Tracking · Reporting Cadence & Templates
Design a Monthly Pipeline Review Deck
Create a monthly pipeline review deck template that drives deal-by-deal decisions, not status updates.
When to use
Use when monthly pipeline reviews keep turning into 'read the CRM out loud' sessions. This builds a slide-by-slide template that forces decisions on stuck deals, forecast confidence, and stage hygiene. Best run before your next month-end review so the manager has structure walking in.
The prompt
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.
Variables
[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
Example input
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
Example output
**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.
Pro tips
- 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.
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