> ## Documentation Index
> Fetch the complete documentation index at: https://hopsdocs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipeline review

> Prep the weekly pipeline review from Salesforce.

Pipeline reviews start with someone exporting reports. Hops reads Salesforce and prepares the review: coverage, movement and the deals worth discussing.

<Info>
  **How it runs:** Scheduled. An automation runs every Tuesday at 8am before the review, posts the prep and saves a dated Doc. You can also ask Hops any time.
</Info>

## What it does

* **Shows coverage against quota.** Pipeline coverage for the quarter, by team if you want.
* **Tracks stage movement.** What moved forward, what slipped and what is new since last week.
* **Finds quiet deals.** Open deals with no activity in 14 days are listed.
* **Picks deals to discuss.** Each deal comes with one reason it needs the room's time.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/E03FYifT87c9QmFJ/images/use-cases/revops-pipeline-review.gif?s=4ab1f7c5a81b14eeb82f47006dc56778" alt="Salesforce connection, Hops read 214 opportunities and prepared the pipeline review" width="1440" height="810" data-path="images/use-cases/revops-pipeline-review.gif" />
</Frame>

## Ask Hops

Copy a prompt into any chat with Hops, or mention `@Hops` in a Space.

```text theme={null}
Prep this week's pipeline review.
```

```text theme={null}
What is our Q4 pipeline coverage by team?
```

```text theme={null}
Which deals slipped to next quarter since last Tuesday?
```

```text theme={null}
List deals over $100K with no activity in 14 days.
```

Example reply:

> Pipeline review ready:
>
> * Coverage is 3.1x for Q4.
> * $640K moved forward and $220K slipped to Q1.
> * 8 deals to discuss, each with a reason.

## What you get

* **A Slack or Space post** every Tuesday before the review.
* **A saved Doc** in **Docs** with the full prep, dated for the week.
* **On-demand prep** for any team or quarter.

## Connections needed

Connect these apps. Each card opens Connections in the app.

<CardGroup cols={3}>
  <Card title="Salesforce" icon="salesforce" href="https://app.hops.ai/my-hops/connections">
    Opportunities, owners and close dates (or HubSpot).
  </Card>

  <Card title="Slack" icon="slack" href="https://app.hops.ai/my-hops/connections">
    Where Hops posts the results and nudges owners.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect the apps above in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Pin context">
    Create a **revops** Space and pin your stage definitions in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Create a skill with this prompt so the output has the same format every time.

    ```text theme={null}
    You prep the pipeline review. Show coverage vs quota, stage movement since last week, slipped deals and deals with no activity in 14 days. List deals to discuss with one reason each.
    ```

    See [Build a skill](/docs/agents/build-a-skill).
  </Step>

  <Step title="Schedule it">
    Run every Tuesday at 8am. Hops posts the prep to the Space and saves a dated Doc.

    See [Automation](/docs/spaces/automation).
  </Step>
</Steps>


## Related topics

- [RevOps](/teams/revops.md)
- [Explore use cases](/use-cases/overview.md)
- [Core concepts](/getting-started/core-concepts.md)
- [Hops overview](/agents/overview.md)
- [Candidate pipeline](/teams/hr-people-ops/use-cases/candidate-pipeline.md)


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