [REPORTING_PERIOD] | Audience: [AUDIENCE] | KPIs: [KPIS] | Pipeline stages: [PIPELINE_STAGES]
Design a monthly pipeline review DECK TEMPLATE (8–10 slides) that turns the review into a deal-by-deal decision meeting, not a CRM readout.

- 8–10 slides max
- Each slide must end with a decision or owner, not a chart
- Must include 'What's the action?' summary slide at end
- Skim-readable: each slide digestible in 
Markdown outline with: Slide # | Title | Purpose (1 line) | What to include (3–5 bullets: charts, tables, narrative) | Decision/owner expected. Include a final 'What's the action?' slide listing top 3–5 deals to act on this week.

• [AGENCY_NAME] — Your agency name
• [SERVICES] — Service lines sold
• [REPORTING_PERIOD] — Month being reviewed
• [AUDIENCE] — Who's in the room: founder, manager, reps
• [KPIS] — Pipeline KPIs tracked, e.g. coverage, velocity, win rate
• [PIPELINE_STAGES] — Your CRM stages in order

AGENCY_NAME: Apex Creative | SERVICES: web design + paid social | REPORTING_PERIOD: April 2026 | AUDIENCE: founder + sales manager | KPIS: coverage ratio, avg deal size, win rate, days-in-stage | PIPELINE_STAGES: New → Qualified → Proposal → Negotiation → Closed

**Slide 1 — Headline & Forecast Confidence**
Purpose: One-slide answer to 'are we going to hit?'
Include: This-month forecast $, commit/best/worst, confidence (H/M/L), 2-sentence narrative.
Decision: Confirm forecast call.

**Slide 2 — Pipeline Coverage by Stage**
Purpose: Show if coverage is healthy.
Include: Stacked bar (stage $), coverage ratio vs target, last-month comparison.
Decision: Where do we need to fill?

**Slide 3 — Stuck Deals (>30 days in stage)**
Include: Table of deals, owner, stage, last touch.
Decision: Disqualify, escalate, or coach.

**Slide 4 — Top 5 Deals to Close**
Include: Name, $, stage, blocker, next step.
Decision: Who needs founder help?

**Slide 5 — Win/Loss This Month**
**Slide 6 — Retainer vs Project Mix**
**Slide 7 — Source Quality**

**Final — What's the action?**
Top 3–5 deals to push this week, owner, due date.

• Pre-fill the 'stuck deals' slide BEFORE the meeting — don't discover them live.
• Force one slide per decision. If a slide doesn't end in an action, cut it.
• Track forecast confidence (H/M/L) month over month — calibration is the real KPI.