The Perfect Pipeline Review

Keep your team on target and banging the gong. Pipeline Review by the legendary Jeff Ignacio.

Jeff Ignacio

Jeff Ignacio

Head of GTM Ops at RegrowAg & Founder of RevOps Impact

Use Template

Use Template

Close more deals & nail your targets.

Pipeline review is the drumbeat of your revenue team. It's essential for keeping your team on target, rapidly learning, and identifying risks, trends, and strategies to improve both sales performance and forecast accuracy.

But… your CRM doesn't let you easily see how your pipeline has evolved over time, leaving teams struggling to understand what changed. And it doesn't support reporting, so critical context and action items get lost.

Brought to you by Jeff Ignacio, legendary GTM leader & the founder of RevOps Impact, the leading RevOps newsletter (check it out!).

Why is this template helpful?

  1. Close more deals by staying on top of individual deals, rep performance, and trends.

  2. Hit your targets by making sure you have the pipeline coverage you need & deals are closing.

  3. Keep deals moving forward by surfacing and discussing top deals & next steps.

  4. Up-level your team by getting them the support they need.

  5. Learn faster by spotting trends in pipeline composition or movement.

  6. Improve CRM hygiene by identifying issues early & creating accountability.

What metrics are included?

  1. Closed Won

  2. Open Pipe

  3. Coverage Ratio

  4. Pipeline Waterfall

  5. Pipeline Over Time

  6. Deal Inspection (With links back to your CRM)

  7. Pipeline Composition by Rep, Segment, & Source

  8. Pipeline Hygiene

Why use Daydream?

Daydream is the BI tool built for Founders, Execs, & Ops.

For GTM Operators and Founders:

  1. Fast set up without data work. Connect to your Hubspot, Salesforce, and other tools in a click and get best-practice metrics.

  2. Unify your go-to-market & other efforts. Bring together all your teams and tools in one place.

  3. Make reporting a breeze. Generate written reports in 1 click so you can focus on executing.

  4. Support a culture of learning & executing quickly. Built for collaboration & async workflows with your full team that helps you quickly generate and act on insights.

  5. Intuitive and self-serve: Feels like a doc meets a spreadsheet.




More templates

Master Startup Finances
Master Startup Finances

Get a complete finance toolkit to understand and manage your startup's finances when you connect Puzzle to Daydream.

Sasha Orloff

CEO at Puzzle Financial

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Parker Gilbert

CEO @ Numeric

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

Kevan Lee Marketing OKR Report
Kevan Lee Marketing OKR Report

Show marketing impact with this weekly or monthly OKR report by Kevan Lee, co-founder of Bonfire and 3X VP Marketing.

Kevan Lee

Co-Founder of Bonfire & 3X VP Marketing

Being able to see your sales data over time is essential for decision-making, forecasting, identifying issues, and more. But you can't do it easily in your CRM.

Stephen Daniels

Head of GTM Ops, Cresta

Master Startup Finances

Get a complete finance toolkit to understand and manage your startup's finances when you connect Puzzle to Daydream.

Sasha Orloff

CEO at Puzzle Financial

Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀

Kathleen Estreich & Emily Kramer

Founders @ MKT1

All you need as an early-stage founder or first finance/ops hire to build an efficient, growing b2b company.

Parker Gilbert

CEO @ Numeric

Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.

Andy Mowat

Head of GTM Ops, Carta

Got Questions?

Got Questions?

What is Daydream?

What is Daydream?

How do I use Daydream templates?

How do I use Daydream templates?

What data or tools can I connect to Daydream?

What data or tools can I connect to Daydream?