The situation: A sales manager at a B2B SaaS company runs the prompt Monday morning before a 9am standup. Eight deals in the pipeline, close this quarter focus, five reps on the team.
Output: 2 RED deals, 3 AMBER, 3 GREEN. One deal is double-RED. Standup runs in 12 minutes with specific questions per rep.
Pipeline health report — Week of May 19
8 deals reviewed · 2 RED · 3 AMBER · 3 GREEN
Run: Monday May 19, 7:58am. Signals via Lusha. Meeting cadence via Google Calendar.
RED DEALS — act before standup
Meridian Logistics · $148K · Negotiation · Owner: Sarah K.
- Account risk: 🔴 RED — CFO departed 18 days ago. Finance owns sign-off on contracts above $100K at this account. No replacement confirmed in Lusha.
- Engagement risk: 🔴 RED — Last meeting 26 days ago. Nothing on calendar.
- ⚠ Double RED — highest slip risk this week
- Recommended action: Sarah needs to get back in front of someone in Finance this week — either the interim owner or a direct ask to the CRO about who’s signing.
- Standup question for Sarah: “Who’s your current relationship with on the finance side at Meridian — and have you spoken to anyone there since the CFO left?”
Cartway Technologies · $92K · Proposal · Owner: James R.
- Account risk: 🔴 RED — Acquired by a larger competitor 12 days ago as the target entity. Contracts at acquired companies typically go under review during integration.
- Engagement risk: 🟡 AMBER — Last meeting 14 days ago. Next call not confirmed.
- Recommended action: James needs to ask directly on the next call whether the acquisition affects their vendor review process — before the proposal goes further into integration limbo.
- Standup question for James: “Have you spoken to anyone at Cartway since the acquisition was announced — and do you know if their procurement process has changed?”
AMBER DEALS — watch this week
| Deal | ACV | Stage | Owner | Flag |
|---|
| Finova Group | $180K | Proposal | Dana P. | New CTO hired 3 weeks ago — not in the buying group yet, but worth mapping before proposal goes to sign-off |
| Pallet Systems | $55K | Discovery | Alex M. | Last meeting 17 days ago, next call not confirmed — needs a booking this week |
| Dune Analytics | $44K | Negotiation | Chris T. | No structural signal, but negotiation has been open for 31 days with no movement — ask Chris what’s blocking |
GREEN DEALS — no action needed
Brightfield Co · $112K · Proposal · Owner: Sarah K. — active cadence, no signals Corelink SaaS · $95K · Closing · Owner: James R. — next meeting Thursday, no signals Novela Group · $48K · Discovery · Owner: Dana P. — meeting last week, no signals
Account signals via Lusha connector, May 19. Meeting cadence from Google Calendar live session.