Pipeline InspectionFictional working prototype
No employer, customer or production data is used.
AI PIPELINE INSPECTION · Q4 FY25
Know which deals need attention, and why.
Prioritise opportunities using value, evidence, urgency and recoverability. Every score remains advisory and can be challenged by the rep or manager.
Inspection complete5 opportunitiesUpdated just now
WHY THIS SCORE
Score is unchanged because no new customer evidence was added.Evidence behind 46/100
High potential value, but the opportunity is early and the current forecast is ahead of the evidence.
✓ Evidence supporting the deal
- Operational pain is visible across three regions
- Initial use case could expand after phase one
! Evidence reducing confidence
- Economic buyer is unknown
- No quantified cost of the current problem
- Close date is based on the rep target rather than a customer event
- Only one stakeholder has been engaged
HOW TO IMPROVE THE SCORE
Potential score: 72Recommended recovery plan
Marking an action complete simulates new CRM evidence and recalculates the score and system forecast.
WHY THIS SCORE
Score fell 6 points after the close date moved.Evidence behind 68/100
Commercial value is clear, but executive sponsorship and a confirmed decision process are missing.
✓ Evidence supporting the deal
- Economic impact quantified at £180k annual saving
- Operations champion attended the last three meetings
- Technical validation completed without a critical blocker
! Evidence reducing confidence
- No executive sponsor identified
- Finance approval process has not been confirmed
- Close date moved by 21 days in the last inspection
HOW TO IMPROVE THE SCORE
Potential score: 89Recommended recovery plan
Marking an action complete simulates new CRM evidence and recalculates the score and system forecast.
WHY THIS SCORE
Score fell 8 points after 19 days without a customer interaction.Evidence behind 57/100
The opportunity is recoverable, but stakeholder engagement has weakened and urgency is not established.
✓ Evidence supporting the deal
- Technical fit is confirmed
- Existing champion understands the implementation path
! Evidence reducing confidence
- No customer meeting has taken place for 19 days
- Business urgency is unconfirmed
- Proposal has not been shared with Finance
HOW TO IMPROVE THE SCORE
Potential score: 72Recommended recovery plan
Marking an action complete simulates new CRM evidence and recalculates the score and system forecast.
WHY THIS SCORE
Score increased 9 points after the action plan was accepted.Evidence behind 84/100
A well evidenced opportunity with strong stakeholder access and a credible path to signature.
✓ Evidence supporting the deal
- Economic buyer attended the solution review
- Security and legal reviews are scheduled
- Mutual action plan is accepted by both teams
! Evidence reducing confidence
- Final commercial approval remains outstanding
- Competitor is still included in the evaluation
HOW TO IMPROVE THE SCORE
Potential score: 94Recommended recovery plan
Marking an action complete simulates new CRM evidence and recalculates the score and system forecast.
WHY THIS SCORE
Score increased 5 points after verbal selection was confirmed in writing.Evidence behind 91/100
Strong evidence supports the rep forecast. Remaining work is procedural rather than commercial.
✓ Evidence supporting the deal
- Customer confirmed solution selection in writing
- Budget and signature authority are verified
- Legal redlines are the only open milestone
! Evidence reducing confidence
- Legal review could move signature by several days
HOW TO IMPROVE THE SCORE
Potential score: 95Recommended recovery plan
Marking an action complete simulates new CRM evidence and recalculates the score and system forecast.
SCORING APPROACH
Advisory, explainable and evidence based.
The fictional score combines qualification completeness, stakeholder access, commercial evidence, momentum and close-date credibility. It supports forecast judgement but never overrides the rep or manager.
Fictional demonstration. Scores and recommendations are illustrative and do not use employer, customer or production data.