CRO · Dashboard · Intermediate · Saves 30+ hours
Pipeline Health Scorecard
A scorecard for assessing overall pipeline health.
What's included
- Health dimensions
- Scoring methodology
- Red flag identification
- Trend analysis
- Action recommendations
Best used when
- Monthly pipeline reviews
- Diagnosing sales issues
- Board/leadership reporting
- Setting improvement priorities
The template
The Template
HEALTH DIMENSIONS
Pipeline Health Assessment
PIPELINE HEALTH SCORECARD
COVERAGE HEALTH:
Coverage ratio: ___:1
Target: 3:1
Score: ___/25
Status: Green/Yellow/Red
QUALITY HEALTH:
ICP fit: ____%
Multi-threaded: ____%
Executive engaged: ____%
Score: ___/25
Status: Green/Yellow/Red
VELOCITY HEALTH:
Avg cycle: _____ days
Target: _____ days
Deals moving: ____%
Score: ___/25
Status: Green/Yellow/Red
CONVERSION HEALTH:
Win rate: ____%
Target: ____%
Stage conversion: On/Off track
Score: ___/25
Status: Green/Yellow/Red
OVERALL HEALTH: ___/100
Health Scoring Guide
| Dimension | Green (25) | Yellow (15) | Red (5) |
|---|---|---|---|
| Coverage | >3:1 | 2-3:1 | <2:1 |
| Quality | >80% ICP | 60-80% ICP | <60% ICP |
| Velocity | <Target | <1.2× Target | >1.5× Target |
| Conversion | >Target | Within 5% | >5% below |
RED FLAG IDENTIFICATION
Pipeline Red Flags
RED FLAG CHECKLIST
COVERAGE RED FLAGS:
☐ Coverage <2:1
☐ Declining pipeline 3+ weeks
☐ Single deal >20% of pipeline
☐ One source >50% of pipe
QUALITY RED FLAGS:
☐ >30% single-threaded
☐ <50% ICP fit
☐ <30% executive engaged
☐ High churn in pipeline
VELOCITY RED FLAGS:
☐ >30% stuck deals
☐ Avg cycle >1.5× target
☐ <50% moving forward
☐ Close dates slipping
CONVERSION RED FLAGS:
☐ Win rate declining
☐ Stage conversion down
☐ Loss rate increasing
☐ No decision increasing
Frequently asked questions
What is the Pipeline Health Scorecard?
A scorecard for assessing overall pipeline health.
Who is the Pipeline Health Scorecard for?
It is built for CROs and their teams working on Pipeline & Forecasting. The AI coach adapts it to your company, stage, and goals.
How long does the Pipeline Health Scorecard take to use?
It saves roughly 30+ hours versus building from scratch. Our AI coach can tailor the dashboard to your situation in minutes, then hand you a step-by-step plan.
Is the Pipeline Health Scorecard free?
Yes. You can read the full dashboard and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Pipeline Health Scorecard?
The coach teaches you the framework, asks a few questions about your business, tailors the dashboard to you, and gives you measurable next steps to execute.