Operations Engine · plain-English guide
How to read Pipeline Auditor
Pipeline Auditor pipeline integrity auditor. This guide explains what it produces, what each part means, and how it stays honest — so you can act on the output with confidence.
Takes
Pipeline data + audit depth
Gives
Integrity report + forecast risk
The data it uses: Pipeline data: deals with stage, value, last activity, and activity type.
Watch how it works
How to read the output
Mismatches
Deals whose stage is not backed by engagement evidence — a "Negotiation" with no meeting, a "Proposal" with no buyer response — ranked by severity.
Aged deals
Deals stuck in a stage far longer than that stage should take.
Forecast risk
What the pipeline actually supports once the unearned stages are removed.
The terms it uses
- Stage vs evidence
- Hygiene checks whether the fields are filled; the Auditor checks whether the stage is earned by real buyer engagement.
- Evidence gate
- Flags every stage that is not backed by engagement. A complete-looking deal is not a clean one.
- Aged deal
- A deal that has not moved in far longer than its stage should take — usually a soft no.
How it stays honest
Every agent separates what it measured from your data from what it inferred. You always know which is which.
Measured
- ✓Deal rows + stages + activity (as provided)
- ✓Mismatch + age counts (computed)
Inferred
- ~Stage/evidence judgment
- ~Severity
- ~Forecast risk
Questions people ask
How is this different from Hygiene?+
Hygiene finds broken fields (missing amount, impossible stage). This finds stages that are unearned — the deal looks fine but the buyer was never really engaged.
Now read the real thing.
Run Pipeline Auditor on your own data and compare the output to this guide. If it matches, you can trust it.