What your pipeline actually did

Built from two instruments read side by side: your call recordings and your CRM. Neither is the pipeline on its own. Recordings know what was said; the CRM knows what it became; the gaps between them are where deals die quietly.

9active threads

0agreed next steps with no recorded call

2next steps coming up

What this caught this period

A deal everyone believed had gone quiet was scored as dead in the weekly review. The recording layer showed the prospect had personally booked a follow-up call twelve days earlier. No system held the date; the deal was alive the whole time. The call went ahead as booked.
The CRM showed a second deal at Proposal Stage. The recordings and the owner's own account showed it had already been lost weeks earlier. The pipeline forecast was carrying a dead deal as live.
Two CRM threads turned out to be the same person under two different names. One half was being aged toward write-off while the other half sat at Proposal Stage.
Commercial terms stated on two different sales calls, eight days apart, did not match: the same guarantee was described one way to one prospect and a materially cheaper way to another. Flagged before either signed.

The next-step board

An agreed next step that passes with no recorded call is the earliest observable sign of a deal dying. It is a question to ask, never a verdict: the meeting may have moved to email or gone unrecorded.

Prospect A	KEPT	agreed next step happened: the follow-up call took place as booked	3 call(s), today	no CRM record
Prospect B	NO EXPECTATION	2d since last recorded call	2 call(s), 2d ago	no CRM record
Prospect C	DUE	next step agreed, due in 2d	1 call(s), 8d ago	no CRM record
Prospect D	DUE	next step agreed, due in 5d	1 call(s), 9d ago	no CRM record
Prospect E	NO EXPECTATION	15d since last recorded call	1 call(s), 15d ago	no CRM record
Prospect F	NO EXPECTATION	22d since last recorded call	1 call(s), 22d ago	no CRM record
Prospect U	NO EXPECTATION	37d since last recorded call	1 call(s), 37d ago	CRM: Discovery done
Prospect G	CLOSED	closed, outcome confirmed by the operator	2 call(s), 38d ago	no CRM record
Prospect H	NO EXPECTATION	43d since last recorded call	1 call(s), 43d ago	no CRM record

Where the calls and the CRM disagree

Conversations with no CRM record

Real meetings happened here; the pipeline does not know.

Prospect A
Prospect B
Prospect C
Prospect D
Prospect E
Prospect F
Prospect G
Prospect H

CRM records with no recent call

Not dead on this evidence: may be moving over email, or may be quietly parked. The point is nobody can currently tell.

Prospect I Nurture
Prospect J Nurture
Prospect K Discovery done
Prospect L Won
Prospect M Discovery done
Prospect N Won
Prospect O Proposal Stage
Prospect P Won
Prospect Q Nurture
Prospect R In conversation
Prospect S Won
Prospect G Proposal Stage
Prospect T In conversation