This is an example review pack with invented names and numbers, shown so you can see the format. Yours is built from your own CRM and email record every month, in the methodology your team uses.

Pipeline review pack · this month

Harper and Vale Ltd · Sales team

3 salespeople · every live opportunity listed · checked against the email evidence and MEDDIC

This month in one paragraph

Closed this year to date: £841,000. Live pipeline: £386,000 across 34 deals, of which £102,800 is at risk: silent customers, close dates rolled forward, or customers waiting on us. 7 deals earn a question this month. Since last month, 5 flagged deals were fixed.

Value at risk £102,800 27 percent of the live pipeline, across 7 deals. Here is why, deal by deal.

The customer has gone silent

£56,200

Calder Fabrication £36,000 (61 days), Osier Group £15,000 (39 days), Duffield Optics £5,200 (35 days). No inbound email, no meeting booked.

The close date is fiction

£29,900

Renshaw Logistics £22,500 and Verity Print £7,400. Both dates passed and were rolled forward without a customer email in between.

The customer is waiting on us

£16,700

Tenby Interiors £9,800 asked for a revised quote 12 days ago. Lockhart Marine £6,900 received the contract 26 days ago and has not been chased.

James Keel

New business

Closed this year £298,000Pipeline £138,500 · 12 dealsReplies within 1.2 days£73,500 at risk

Deal	Value	Stage	Last contact	MEDDIC gaps	Status
Calder Fabrication	£36,000	Contract sent	61 days	Economic buyer never named	Question below
Renshaw Logistics	£22,500	Negotiation	9 days	Decision process unknown	Question below
Osier Group	£15,000	Qualified	39 days	No metrics, no champion	Question below
Harlow Systems	£12,400	Proposal	2 days	Complete	Healthy
Wexford Dairy	£9,600	Negotiation	1 day	Complete	Healthy
Kestrel Signs	£8,200	Qualified	4 days	Champion unconfirmed	Healthy
Nairn Bathrooms	£7,800	Proposal	3 days	Complete	Healthy
Iveson Motors	£6,500	Qualified	6 days	Complete	Healthy
Padley Foods	£5,900	Proposal	2 days	Complete	Healthy
Thistle Print	£5,200	Qualified	5 days	Metrics not captured	Healthy
Marden Tools	£4,900	Qualified	7 days	Complete	Healthy
Ludlow Media	£4,500	Proposal	4 days	Complete	Healthy

The questions this month

Calder Fabrication

The record was updated three days ago, yet the customer has been silent for 61 days. MEDDIC gap: in 14 months of thread, no economic buyer has ever been named.

What has actually been agreed, who signs it off, and who said so?

Renshaw Logistics

The close date passed on 30 June and has been rolled forward twice without a customer email in between. MEDDIC gap: their decision process has never been captured.

What is the real close date, and what are the steps between here and a signature?

Osier Group

No email in either direction for 39 days. MEDDIC gap: no metrics and no champion recorded.

Is this deal alive, and if so, who inside Osier wants it to happen?

Helen Prior

New business

Closed this year £342,000Pipeline £114,200 · 11 dealsReplies within 0.9 days£9,800 at risk

Deal	Value	Stage	Last contact	MEDDIC gaps	Status
Rowan Clinics	£21,000	Negotiation	1 day	Complete	Healthy
Fenwick Motors	£16,500	Proposal	2 days	Complete	Healthy
Datton Foods	£14,000	Contract sent	3 days	Complete	Healthy
Brill and Sons	£11,200	Proposal	1 day	Complete	Healthy
Tenby Interiors	£9,800	Negotiation	12 days	Complete	Question below
Croft Interiors	£9,400	Qualified	4 days	Champion unconfirmed	Healthy
Selsey Marine	£8,700	Proposal	2 days	Complete	Healthy
Aldis Print	£7,300	Qualified	5 days	Complete	Healthy
Purbeck Signs	£6,100	Proposal	3 days	Complete	Healthy
Otley Tools	£5,400	Qualified	6 days	Complete	Healthy
Wisbech Media	£4,800	Qualified	4 days	Complete	Healthy

The questions this month

Tenby Interiors

The customer asked for a revised quote 12 days ago. No reply has been sent.

What is holding the revised quote, and can it go today?

Gareth Bowen

Account management

Closed this year £201,000Pipeline £133,300 · 11 dealsReplies within 2.8 days£19,500 at risk

Deal	Value	Stage	Last contact	MEDDIC gaps	Status
Milton Foundry	£28,000	Negotiation	2 days	Complete	Healthy
Ashby Group	£19,500	Proposal	3 days	Complete	Healthy
Corby Plastics	£17,800	Contract sent	4 days	Decision criteria unknown	Healthy
Hexham Dairy	£13,600	Proposal	1 day	Complete	Healthy
Rushton Signs	£11,900	Qualified	5 days	Complete	Healthy
Oakes Print	£9,200	Proposal	6 days	Complete	Healthy
Verity Print	£7,400	Proposal	17 days	Decision criteria unknown	Question below
Tarn Media	£7,600	Qualified	7 days	Complete	Healthy
Lockhart Marine	£6,900	Contract sent	26 days	Complete	Question below
Bilton Tools	£6,200	Qualified	3 days	Complete	Healthy
Duffield Optics	£5,200	Qualified	35 days	Nothing captured beyond one intro	Question below

The questions this month

Verity Print

The close date passed on 8 August. The last customer email raised a pricing objection that was never answered. MEDDIC gap: their decision criteria were never captured, so we are guessing what the objection is really about.

What is our answer to the pricing objection, and what do they actually decide on?

Lockhart Marine

The contract went out 26 days ago. No chase has been sent since.

When did we last chase, and should the offer be refreshed?

Duffield Optics

Recorded as qualified five weeks ago. The only email thread is one unanswered introduction. MEDDIC gap: nothing captured: no pain, no metrics, no buyer.

What makes this qualified, and what happens next?

Book your free audit

The audit is the first step. The review pack then arrives every month, built from the same evidence, in MEDDIC, SPIN, BANT, Challenger or your own methodology.

None of these numbers are written by AI. Every figure and every question is worked out from the record, the same way every time, and traces back to an email or a CRM field.