Free template · RevOps, CRM & metrics
The Weekly Pipeline Review Template
A 30-minute weekly review that improves the forecast and moves deals forward.
What's inside
- A 30-minute agenda
- Deal questions on pain, people, process and timing
- Red flags that mean a deal should move back
- A weekly action log
Who it's for
Founders and sales leads running a weekly pipeline meeting.
Why it matters
Most early pipeline meetings drift into someone reading the CRM aloud. Nobody challenges a deal, close dates slide quietly and the forecast becomes a list of hopes. A fixed agenda with time boxes forces the conversation onto the deals that need help and the ones closing soon, so the meeting ends with decisions instead of updates.
For a small team, one or two deals can decide the quarter. That makes it worth asking the same hard questions every week: who signs, what happens next and why the buyer will decide by the date in the CRM. Writing the answers in an action log gives you a record you can check against next week.
How to use it
- 1Before the meeting, make sure every deal has an amount, close date, stage and next step, and pull a list of deals with no activity in 14 days.
- 2Run the agenda in order: five minutes on the numbers, fifteen on the biggest and closing deals, five on stuck deals and five on actions.
- 3For each deal discussed, work through the pain, people, process, timing, competition and next step questions until the answers are specific, not vague.
- 4Check each deal against the red flags. If there is no decision-maker contact, a moving close date or a next step of "follow up", move it back a stage.
- 5Record the deal, stage, amount, close date, risk, next step, owner and due date in the weekly action log, then open last week's log at the next meeting.
Read alongside it
- Sales forecasting for startups: a practical guide
- Sales pipeline stages for B2B, explained
- Pipeline coverage explained (the 3x rule and when it applies)
The Weekly Pipeline Review Template: FAQ
- How long should a weekly pipeline review meeting be?
- Thirty minutes is enough for most early-stage teams if everyone updates the CRM beforehand. Spend a few minutes on headline numbers, most of the time on the largest deals and those closing soon, a short block on stuck deals and the last few minutes agreeing owners and dates.
- What questions should you ask in a pipeline review?
- Ask what problem the buyer is solving and what it costs them, who makes the decision and whether you have spoken to them, what steps lead to a signature, why they will decide by the close date, what else they are considering and exactly what happens next.
- When should a deal be moved back a stage or out of the forecast?
- Move it back when you have no contact with the decision-maker, the close date keeps slipping, or the only next step is a generic follow-up. These signs mean the deal is less advanced than its stage suggests, and keeping it there makes the forecast less honest.
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