Weekly Review
Review your pipeline, track progress, and identify action items
Weekly Review Checklist
Based on WORKFLOW.md
1. Pipeline Review
Review the visual pipeline
Discover: 43, Validate: 0, Package: 0, Sell: 0
No items stuck over 2 weeks
2. Stage: DISCOVER
DISCOVERRun /opportunity-hunter or /market-entry
python nocodb-sync.py signals.json
High urgency to validate: 9, Low urgency to archive: 15
3. Stage: VALIDATE
VALIDATE0 signals in validation
No items stuck in validate
Move validated opportunities to Package stage
4. Stage: PACKAGE
PACKAGE0 signals in packaging
Create proposals and pricing for validated opportunities
Update stage to "sell" in NocoDB
5. Stage: SELL
SELLNo active deals to follow up
0 signals in sales stage
Document why deals were lost for future improvement
6. Metrics Update
Review conversion funnel metrics above
Check stage-to-stage conversion rates
Review pipeline value metrics above
Quick Actions
Conversion Funnel
| Transition | Rate | Target | Status |
|---|---|---|---|
| Discover ā Validate | 0% | <40% | ā |
| Validate ā Package | 0% | >30% | ā ļø |
| Package ā Sell | 0% | >50% | ā ļø |
| Sell ā Won | 0% | >20% | ā ļø |
Pipeline Velocity
Pipeline Value
Estimated values (add value_estimate to NocoDB)Value by Stage
Weekly Comparison
| Metric | This Week | Last Week | Change | Target |
|---|---|---|---|---|
| Discovered | 0 | 43 | ā 43(-100%) | 20/wkā ļø |
| Validated | 0 | 0 | ā 0 | 5/wkā ļø |
| Packaged | 0 | 0 | ā 0 | 2/wkā ļø |
| In Sales | 0 | 0 | ā 0 | 3/wkā ļø |
| Won | 0 | 0 | ā 0 | - |
| Archived | 0 | 0 | ā 0 | - |