Overview

Pipeline Explorer is the Flow item in the sidebar, under the Pipeline heading. It answers one question: where is the book actually sitting, and what is holding it there? Rather than a table of deals, it draws the pipeline as a schematic — fixed lanes with a live current running between them — so concentration, stalling and risk show up as shapes before you read a single number.

A tab bar across the top of the page — Flow, Velocity and Opportunities — moves you between the pipeline pages, and the Velocity button at the top-left of the masthead jumps straight to the sibling page, Pipeline Velocity.

If you bookmarked the old Pipeline Intelligence page, that link now opens Flow. Its forecast confidence, deal detail and filter views live on this page, as described below; its risk heatmap and risk triggers moved to Risk Signals under Deals.

The eyebrow reads REVENUE ENGINE · FLOW followed by the selected period — for example THIS QUARTER — and the headline reads Pipeline Explorer.

Beneath the headline, a subtitle describes the book in view. On a fresh load it reads along the lines of The whole book on one schematic — 72 deals · $33,428,664 moving through the lanes. Click any terminal or current to isolate a slice. Once you click into the schematic or switch on explorer filters, it changes to Focused on … in the current slice, naming what you picked. A smaller meta line underneath counts the risk triggers linked to the deals in view and says when the data was last refreshed — for example 123 linked triggers · updated just now.

Four controls sit on the right:

Period selector — sets the reporting window for the whole page. It starts on This Quarter and offers current, forward-looking and trailing windows, from This Month to Next Fiscal Year and Trailing 12 Months.
Show Filters / Hide Filters — reveals the dataset filter panel.
Refresh Data — re-pulls the deals and their risk triggers; the icon spins while it works.
Pipeline Playbook — opens the team-level playbook as a slide-out panel. See the Pipeline Playbook guide.

A footer at the bottom of the page repeats the deal count and the last refresh — for example Pipeline Flow schematic · 72 deals in view · refreshed just now.

The health strip and its drill-downs

Directly beneath the masthead runs a strip of instrument tiles reading the health of the pipeline for the selected period. Each tile carries a coloured status dot, and a tile only appears when its data is available.

Coverage — pipeline coverage as a multiple, with the target underneath (for example target 3x).
Forecast — the forecast value, with its confidence underneath (for example 71% confidence).
At Risk — revenue at risk, with the number of deals behind it.
Quota Attainment — attainment as a percentage.
Win Rate — the win rate, with the closed deals behind it (for example 40 of 67 closed won).

The first four tiles are also buttons. Click one and a drill-down panel opens inline beneath the strip; click the tile again, or the close button in the panel’s top-right corner, to put it away. Win Rate is read-only.

Coverage

Opens Pipeline Coverage Analysis: Total Pipeline with its Coverage Ratio, Quarterly Quota with Committed and Best Case, and Forecast Gapwith Upside Available. Below sit Stage Distribution, Forecast Categories, a Forecast Waterfall and Risk Distribution.

Forecast

Opens the forecast confidence view, led by three panels:

Overall Health Score — the health of deals across the pipeline in view, as a percentage, Based on risk assessment of all deals. A green or red arrow shows the change since the last observed score; until there is history it reads Trend building.
Total Pipeline Value — with the At Risk amount and the Risk % beside it.
Pipeline by Health Level — the value sitting in High Health, Medium Health and Low Health deals.

Underneath, Health Score by Rep lists each Sales Rep with their Pipeline Value and a Confidence bar — green from 70%, amber from 40%, red below. Reps with a large book and a low score are your first coaching conversations.

At Risk

Opens Risk Concentration Analysis: a Risk Concentrationreading marked Manageable, Elevated or Critical, the High-Risk Value, the Value at Risk Ratio and a Risk Distribution bar. The High-Risk Deals Requiring Attention table lists the weakest deals — press View Details on a row to open its Deal Details window. Risk Mitigation Strategies closes the panel with Immediate Actions and Strategic Improvements.

