# Pipeline Review - [Date]

## Review Period
- **Review Type:** Weekly / Monthly (circle one)
- **Prepared By:** [Name]
- **Review Date:** [YYYY-MM-DD]
- **Period Covered:** [Start Date] to [End Date]

---

## Executive Summary

| Metric | Current | Last Period | Target | Status |
|--------|---------|-------------|--------|--------|
| Pipeline Coverage | _x | _x | 3-4x | |
| Total Pipeline Value | $_ | $_ | $_ | |
| Net Pipeline Change | $_ | $_ | >$0 | |
| Deals in Pipeline | _ | _ | _ | |
| Avg Deal Size | $_ | $_ | $_ | |
| Sales Velocity ($/mo) | $_ | $_ | $_ | |

**Overall Assessment:** [1-2 sentence summary of pipeline health]

---

## Coverage Analysis

### By Quarter

| Quarter | Pipeline | Target | Coverage | Status |
|---------|----------|--------|----------|--------|
| Current Quarter | $_ | $_ | _x | |
| Next Quarter | $_ | $_ | _x | |
| Q+2 | $_ | $_ | _x | |

### By Segment

| Segment | Pipeline | Target | Coverage | Notes |
|---------|----------|--------|----------|-------|
| Enterprise | $_ | $_ | _x | |
| Mid-Market | $_ | $_ | _x | |
| SMB | $_ | $_ | _x | |

---

## Stage Distribution

| Stage | # Deals | Value | % of Pipeline | Conversion Rate |
|-------|---------|-------|---------------|-----------------|
| Discovery | _ | $_ | _% | _% |
| Qualification | _ | $_ | _% | _% |
| Proposal | _ | $_ | _% | _% |
| Negotiation | _ | $_ | _% | _% |

**Funnel Health:** [Healthy / Top-heavy / Bottom-heavy / Gaps identified]

---

## Top Deals Review (S3+)

| Deal | Stage | Value | Age | Close Date | Risk | Next Step |
|------|-------|-------|-----|------------|------|-----------|
| | | $_ | _d | | | |
| | | $_ | _d | | | |
| | | $_ | _d | | | |
| | | $_ | _d | | | |
| | | $_ | _d | | | |

---

## Risk Assessment

### Concentration Risk
- **Largest deal as % of pipeline:** _%
- **Top 3 deals as % of pipeline:** _%
- **Risk Level:** [Low / Medium / High]
- **Mitigation:** [Actions to diversify]

### Aging Deals
| Deal | Stage | Age | Threshold | Days Over | Action Required |
|------|-------|-----|-----------|-----------|-----------------|
| | | _d | _d | +_d | |
| | | _d | _d | +_d | |

### Deals Pushed from Last Period
| Deal | Original Close | New Close | Times Pushed | Reason |
|------|---------------|-----------|-------------|--------|
| | | | | |
| | | | | |

---

## Pipeline Movement

### Created This Period
| Deal | Source | Value | Stage | Expected Close |
|------|--------|-------|-------|---------------|
| | | $_ | | |
| | | $_ | | |
**Total Created:** $_

### Advanced This Period
| Deal | From Stage | To Stage | Value |
|------|-----------|----------|-------|
| | | | $_ |
| | | | $_ |

### Closed Won This Period
| Deal | Value | Cycle Days | Source |
|------|-------|-----------|--------|
| | $_ | _d | |
| | $_ | _d | |
**Total Closed Won:** $_

### Closed Lost This Period
| Deal | Value | Stage Lost | Loss Reason |
|------|-------|-----------|-------------|
| | $_ | | |
| | $_ | | |
**Total Closed Lost:** $_

---

## Action Items

| # | Action | Owner | Due Date | Priority |
|---|--------|-------|----------|----------|
| 1 | | | | |
| 2 | | | | |
| 3 | | | | |
| 4 | | | | |
| 5 | | | | |

---

## Notes

[Additional context, observations, or discussion points for the review meeting]
