Pipeline Health Investigation

Investigate why your sales pipeline changed and get actionable recommendations.

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The Question

"Why did pipeline shrink this quarter?"

Or variations:

• "Why is our pipeline down?"
• "What happened to our Q3 pipeline?"
• "Investigate pipeline health"

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What Scoop Investigates

When you ask about pipeline health, Scoop runs a multi-probe investigation:

Investigation Plan:
├── Probe 1: Quantify the change
│   └── How much did pipeline change? ($ and %)
├── Probe 2: Analyze by stage
│   └── Which stages lost the most value?
├── Probe 3: Analyze by segment
│   └── Which customer segments are affected?
├── Probe 4: Investigate timing
│   └── When did the decline start?
├── Probe 5: Find root causes
│   └── What factors correlate with lost pipeline?
└── Synthesis: Actionable summary

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Example Output

Investigation Results: Pipeline Decline Analysis

FINDING 1: Pipeline Value
├── Current quarter: $4.2M
├── Previous quarter: $5.8M
└── Change: -$1.6M (-28%)

FINDING 2: Stage Analysis
├── Discovery: -$300K (leads not converting to qualified)
├── Qualified: -$450K (stuck deals timing out)
├── Proposal: -$850K (largest loss - deals going dark)
└── Negotiation: No significant change

FINDING 3: Segment Breakdown
├── Enterprise: -$1.2M (75% of total loss)
├── Mid-Market: -$250K
└── SMB: -$150K

FINDING 4: Root Cause Analysis
├── Enterprise deals averaging 45+ days in Proposal stage
├── 8 enterprise deals lost to competitor X (new entrant)
├── Average response time to RFPs increased from 5 to 12 days
└── 3 reps carried 80% of lost pipeline (team capacity issue)

RECOMMENDED ACTIONS:
1. Implement 48-hour RFP response SLA
2. Create competitive battle card for competitor X
3. Review rep workload distribution
4. Add proposal stage follow-up automation

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Sample Prompts

Basic Investigation

"Why did pipeline shrink?"

With Time Context

"Why did pipeline drop in Q3 compared to Q2?"

With Segment Focus

"Why is enterprise pipeline down this quarter?"

With Stage Focus

"Why are deals getting stuck in proposal stage?"

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Follow-Up Questions

After the initial investigation, dig deeper:

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Data Requirements

For best results, your pipeline data should include:

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Tips for Better Results

1. Include historical data - Scoop needs comparison points
2. Track stage changes - Snapshot data enables stage transition analysis
3. Capture loss reasons - Helps identify patterns in lost deals
4. Add competitor field - Enables competitive analysis

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Related Patterns

• Win/Loss Analysis - What predicts deal success
• Revenue Changes - Investigate closed revenue
• Period Comparison - General before/after analysis