Weekly sales pipeline snapshot
Every Monday, a Salesforce pipeline summary by stage with weekly movement and at-risk deals, logged to a Google Sheet.
Every Monday at 9am, give me a snapshot of our sales pipeline and log it for trend tracking. 1. Pull the open pipeline from Salesforce: run a SOQL query for all open Opportunities (StageName not in Closed Won / Closed Lost) and return StageName, Amount, CloseDate, Owner, and LastModifiedDate. Roll it up into: - "Pipeline by stage" — each stage with deal count and total $ (one line per stage), plus a grand total of open count and open $. - "Movement since last week" — read the most recent row from the Google Sheet (the last week we logged) and compare: total pipeline $ up/down, and which stages grew or shrank. Show old → new with the delta. - "Deals at risk" — open deals over $25k that haven't been modified in 14+ days, OR whose CloseDate is in the past (slipped). List up to 5: deal name, $, stage, owner, why it's flagged. If none, say "No at-risk deals." 2. Then append one row to the Google Sheet for trend tracking, in this column order: date (this Monday, YYYY-MM-DD), total open pipeline $, open deal count, weighted/best-stage $ if available, count of at-risk deals. Use the Google Sheets append tool so it adds to the end — don't overwrite existing rows. Keep the email skimmable: the three sections above as short bulleted blocks, numbers rounded to the nearest $1k, biggest stage first. Lead with the one sentence that matters most (e.g. "Pipeline up $180k WoW, two deals slipping"). If Salesforce returns nothing or the Sheet can't be read, say so plainly instead of guessing — and still append what you have.
Sales pipeline — week of 29 Jun 2026 Pipeline up $180k WoW to $2.41M; 2 deals slipping in Negotiation. Pipeline by stage • Proposal — 11 deals · $940k • Negotiation — 6 deals · $720k • Discovery — 18 deals · $510k • Qualification — 9 deals · $240k Total: 44 open · $2.41M Movement since last week • Total pipeline: $2.23M → $2.41M (↑ $180k) • Proposal: $810k → $940k (↑ $130k, 2 new deals) • Negotiation: $760k → $720k (↓ $40k, 1 deal slipped) Deals at risk (2) • Northwind Renewal — $95k · Negotiation · A. Rivera — CloseDate 24 Jun is past, not touched in 19 days • Globex Expansion — $60k · Proposal · S. Cho — no activity in 16 days Logged to "Pipeline Tracker" → row 27.
How it works
- Attach your Salesforce and Google Sheets connections — the routine reads your open pipeline via SOQL and reads/writes only the sheet you point it at, using the access you granted.
- It reads last week's logged row from your sheet to compute week-over-week movement, then appends a fresh row so your trend history grows one line at a time (it never overwrites past weeks).
- Keep "Email me the result" on to get the by-stage snapshot, the movement, and the at-risk list in your inbox before your Monday pipeline call.
Make it yours
- Tune the at-risk rules — change the $25k threshold, the 14-day staleness window, or filter to one owner, team, or region.
- Point it at your own tracker sheet and adjust the logged columns (add weighted pipeline, win rate, or new-deal count) to chart whatever your team reviews.
- Run it daily during a crunch quarter, or have it append to a per-rep tab so each owner gets their own trend line.
Your connections stay yours: tokens are encrypted at rest, and the agent only uses the Salesforce read and Sheets access you grant — it logs the row, and touches nothing else.
Run “Weekly sales pipeline snapshot” on autopilot
Copy it to your account, tweak the details, and it runs mondays at 9:00 am.
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