Quota Attainment

Opens Pipeline Velocity Overview: Stuck Deals, Value at Risk, Avg Days in Stage and Total Active Deals, followed by Stuck Deals by Stage, Top Velocity Issues and Recommended Actions.

Dataset filters

Press Show Filters and a DATASET FILTERS panel opens, headed Filter Pipeline. These filters change the deal set the page is built from:

Sales Rep — tick one or more sellers.
Close Date Range — a start date and an end date.
Amount Range — a minimum and a maximum deal amount, in the Min and Max boxes.
Forecast Category — Pipeline, Best Case, Commit and Closed.
Stage — Qualification, Discovery, Solution, Proposal, Negotiation and Closing.
Risk Level — All Risk Levels, High Risk, Medium Risk or Low Risk.

Nothing changes until you press Apply Filters; your picks are listed under Applied Filters, and Reset All clears them. Applied filters reshape the schematic, the selection rail and the drill-down panels. The health strip follows the period selector.

The schematic

The main canvas carries the eyebrow THE SCHEMATIC, the headline How the book flows through the lanes and the reminder fixed lanes · live current · click to isolate.

Deals flow through three numbered columns, labelled across the top — with the default preset, 01 / Forecast Category, 02 / Health Band and 03 / Rep. Each column holds one terminal per value. A terminal shows its name, its deal count and its weight (for example Commit with 17 DEALS · $11.1M), and along its foot the number of linked triggers for the current overlay (for example 38 ALL TRIGGERS) or NO OVERLAY ACTIVITY. The Health Band column sorts deals into High, Medium and Low health.

Currents run between terminals in neighbouring columns. A current’s thickness follows the weight you choose, its label gives the value or deal count it carries, and it takes the overlay colour when any of its deals have matching triggers. The current animates; if your operating system is set to reduce motion, it is drawn still.

Click a terminal or current — or tab to it and press Enter — to isolate that slice. Everything outside it dims, and the masthead subtitle and the selection rail switch to the slice. Click the same item again to release it. The hint above the canvas reads Click or press Enter on a terminal or current to focus the inspector rail and deal drill-downs, and an Overlay pill beside it names the active overlay. On a narrow screen the canvas scrolls sideways.

Lane preset

The LANE PRESET dropdown chooses the three columns the deals flow through:

Forecast Category -> Health Band -> Rep (the default) — how each forecast category breaks down by deal health, and which sellers hold it.
Stage -> Health Band -> Account — where health weakens through the funnel, and which customers sit behind it.
Rep -> Health Band -> Account — each seller’s book by health, down to the account.

Switching preset re-lays the same deals and clears any selection. It is the fastest way to test a hypothesis: if low health is spread evenly across stages but concentrated under one rep, you have a coaching problem, not a stage problem. If every deal follows the same path through the current preset, the rail suggests other presets to try.

Weight by

WEIGHT BY controls what terminal and current size represents: Pipeline Value or Deal Count. Value weighting shows where the money is; count weighting shows where the work is. They often disagree, and the disagreement is usually the insight.

Overlay

OVERLAY paints risk triggers onto the schematic. The options are All Triggers, Deal Momentum, Contact Inactivity and Framework Gap. Choose one to see whether a cluster of at-risk deals shares a single cause: terminal counts and current colours switch to that trigger type.

Explorer filters

Separate from the dataset filters, the EXPLORER FILTERS bar narrows the drawing without re-querying the data. It shows how many chips are on, with the prompt narrow the slice; press Show to open the chip groups — Rep, Stage, Forecast, Health and Urgency — and Hide to fold them away. Chips in the same group widen the slice; chips in different groups combine. Urgency keeps deals that have at least one trigger at the chosen urgency. Clear filters switches every chip off.

Explorer filters reshape the schematic, the subtitle and the selection rail. They do not change the health strip or the drill-down panels.

