Reporting · For Founders, Sales
Weekly pipeline summary
Summarizes open pipeline and what's stalled into a headline, a short summary and the top risks.
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What it's for
Know where the pipeline stands every Monday in one minute.
- Founders
- Sales leads
What you get
- Headline, summary and top risks
When it runs
- When you run it
- Mondays 08:00
What it uses
- Your Closefinch records
Its steps
- Open deals
- Stalled deals
- Summarize · the model works this out
Approvals
Read-only. Delivery to Slack or email comes with notifications.
Checked before release
The template's eval suite must pass these before a version ships:
- Summary rests on the open deals
Questions
- Where does the summary go?
- It's on the run today; Slack and email delivery arrive with notifications.