Gold by MangoMagic

CRO · Dashboard · Intermediate · Saves 30+ hours

Pipeline Health Scorecard

A scorecard for assessing overall pipeline health.

Get coached on this — free

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.