Pipeline Hygiene Agent
Finds the dead deals your forecast is still counting
46% of open pipeline value needs attention.
6 of 15 open deals — $370K of $800K — are stale, overdue or both.
Stale means no activity for 30+ days; overdue means the expected close date has passed. 4 deals are both.
Omar holds the most flagged value: $184K across 3 deals.
Won and lost deals are left out. Whether a flagged deal will still close is not in the data.
Pipeline by health (value)
- Healthy54%
- Stale2%
- Overdue6%
- Stale and overdue38%
Flagged value by owner
- Omar (3/4)$184K
- Ravi (2/4)$134K
- Dana (1/3)$52K
- Lena (0/4)$0
By stage
| Stage | Deals | Flagged | Flagged value |
|---|---|---|---|
| Proposal | 6 | 4 | $174K |
| Negotiation | 5 | 1 | $120K |
| Discovery | 4 | 1 | $76K |
Deals to act on first
| Deal | Owner | Stage | Amount | Idle days | Days past close | Status |
|---|---|---|---|---|---|---|
| Litware upgrade | Omar | Negotiation | $120K | 73 | 30 | Stale and overdue |
| Tradewind rollout | Ravi | Discovery | $76K | 94 | 61 | Stale and overdue |
| Alpine services | Ravi | Proposal | $58K | 47 | 25 | Stale and overdue |
| Contoso expansion | Dana | Proposal | $52K | 59 | 20 | Stale and overdue |
| Adatum pilot | Omar | Proposal | $46K | 8 | 10 | Overdue |
| Wingtip add-on | Omar | Proposal | $18K | 41 | — | Stale |
What to do this week
- Re-date or close out the 5 overdue deals worth $352K: a close date in the past makes the forecast wrong.
- Contact the 5 stale deals ($324K) this week, starting with Litware upgrade ($120K).
- Hold a pipeline review with Omar: 3 of 4 deals are flagged.
Do
- Agree one rule: every open deal carries a dated next step.
Don't
- Don't count flagged deals at full value in the forecast until they are updated.
How to improve
- Add stage-entry dates to see how long deals sit in each stage.
- Add win probability or last outcome so the next report can rank by likelihood, not only by hygiene.
Demo
Overview
Every sales forecast is built from a pipeline nobody has cleaned, and the distortion runs one way: optimistic. Deals that died months ago sit open at 60% because closing them as lost is an admission and moving the date is free. A rep with a quarter to save pushes six close dates into the last week, and the forecast dutifully adds them up.
The signals that a deal is dead are not in the deal record — they are in the absence of things. No meeting in seven weeks. No reply to the last three emails. The champion's title changed. Nothing has moved except the close date, which has moved four times. Every one of those is a fact the CRM already holds and no forecast report looks at.
This agent reads for those signals and reports two numbers side by side: the forecast as submitted, and the forecast with the deals that show no sign of life removed. The gap between them is the conversation.
It edits nothing. A tool that silently closes a rep's opportunities gets switched off within a week, and it deserves to — the rep may know something the CRM does not. It gives the sales leader the list and the question to ask.
Benefits
A forecast you can commit to
Because you know what it is standing on.
Coaching conversations with evidence
Specific deals and specific facts, not a feeling.
Time back on the living deals
Which is what the dead ones are costing.
What it does
Reads the silence, not the stage
A deal at 'Negotiation' with no contact in seven weeks is not at negotiation. The stage field is the last thing to be updated.
Counts how often the date has moved
A close date pushed four times is the single strongest signal in a CRM, and no report shows it.
Two forecasts, side by side
As submitted, and with the deals showing no sign of life removed. The gap is the conversation.
Flags the departed champion
The contact who changed role or left. The deal usually died that day and nobody recorded it.
Finds quarter-end bunching
Six deals landing in the last week of the quarter is a pattern, not a coincidence.
Edits nothing
It never closes, restages or reweights a deal. The rep may know something the CRM does not, and the question belongs to a person.
What this changes
What this changes about your week
- It takes over
- Testing whether the deals behind a forecast are still alive.
- Done today by
- A sales leader, from memory, on the forecast call.
- How often
- Weekly, and it decides the number reported to the board.
- Typical manual effort
- Every deal needs its activity history read, not its stage field.
Why Sales in particular. The signals a deal has died are absences — no reply, no movement, a close date pushed four times. Forecasting tools compute a number from the pipeline; none of them question the pipeline.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
Pipeline Hygiene Agent has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
- 1InputValidated against the agent input schema
- 2Modelclaude-sonnet-5 with automatic fallback
- 3Toolsextract_structured_data
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Requirements
Integrations
No integrations required.
Before you start
- Open deals: value, stage, close date and its history, owner
- Last activity per deal — meetings, emails, replies
- Contact roles, where you track them
- Requires the All-Access plan or higher
Use cases
Before the forecast call
What the number rests on, deal by deal.
Quarter-end review
Which commits are real and which are hope.
A new sales leader
The state of the pipeline you just inherited.
Board reporting
A number with its assumptions stated.
Pricing
All-Access
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Will it close or change deals?
No, and it must not. A rep often knows something the CRM does not — a procurement freeze, a conversation off-system. It reports; the rep answers; the leader decides.
Does it judge individual reps?
It reports on deals, not on people. Where a pattern appears across one person's deals it says so as a coaching observation with the evidence, and never as a performance conclusion.
What if our CRM data is thin?
It says which signals it could not check rather than filling the gaps. A confident answer built on missing data is worse than no answer.
Reviews
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