Walk into Monday knowing where to look
Every week, a brief on which deals need you, why, and where to coach, built from what buyers said and did. Your pipeline review starts with the deals that matter.
- Pipeline summarized
- 3 deals at risk
- Coaching point ready
Spend the review on the deals that need you
Pipeline reviews often open with a round of “where are we on this one?” The answers depend on what each rep remembered to enter, and the deal that’s quietly slipping comes up a month too late. Ollie reads every deal before you meet, so the review starts where the risk is.
What’s in your brief
Read the use cases: Watch every deal: AI deal health monitoring, and Fix recurring sales pipeline bottlenecks.
Built from what buyers did
Every open deal gets a health score from 6 criteria: engagement, deal movement, fit, risk, financial signals, and recent momentum. What the buyer says and does counts for more than what a rep types into a field, and each criterion shows the evidence behind it.
You open the review with one question for each rep: who signs?
Three of your top-risk deals have no economic buyer engaged yet.
Which close dates no longer match real progress?
Know when a deal turns
When a deal’s health drops or its amount changes, you hear about it the next morning, while there’s still time in the quarter to act. Ask Ollie at any time: “Which close dates no longer match real progress?” or “Which deals have gone quiet this month?”
The work is ready before the review
When Ollie flags a deal, the rep gets the next step prepared: a drafted re-engagement email for a quiet deal, the qualification question for a gap, a list of blockers with a suggested move for each. The rep reviews and sends, so by the time you meet, the conversation is about decisions.
“Now you don’t have to go and check the pipeline yourself, because Ollie checks it for you.”
Niko FernströmSales Director, Nordics, JobillaQuestions about pipeline reviews
How does Ollie decide a deal is at risk?
From its health score, which combines engagement, deal movement, fit, risk, financial signals, and recent momentum. When a deal’s score drops, Ollie tells you which criteria moved and shows the evidence behind each one.
What counts as a deal going quiet?
No meaningful activity for long enough that the deal needs a reason to restart: no emails sent or received, no calls or meetings, no buyer-initiated contact. A CRM field edit on its own doesn’t keep a deal active.
Does it work with MEDDPICC or SPICED?
Yes. Ollie checks each deal against your framework and flags the fields still empty in stages where they should be locked, such as Paper Process in Negotiation.
Where does the brief arrive?
In Slack or Microsoft Teams, on the morning you choose, covering the teams you manage.
Does Ollie replace the pipeline review meeting?
No. Ollie prepares it. You walk in knowing which deals need you, and the meeting goes to the decisions only your team can make.