🎁 Free Playbook + Templates

Stop Guessing. Start Forecasting You Can Defend.

This field-tested kit shows how to tighten qualification, standardize stage exit criteria, and run weekly reviews that improve win rate—complete with dashboards and templates.

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Pipeline Reliability Kit dashboard and checklist preview showing forecast accuracy metrics and deal health scoring

44-page playbook

+ spreadsheet toolkit

Trusted by revenue teams at

NovaCRM OrbitOps ClearStack BrightWear NorthBay Labs

What You'll Learn

Five proven frameworks to transform your pipeline from guesswork to predictable revenue

Stage Exit Criteria That Stick

Stop fuzzy handoffs with clear, auditable definitions.

Confidence-Weighted Forecasting

A simple model that survives the CFO's questions.

Deal Health Scoring

Prioritize with evidence: multi-threading, next steps, and competitive posture.

Weekly Pipeline Rituals

A 45-minute cadence that reduces surprises by week three.

Dashboards That Drive Behavior

Five boards reps open daily—not just at EOW.

Cross-Functional Alignment

SLA templates that keep Marketing and Sales in sync.

"We lifted win rate +4.1 pts and cut cycle time −17% in 60 days using this kit."
MT

Maya Torres

VP RevOps, NovaCRM

NovaCRM OrbitOps ClearStack BrightWear NorthBay Labs KiteBank

Sound Familiar?

Common pipeline problems—and the exact solutions inside the kit

Illustration of inconsistent pipeline stages
Illustration of fluctuating forecasts

"Our stages mean different things to different people."

Stage Exit Criteria Pack with examples & QA checklist.

"Forecasts swing wildly."

Driver-based model + risk triage & commit hygiene.

"Marketing & Sales aren't aligned."

SLA templates with accept/reject reasons & close-loop feedback.

"Dashboards are noisy."

Five canonical boards with fields, filters, and ideal update cadence.

How It Works

Three simple steps to transform your pipeline in 30 days

Pipeline reliability framework overview
1

Grab the Kit

Submit the short form to get instant access.

2

Copy the Templates

Duplicate the spreadsheet toolkit and board layouts.

3

Run the Weekly Ritual

Use the checklist to inspect deals and forecast with confidence.

What's Inside

Seven comprehensive chapters with actionable frameworks and templates

Pipeline health dashboard example from the kit
Deal health scoring template spreadsheet
Chapter 1 • pp. 4–7

Coverage Math That Holds Up

Bookings math, ramp curves, segment coverage.

Chapter 2 • pp. 8–12

Stage Definitions & Exit Criteria

Examples + QA rubric.

Chapter 3 • pp. 13–18

Forecast Framework

Commit/best-case rules, risk scoring, inspection questions.

Chapter 4 • pp. 19–24

Deal Health Score

Criteria, weights, and red-flag playbook.

Chapter 5 • pp. 25–29

Handoff SLAs

MQL→SQL acceptance, reject reasons, recycle rules.

Chapter 6 • pp. 30–37

Dashboards That Matter

Pipeline health, velocity, win-loss, risk aging, activity quality.

Chapter 7 • pp. 38–44

30-Day Rollout Plan

Roles, cadence, communication templates.

Elena Zhou, Principal at Northbeam Revenue Lab

Elena Zhou

Principal at Northbeam Revenue Lab

Former RevOps at two unicorns; rebuilt forecasting & GTM analytics across NA/EU.

Contributors

Rafael Moreno (Analytics), Tom Nguyen (Sales Enablement), Amara Singh (Demand Gen)

Research Method

Interviews with 43 revenue leaders; anonymized datasets across 29 B2B orgs.

Get the Kit Free

Instant access to the 44-page playbook, spreadsheet toolkit, and bonus materials

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GDPR Compliant

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Works With Your Stack

Compatible with the tools you already use

Salesforce HubSpot Gong Chili Piper Segment Looker Snowflake

Templates Included

Coverage Calculator
Stage Exit Criteria Sheet
Forecast Rollup
Win/Loss Interview Guide
Weekly Pipeline Review Agenda
Limited Time

Bonus Materials Included

Available for downloads through December 31, 2025

Pipeline Hygiene Checklist

24 items used in weekly scrubs.

Quarterly Planning Template

Slides for board-ready target math.

Win/Loss Call Script

Structured interview guide.

Frequently Asked Questions

Make your forecast boring—in the best possible way.