Forgotten Pipeline Finder
Paste a CRM export and find the deals that have gone quiet but are still worth a conversation. Ranked, with a suggested action for each.
Excel templateExcel (.xlsx)30 minutesFounders and teams
What is inside
- A paste-in Deals sheet that works with messy CRM exports and blank cells.
- Real buyer contact versus CRM activity, so automated noise does not hide a dead deal.
- Dormant, likely dead or active status for every deal, using your own thresholds.
- A recovery score that weighs stage, value and recency.
- A ranked shortlist of ten with a suggested action: re-engage now, investigate, or close out.
- A summary of how much value is sitting in dormant deals.
Who it is for
Sales managers and founders with a CRM full of old deals and a suspicion that some are worth another look.
How to use it
- Open it and fill in the yellow cells with real, current examples.
- Read what it flags, and pick the one or two things that matter most.
- Share it with the people who need to act, and revisit in a month.
Why we made it
Because revenue often sits in deals everyone has stopped looking at.
What it will not do
It points to deals worth a second look. It cannot tell you why a deal went quiet, or how to restart the conversation. That takes judgement and a real call.
Keep going
Use it with.
- Excel templateFree
Weekly Pipeline Review Template
A deal sheet that flags stale, slipping and unsupported deals automatically, with a 30-minute agenda, 12 questions and rules for an honest forecast.
Sales teams · 30 minute weeklySee what is inside → - Excel templateFree
Lost Deal Autopsy
A log and pattern summary for lost deals, a buyer-confirmed reason beside the salesperson's view, and an interview guide for the call that tells you the truth.
Founders and teams · OngoingSee what is inside →