Deal Pipeline Management
MediumManaging investment deal pipelines with better visibility and prioritisation.
The Pain
Deal pipelines are managed in spreadsheets or basic CRM. Visibility into pipeline health and probability is limited.
What's Possible
AI can enhance pipeline management with probability scoring and health indicators. Teams focus on deals most likely to close.
Signals This Is Worth Exploring
Pipeline visibility is limited
Deal probability estimates are inconsistent
Some deals consume effort without closing
Resource allocation is not optimised
Impact
Better pipeline visibility and forecasting
More efficient allocation of effort
Higher close rates through focus
Earlier identification of stuck deals
Typical Approach
Assess
Analyse current pipeline management and data.
Pilot
Apply enhanced management to active pipeline.
Scale
Integrate into team workflow and reporting.
What to Watch Out For
Deal factors are complex
Not all information is in systems
Probability estimates have uncertainty
Teams may resist process changes
Questions to Think About
Before we talk, you might want to consider:
How do you manage your deal pipeline?
What pipeline data do you capture?
How accurate are probability estimates?
Where do deals typically stall?
Build On This
Once the basics are working, you can expand:
Velocity tracking
Monitor deal progression speed
Blocker identification
Spot common obstacles
Resource planning
Align capacity to pipeline
Want to explore if this fits your organization?
Book a 30-minute call to discuss your situation and whether this use case makes sense for you.
Book a 30 min call