Overview

The Field guide on the Flow page (called the Pipeline Playbook before 17 October 2026) gives sales leaders a slide-out command centre for coaching and pipeline correction. It reads coverage, deal health, velocity and the forecast gap for the pipeline in view, then turns them into ranked team actions, a five-minute daily review, what-if scenarios and a risk assessment.

Access

Open Flow from the sidebar, under the Pipeline heading, and press Field guide at the top-right of the masthead. See the Pipeline Explorer guide for the page itself.
The panel slides out from the right, titled Field guide. Close it with the close button in its header, Close Field guide at its foot, the Escape key, or by clicking outside it.
At the top of the panel, Run the Stalled pipeline fix opens the Stalled pipeline Fix playbook on the Revenue Engine.
It reads the same period and dataset filters as Flow. Explorer filters, and slices you pick on the schematic, do not change it.

Totals — under the title, the deal count, total pipeline and coverage ratio, for example 72 deals • $33.4M total • 2.2x coverage.
Urgent banner — Pipeline needs immediate attention - critical metrics below target appears when any of these hold: coverage is below 2.5x, more than 40% of the pipeline is high risk, more than 30% of deals have velocity issues, upside covers less than half the forecast gap, or more than ten risk triggers apply.
Tab markers — a pulsing red dot flags a tab that needs you: Team Priorities while the urgent banner shows, Scenarioswhen more than 30% of the pipeline is high risk, and Risk Assessment when there is a forecast gap.

Tabs

🎯 Team Priorities

A ranked list of team actions, most severe first. A card appears only when its condition is met — for example Emergency Pipeline Generation Required when coverage falls below 2x, or Forecast Rescue Plan Needed when upside falls well short of the forecast gap. Others include Pipeline Velocity Intervention, Targeted Rep Coaching Required, Pipeline Stage Rebalancing, Territory Rebalancing Needed and Pipeline Risk Mitigation.

Each card gives its priority, a description, Why now:, a time estimate, who should own it and its Impact:. Press Show steps for the Action Steps:, Done to tick the card off (an Assignment Progress line tracks how many you have done), or Add Task to add it to your action plan as a task — the button then reads Added.

📊 Daily Review

Your 5-Minute Pipeline Review walks you through six timed steps: Check Pipeline Coverage Ratio, Review Health Score(with Committed, Gap and Upside), Scan Pipeline Velocity (with the top stuck deals to review), Review Rep Performance (Top Pipeline and Needs Coaching), Check Stage Distribution and Set Team Priorities (Today’s Focus Areas). Each step pairs a reading with an action and a button to mark it checked, reviewed or set. Finish all six and the tab confirms Pipeline review complete!

🔮 Scenarios

Pipeline What-If Scenarios lets you test five futures against today’s numbers: Pipeline Coverage Gap, Deal Velocity Crisis, Rep Performance Divergence, Quarter-End Forecast and Pipeline Quality Decline. Click one to run it. A Scenario Analysis panel shows its Impact Level and the projected figures behind it, then Immediate Actions and Strategic Considerations.

📈 Risk Assessment

Quarter Risk Assessment opens with an Overall Health Scoreand counts of Critical, High and Mediumrisks. Six risk cards follow, most severe first: Forecast Achievement Risk, Pipeline Coverage Risk, Deal Velocity Risk, Rep Performance Risk, Pipeline Quality Risk and Concentration Risk. Each shows a probability, a Health Score and its Impact:.

Press View mitigation plan on a card for its Mitigation Strategies, each with an owner, a timeline and a Start button. Risk Trends & Insights at the foot gives the Health Trend and your Top Focus Area.

Contextual alerts

The panel footer counts the alerts that apply right now, for example 2 alerts require attention. An alert is raised when:

coverage is below 2.5x;
more than five deals have velocity issues;
more than 40% of the pipeline is high risk;
a rep carries more than double, or less than half, the team’s average deal count.

Use the alerts to direct coaching and redistribute effort across the team.

What it remembers

The Field guide reopens on the tab you last used, in the same browser.
Ticks — Done, the daily review steps and Start— reset when you close the panel. Use Add Task for anything you need to keep.

Leader best practices

Start each week on Team Priorities; end the week with Risk Assessment.
Use Daily Review for stand-ups; assign actions and follow up in 1:1s.
Before a forecast call, run the scenario that matches your biggest worry and bring its Immediate Actions to the meeting.

Flow field guide: team-level pipeline guidance