How to prep a pipeline review with one sheet per rep
A per rep sheet with 4 CRM flags and a rules box where you set your own definitions. Print one per rep.
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Write down what stale means on your team before the review. Then tick 4 flags per deal from the CRM and turn each flag into a question for the rep.
Write your own definitions first
One rep, one sheet
| Deal (label only) | No next step | Close date passed | No touch past your rule | Stage unchanged | Question for the rep |
|---|---|---|---|---|---|
Sample row, example data only Deal: clinic supply renewal. Close date passed. Question: what changed with the buyer's timeline?
Outline for the team summary
- Deals that moved stage this week
- Deals flagged and the question asked
- Close dates that changed
- Help a rep asked for
Each flag is a question for the rep. Ask it before you decide what the deal is.
Reporting hours you count yourself
Type your own counts and minutes. Nothing is saved.
Fill in every box on a row to see your totals. Rows you leave blank are skipped.
Time on these tasks by hand: hours a weekIllustrative estimate from your inputs
Time checking ready summaries, using your guess: hours a weekIllustrative estimate from your inputs
Difference from your inputs: hours a weekIllustrative estimate from your inputs
Rows counted: Illustrative estimate from your inputs
These numbers come only from what you typed. LUR has not measured them. Nothing you type leaves this browser.
Filling this sheet for every rep, every week, is still on you.
LUR sets up two workflows on the CRM you already use: pipeline hygiene and a weekly pipeline recap for leaders. They flag the gaps and prepare a recap before the meeting. You review what goes to the team. Read the sales leader workflows.
LUR guide. prmode.ai/guide-pipeline-review-prep-sheet