Pipeline Auditor finds the stored CRM gaps that can make a weekly review or forecast unreliable, without changing any records.
It checks explicit pipelines and owners for overdue or missing close dates, missing amount or owner, stale activity, and absent company or contact associations. Each finding preserves the record ID, triggering rule, stored source fields, and observation boundary so a human can correct the CRM without relying on an invented explanation.
What you can do
- audit_pipeline — scan open deals for deterministic hygiene exceptions
- analyze_stage_slippage — count stored close-date and stage changes for one deal
- forecast_readiness — group open amounts by stored currency, pipeline, stage, and owner
- find_duplicate_candidates — return possible company or contact matches for explicit values
- build_review_queue — turn audit findings into a deterministic human review order
Who it's for
Revenue operations teams, sales leaders, CRM administrators, agencies, and founders preparing pipeline reviews or forecast meetings.
How to use it
- Select the pipelines and owners you are authorized to inspect
- Run the pipeline audit with an explicit stale-day threshold and record cap
- Inspect history only for deals that need context
- Keep currencies separated and treat candidate duplicates as human-review items
- Build the review queue and correct records in the CRM itself
Getting started
Start with one pipeline and a 500-deal cap. The tool is read-only: it never changes a stage, close date, owner, association, forecast category, or record.
