Pipeline reviews are crucial, but let's be honest, who has time to analyze every single deal in your CRM? This is where Modjo Deals comes in. This guide shows you how to quickly identify high-priority deals so you can make the most of your pipeline reviews.
Think of this as your weekly pre-pipeline review ritual. By investing a few minutes in Modjo Deals, you'll walk into those 1:1s with laser focus, ready to coach your team to success.
First step : Look at your team's deals
Navigate to your team's deal board.
Set your timeframe: Choose the period you want to analyze (e.g., "Closing this quarter").
Focus on mature deals: Filter by deal stage, starting with the later stages like "Demo Done" onwards.
Rank by deal amount: This brings the highest-value opportunities to the top.
Check the "Commit" tab (if forecast categories are used in your CRM): This view highlights deals your team is confident about closing this quarter.
Quick Tip: At the top of each tab, you'll see the deal count and total amount. Use this to get a quick health check of your pipeline and ensure it aligns with your targets.
Step 2: Conduct a Rapid Deal Health Check
Now, let's quickly scan for potential red flags and opportunities:
Look at Deal Activity: Is there recent activity on the deal? Does the intensity of the activity match the deal stage? A quiet deal in the final stages might need a nudge.
Look Next Meeting Booked date: Is a follow-up call scheduled? Is it soon enough to maintain momentum? Deals without scheduled next steps can easily stall.
Hover on Modjo Warnings: Modjo provides intelligent alerts directly on the deal cards. These highlight potential risks or opportunities requiring your attention. These warnings are customizable, more details here.
Hover on Power Map Insights: The Power Map visualizes the key stakeholders involved in each deal. Are the right people engaged? Are they actively participating in conversations?
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Step 3: Prepare for 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.
Deals that are way off track: For non-strategic deals with many warnings, don't spend more time on them, as they are not your top priority this week. You might even want to disqualify them, so your reps can invest their time in winnable deals.
Ready to unlock the power of Modjo Deals? Start prioritizing your pipeline today!