Pipeline Health Dashboard
Signal-based health check across ALL active deals — who's heating up, who's going cold, where to focus this week
Here are all my active deals / pipeline companies: [Company 1 — Stage, Deal Size] [Company 2 — Stage, Deal Size] [Company 3 — Stage, Deal Size] [etc.]
From Clearcue, pull ALL signal activity from every person at these companies in the last 14 days. Give me a pipeline health dashboard:
For EACH deal, score signal health as:
🟢 HEATING UP: Multiple signals, new people engaging, increasing frequency, engaging with our content specifically 🟡 STEADY: Some activity, consistent with previous weeks, no red flags 🔴 COOLING DOWN: Declining signals, no activity from primary contacts, or engagement shifting to competitors ⚫ DARK: Zero signals in 14 days — this deal may be dead
For each deal, show:
- Signal health score (🟢🟡🔴⚫)
- Number of people with signals at the company
- Most recent signal (what + when)
- Any competitor engagement detected
- Recommended action (push forward / nurture / rescue / close-lost)
Then give me:
- This week's priorities: Top 3 deals to focus energy on (best signal-to-close potential)
- Rescue list: Deals showing 🔴 that are worth saving — with specific re-engagement hooks
- Pipeline risk: Total pipeline value at risk (sum of 🔴 and ⚫ deals)
Format as a dashboard I can share with my manager or in pipeline review.
Requirements
Brand + competitor signals running; list of active deal companies
Pro tip
Run this every Monday before your pipeline review. The signal health score often contradicts CRM stage — you'll find 'Stage 3' deals that are actually cold (no signals) and 'Stage 1' deals that are heating up fast (multiple people engaging). Trust the signals over the stages.
What happens
Clearcue provides signal data across all your open opportunities simultaneously. Claude creates a pipeline-wide health check that shows which deals are progressing (even without direct communication) and which are dying quietly. This replaces the gut-feeling pipeline review with data-driven prioritization.
Time saved
2-3 hours → 1 prompt
More Deal Intelligence prompts
Start using Clearcue today
Connect your Clearcue signals to Claude via MCP and run these prompts on real data — no setup required.