Sales Manager how-to
How to Run a Weekly Pipeline Review
Pipeline reviews keep forecasts honest.
Quick answer
Pipeline reviews keep forecasts honest. In short: review; check; challenge, then complete the remaining steps below.
Step by step
Review deals by stage.
Check next steps and dates.
Challenge stalled deals.
Identify help reps need.
Update the forecast.
Assign follow-ups.
Safety reminders for sales managers
- Follow ethical sales practices
- Protect customer and employee data
- Manage team stress and burnout
- Travel safely
Key terms
Quota · Forecast · Pipeline coverage · Win rate · Sales cycle · Ramp time: see the full sales manager glossary.