Goal
A ranked pipeline with one next action per deal — using CRM truth plus public and meeting signals.
Best for
Sales leaders reviewing pipeline before forecast or board week.Connectors that power this
Run it
Using HubSpot/Salesforce opportunities closing in the next 60 days, rank by likelihood to close. For each: why this rank, risk signals (including call sentiment if Gong/Fathom connected), and the single next action with owner. Call out deals that look healthy in CRM but weak in conversation.
What good looks like
- Ordered list with rationale
- Next action per deal
- Mismatch between CRM stage and conversation reality flagged