Portfolio demonstration with synthetic data

Reviewing pipeline health

A fictional sales team has $180,000 in open pipeline against a $120,000 quarterly target. The weekly review checks how much of that pipeline has current evidence behind it.

My role

I updated pipeline reporting to use weighted deal values, contributed to dashboards and board reporting, and investigated how to surface stalled deals. The checks below use example thresholds.

What I would check before the forecast call

Review open deals
Check deal evidence
Calculate coverage
Assign follow-ups

Weekly forecast review

Show only deals that pass the review checks

Synthetic open deals
Deal	Value	Review finding	Next action

A deal passes when it has activity within 14 days, no unresolved close-date slip, and a recorded next step. Passing coverage measures deal hygiene. Forecast probability would require additional evidence.