Overview
The Pipeline Playbook gives sales leaders a slide‑out command center for coaching and pipeline correction. It aggregates coverage, risk, velocity, and forecast gap to propose focused actions.
Access
- Open from Pipeline Intelligence pages where “Playbook” is available
- Appears as a right-side slide‑out; click outside or “Close Playbook” to dismiss
Header & Metrics
- Totals: Deal count, total pipeline, and coverage ratio
- Urgent banner appears when coverage is low, risk concentration is high, too many stuck deals, or gap is not coverable
Tabs
- 🎯 Team Priorities: PipelinePrioritizer highlights where to focus by rep, stage, or risk
- 📊 Daily Review: PipelineExecutionGuide aligns daily manager routines to the current metrics
- 🔮 Scenarios: PipelineScenarios explores coverage, upside, and risk tradeoffs
- 📈 Risk Assessment: PipelineRiskAssessment summarizes triggers and mitigation paths
Contextual Alerts
- Examples: pipeline_coverage_low, velocity_bottleneck, high_risk_concentration, rep_imbalance
- Use alerts to direct coaching and redistribution of effort
Persistence
- Remembers last tab per user using local storage (
pipeline_playbook_last_tab)
Leader Best Practices
- Start each week on Team Priorities; end the week with Risk Assessment
- Use Daily Review for standups; assign actions and follow‑up in 1:1s
- Export summaries for forecast calls when shifting between scenarios