Sales Pipeline Intelligence
Scores open deals by win likelihood and lists which need attention this week.
All industries · Sales & Marketing
Illustrative example build, not a client case study.
Pipeline reviews rely on optimistic forecasts, and stalled deals are noticed too late.
Technology
- Power BI
- Python
- Dynamics 365 / HubSpot / Excel
- Power Automate
- 1
Clean the pipeline
CRM or Excel pipeline data is cleaned and enriched with activity history.
- 2
Score each deal
A model estimates win likelihood from stage, age, activity and deal size.
- 3
Highlight risks
Deals with no recent activity or slipping dates are flagged.
- 4
Weekly action list
Each salesperson receives a short list of deals to act on this week.
Designed to deliver
- More realistic sales forecasts
- Fewer deals lost to neglect
- Sharper weekly pipeline meetings
Related use cases
See all Forecasting & Prediction use cases →Telecom & Technology · Sales & Marketing
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