Pipeline Audit

A data-driven audit that exposes phantom pipeline and returns the hours you'd otherwise burn chasing it.

1. 01

   Prepare your pipeline export

   Export your open opportunities as a CSV. Include deal name, value, stage, MEDDPICC score, effort bucket, and the champion / economic buyer status for each row.

2. 02

   Upload the file

   Drop the CSV into the uploader. Processing runs entirely in your browser — nothing is sent to a server until you explicitly request an email copy.

3. 03

   Review the segmentation

   Deals are split into Qualified, At-Risk, Not Real, and Trigger-Failed. The Kill List shows every candidate for termination with a specific reason.

4. 04

   Quantify the dividend

   You'll see phantom pipeline £, wasted seller hours, FTE equivalent recovered, and your true effort-adjusted pipeline value — the number your forecast should actually be built on.

5. 05

   Act on the kill list

   Work through the kill list with your team. Every hour reclaimed from a dead deal is a dividend you can redeploy into deals that can actually close.

Tip: run this audit monthly. Treat the dividend as real capacity — assign it to your top B1 accounts before it evaporates.