Pipeline Health Monitoring

Real-time pipeline health scoring with alerts for stalled deals, coverage gaps, and velocity issues

Complexity: Moderate | Duration: 5-15m | Category: Business/Sales

Tags: pipeline-management monitoring alerts sales-operations

Workflow Diagram

Steps

Step 1: Health score calculation

Agent: /calculate

health-score - Assess pipeline velocity, coverage, age

Step 2: Stalled deal detection

Agent: sales

operations-specialist - Flag opportunities with no activity 14+ days

Step 3: Coverage analysis

Agent: forecasting

analyst - Compare pipeline to quota (3x+ healthy)

Step 4: Velocity trending

Agent: /identify

risks - Calculate days in stage, compare to historical

Step 5: Alert generation

Agent: alert

automation-agent - Create notifications for at-risk situations

Step 6: Dashboard update

Agent: /update

dashboard - Refresh real-time pipeline health metrics

Usage

To execute this workflow:

/workflow business/sales/pipeline-health-monitoring.workflow

Related Workflows

See other workflows in this category for related automation patterns.