Find gaps in the client handoff

Overview

Pipeline health helps you find the gap between a client conversation and its next action. An open opportunity needs a next step, and a won deal needs a reviewed delivery handoff.

Use the lists to decide what to act on. Pipeline totals describe recorded opportunities; they do not represent customer payments.

Before you start

Review your open and won deals so you can identify missing follow-ups or project links.

1Open Pipeline health

Go to Follow-ups and open Pipeline health.

2Review No next step

Open a deal from No next step and check the current agreement or conversation.

3Create a concrete action

Add the follow-up that moves the deal forward. Give it an owner and a due time.

4Review Awaiting kickoff

Open a won deal that has no linked project, check what was agreed, and review its kickoff. Refresh Pipeline health after changes to check the updated report.