Pipeline reviews are essential, but examining every deal in your CRM can be time-consuming. That’s where Modjo Deals steps in.
This guide will show you how to quickly identify high-priority deals to maximize the efficiency of your pipeline reviews.
Consider this as part of your weekly routine before your pipeline review meeting.
With just a few minutes on Modjo Deals, you’ll be ready to coach your team toward success with a well-targeted action plan.
Step 1 : Review your team’s deals
Access your team’s deal dashboard for a quick overview.
Select the analysis period: Choose the desired period (for example, "Closing This Quarter") for relevant focus.
Identify mature deals: Filter by advanced stages such as "Demo Completed" to focus on deals nearing conclusion.
Sort by deal value: Highlight the highest-value opportunities for more strategic prioritization.
Check the "Commitment" tab (if you’re using forecast categories in your CRM): Identify deals that your team is confident will close this quarter.
💡 At the top of each tab, you’ll see the number of deals and the total value, giving you an at-a-glance overview of your pipeline’s health. Use this to ensure your goals are aligned.
Step 2: Quickly assess deal health
Review alerts and potential opportunities to evaluate the health of each deal.
Check recent activity: Are recent activities aligned with the deal stage? If a late-stage deal seems inactive, it may need a boost.
Confirm the next action: Is a follow-up meeting scheduled? Deals without follow-up steps risk stagnating.
Hover on Modjo warnings: Smart alerts on deal cards flag risks or opportunities. Customize these alerts to be even more relevant, more details here.
Review contact insights: The power map visualizes key stakeholders involved in each deal. Are the right people engaged? Are they actively participating in conversations?
💡 Use Ask Anything to ask any specific questions about a deal.
Step 3: Prepare actionable pipeline reviews
You’ve identified your key deals and potential challenges—now it’s time to turn insights into action.
Prioritize deals with red flags: Focus your pipeline review discussions on deals with low activity, missing next steps, or Modjo warnings. Work with your reps to create action plans and get these deals back on track.
Streamline discussions on healthy deals: For deals without any red flags, your pipeline review can be a quick check-in to offer support and celebrate successes.
Disqualify non-strategic deals: If a deal has numerous risks and little strategic value, consider disqualifying it so your team can focus on winnable opportunities.s.
Start prioritizing your pipeline effectively today and optimize your results.