The selection rail

Beside the schematic on wide screens, and below it on narrower ones, the SELECTION SUMMARY rail describes whatever is in focus. Its heading reads Full pipeline view until you pick something; it then names the slice — a terminal such as Forecast Category: Commit, a current such as Commit -> High, or the explorer filters you have on. In the full view a line underneath names the active preset, for example Preset: Forecast Category -> Health Band -> Rep. A totals line follows, for example 72 matching deals • $33,428,664 • 123 linked triggers.

In the full view, a Start by clicking the flow card explains how to begin: click a terminal or current to focus the rail and open matching deals, or use the explorer filters for a narrower slice. Once a slice is active, Clear explorer contextreturns you to the full view and switches the explorer filters off.

Three sections follow:

TRIGGER MIX — the linked triggers by type, most common first, each with its count (for example Framework Gap • 60). Types are Deal Momentum, Contact Inactivity, Framework Gap, Deal Review and Other.
SUGGESTED ACTIONS — the three actions the triggers recommend most often, each with how many recommendations back it.
OPEN A DEAL (n) — every matching deal, largest first, with its account and amount. Click one to open its Deal Details window.

The Deal Details window

Opening a deal from the rail, or pressing View Details in the At Risk drill-down, brings up Deal Details, headed with the account and deal name. View Opportunity in the top-right corner opens the full opportunity record.

Deal Information — Rep, Amount, Stage, Forecast, Close Date and Last Activity.
Risk Assessment — the deal’s Health Score as a percentage bar: green from 70%, amber from 40%, red below. Higher is healthier; its info tooltip explains that it measures deal quality from framework completion, stakeholder engagement, activity momentum and rep commitment. Under Risk Indicatorsyou see plain flags such as No activity for 21 days, No close date set, High risk - requires immediate attention or, for a healthy deal, Deal health is good.
Explorer Context — when you opened the deal from a slice, Opened from: names it. Up to four linked triggers follow, each with its urgency and a Suggested action.
Framework Health — MEDDPIC, BANTand SPICED completion percentages, where framework data exists for the deal.

Quick start

Open Flow from the sidebar and confirm the period selector matches the quarter you are reviewing.
Read the subtitle, then the Coverage and At Risk tiles. Click At Risk to see the high-risk deals.
Leave LANE PRESET on Forecast Category -> Health Band -> Rep and WEIGHT BY on Pipeline Value, then click the Commit terminal to see how much committed value sits in low health.
Switch LANE PRESET to Stage -> Health Band -> Account to see where health weakens through the funnel and which accounts sit behind it.
Switch to Rep -> Health Band -> Account to see whether the weakness sits with one seller.
Apply an OVERLAY — start with All Triggers, then narrow to the type leading the TRIGGER MIX.
Read SUGGESTED ACTIONS, open a deal from OPEN A DEAL and press View Opportunity to act on it.
If a whole lane looks wrong, open Pipeline Playbook for the guided response.

Troubleshooting

The schematic reads NO SIGNAL. No deals match the current filters. Press Clear filters on the explorer bar, check the dataset filters for a close-date range or amount threshold left over from an earlier session, then widen the period.
A red banner says the explorer triggers failed to load. The schematic still draws from the deal data, but overlay counts, TRIGGER MIX and SUGGESTED ACTIONS stay empty. Press Refresh Data once the issue clears, and dismiss the alert with its close button.
A tile is missing from the health strip. Tiles only appear when their data exists — for example, Quota Attainment needs a quota for the period.
A drill-down will not open. The drill-down panels need forecast data for the current period and filters. If it has not loaded yet, wait for the page to settle and try again.
The rail says there are no deals in this intersection. The slice you picked and the explorer filters you have on do not overlap. Adjust the explorer filters or press Clear explorer context.
The current is not animating. If your system is set to reduce motion, the schematic deliberately renders still.
The numbers differ from Velocity. The two pages answer different questions: Flow reads where deals sit, Velocity reads how long they have sat there. See the Pipeline Velocity guide.

Pipeline Explorer: The Flow Schematic