Pipeline review agenda where reps flag deals in advance
A pipeline review turns into a CRM read-aloud when nobody says in advance which deals need help. Everyone recites their number, the manager coaches whichever deal happens to come up last, and the stuck opportunities stay stuck.
Agendair asks for the exception rather than the list. Before the call, reps submit the specific deals where they need a decision — pricing approval, an exec sponsor, a legal exception — with the people whose sign-off they need tagged on the row. The program email publishes that shortlist the morning of the review.
Approvals are recorded in the same rows, which gives the manager a defensible history of discounts and exceptions granted, by whom and when, without a separate approvals spreadsheet.
What sits in a sales pipeline review agenda
| Row in the sheet | How Agendair handles it |
|---|---|
| Deals needing a decision this week | Submitted by the rep, with the approver tagged. |
| Pricing and discount exceptions | Approval recorded on the row, not in a DM. |
| Slipped or at-risk deals | Carried forward automatically while still open. |
| Pipeline coverage against target | Number pasted in before the call. |
| Coaching topic of the week | Anyone on the team can submit one. |
The same sheet records what the pipeline review decided.
| Decision | Owner | Status |
|---|---|---|
| Approve a 12% discount on the multi-year renewal | Sales manager | Closed |
| Bring the CTO into the security review call | Account executive | Closed |
| Disqualify the stalled enterprise deal this quarter | Revenue lead | Closed |
Closed rows fold out of the default view but are never deleted. The agenda is the register — there is no second document to keep in sync.
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