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Pipeline

How pipeline is created, counted and converted — coverage ratios, funnel stages and the deal-level habits that make the totals trustworthy.

Entries
8
Updated
27 October 2026
Written by
M. Halvorsen, P. Oduya
006
18 October 2026

What your CRM's pipeline coverage number is actually counting

Pipeline coverage is a ratio built on at least four definitional choices: which stages count, which date field sets the window, which deal types are included, and whether the amount field is weighted or raw. Most dashboards make those choices once and never document them.

004
11 October 2026

Salesforce change approval is a review habit admins already have

Review time per change is the input nobody writes down. On constructed figures, reading a diff instead of reconstructing a change in the org returns about 8 approver hours a month. Here is the working, and what breaks it.

002
30 September 2026

What an AI agent pipeline tile is actually counting

A dashboard tile crediting an AI agent pipeline with meetings booked is reporting a CRM stage transition, not an attended meeting. The gap between the two is a definitional choice, not a rounding error.