How to run pipeline review meetings in HelloGrowthCRM
Run weekly pipeline reviews using HelloGrowthCRM's review mode. Forecast accuracy, deal-by-deal scrutiny, and AI-flagged risk all in one view.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Sales Pipeline section to browse more guides, compare related tasks, and choose a better starting point.
View all Sales Pipeline guidesA great pipeline review takes 30 minutes and surfaces 3-5 deals at risk. HelloGrowthCRM's dedicated review mode filters to what matters and uses AI to flag risk.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Manager or Owner role
- •Reps to set forecast tags before meeting
- •Weekly recurring meeting
- •About 30 minutes per meeting
- 1
Schedule the meeting
Weekly recurring 30-min, same day/time (Mondays 10 AM typical).
- 2
Reps prep their deals
30 min before, reps go to Pipeline → My Deals, set tags, update next steps.
- 3
Open Reports → Pipeline Review
Manager opens dedicated review view. Default: Commit, then Best Case, then largest by amount.
- 4
Review forecast vs target hero
Weighted, commit, best-case vs target. Color-coded.
- 5
Walk through AI-flagged risk first
5 deals AI flagged as at-risk this week. Reasons shown.
- 6
Review commit deals one by one
Click into each. Discuss next step, decision maker, blockers. Update Next Step live.
- 7
Review best-case as a group
Spot-check 2-3. Best case identifies upside without diving in.
- 8
Surface deals needing help
Reps tag Help needed earlier in week. Allocate 2-3 min each.
- 9
Update commit count
Snapshots at meeting time captured for end-of-quarter accuracy review.
- 10
Send post-meeting summary
Click Email summary. Goes to all attendees with action items.
Frequently asked questions
How long should a pipeline review be?▾
30-45 min for 5-10 reps. With prep + AI risk panel, 30 enough.
Should reps attend each others' reviews?▾
Optional. Round-robin format = high learning, slower. Split = faster.
What if a rep doesn't prep?▾
Skip their deals; come back at end. Public consequences self-correct.
Can I record the review?▾
Yes via Google Meet or Zoom integration; recording attaches to meeting record.
Can reps see AI risk flags on their deals?▾
Yes. Lets them prep responses before the meeting.
How do snapshots help post-quarter?▾
Forecast vs Actual report shows snapshot trajectory vs final close. Reveals when quarter started slipping.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Sales Pipeline or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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