# Weekly pipeline summary

Summarizes open pipeline and what's stalled into a headline, a short summary and the top risks.

Category: Reporting. For: Founders, Sales.

## What it's for

Know where the pipeline stands every Monday in one minute.

Suited to:

- 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

1. Open deals
2. Stalled deals
3. 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:

- 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.

Use this template: https://app.closefinch.com/app/agents/templates/weekly-pipeline-summary (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).