Logic NerdsPipeline Health
What's open, what's stuck, and what's slipping.
7 team reports, 4 Rep-Level Personal reports, 1 dashboard and an action guide.
Uses no flows.
Or get all four packs for $89. Professional Edition and up.
What it answers
- How much open pipeline do we have, by stage and close month?
- Is new pipeline being created fast enough this quarter?
- Which deals have gone quiet or are stuck in a stage?
- Which deals are past their close date, keep slipping, or are missing an amount or next step?
Reports included
7 team reports for managers and 4 Rep-Level Personal reports that show each team member only their own records.
| Report | What it shows | For |
|---|---|---|
| Pipeline by Stage and Close Month | Open pipeline by stage, spread across close months. | Team |
| New Pipeline Created This Quarter | Opportunities created this fiscal quarter, by owner and lead source. | Team |
| Stale Deals | Open deals with no activity in 14 or more days. | Team |
| Stuck in Stage (30+ Days) | Open deals that have sat in their current stage for 30 or more days. | Team |
| Slipped Deals | Open deals whose close date has been pushed out at least once. | Team |
| Deals Past Close Date | Open deals whose close date has already passed, by owner. | Team |
| Missing Amount or Next Step | Open deals with no Amount or no Next Step. | Team |
| My Open Pipeline | Each rep's own open pipeline by stage. | Rep-Level Personal |
| My Stale Deals | Each rep's own deals with no activity in 14 or more days. | Rep-Level Personal |
| My Slipped Deals | Each rep's own deals that have been pushed out. | Rep-Level Personal |
| My Deals Past Close Date | Each rep's own deals with a close date in the past. | Rep-Level Personal |
Dashboard
Pipeline shape, hygiene problems and deals at risk, on one page.
Behind the scenes
- Tracks how long each deal has gone without activity, so stale deals surface on their own.
- Ensures deals at 20% probability or beyond have the data you need to measure success.
- Keeps open deals from being moved to a close date that has already passed.
Everything the pack adds is labeled so it can't collide with what's already in your org, and any of it can be switched off.
Easy to adjust
- The stale and stuck thresholds can be changed to match your sales cycle.
- The 20% line can move to wherever deals become real in your stages.
Requirements
- Salesforce Professional Edition or higher
- A user with permission to install packages (usually System Administrator)
- No flows. This pack doesn’t count against your flow limits.
- About 30 minutes to install and set up
Read the install guide before you buy if you want to see exactly what's involved.
Other packs
Win/Loss & Velocity · Leads & Top of Funnel · Accounts & Activity. Or get all four for $89.
Need reporting built around your own process? Custom builds start at $499.