How does the weekly audit work?

Scheduled pull from Pipedrive API. Scans active deals for: no activity in 14 days, missing required fields (close date, deal value, stage), stage-age exceeding median by 3x, rep owning more deals than capacity. Output: a single Monday-morning report.

Sales-ops lead or RevOps analyst. Not the reps directly — the report is a management tool, not a rep-performance weapon.

Does it change deals automatically?

No. The process flags; humans act. A closed-won pushed to close-lost because of staleness is expensive — that's exactly the kind of decision that has to stay with a human.

What about multi-pipeline setups?

Supported. Each pipeline can have its own staleness thresholds and required fields. Usually configured once during setup.

§ Stack · Pipedrive

Pipeline audit inside Pipedrive.

Pipedrive is the CRM of choice for sales-led SMBs with transactional deal motions. The pipeline view is clean, but stale deals accumulate quietly and reps become emotionally attached to opportunities they should have disqualified three months ago. A back-office process runs a weekly audit, identifies stale deals and policy violations, and drops a single Monday-morning report on the sales-ops lead’s desk.

What the audit scans for

Deals with no activity in 14 days (configurable)
Deals missing required fields (close date, deal value, pipeline stage, owner)
Deals whose current stage-age exceeds the median stage-age by 3x or more
Deals assigned to reps who now own more deals than their capacity allows
Deals moved to a closed stage without a required outcome field (closed-won requires amount; closed-lost requires loss reason)
Orphaned deals — owner left, deal not reassigned

Weekly sequence

Monday 6am: the process pulls active deals via Pipedrive API.
Each active deal is scored against the audit criteria.
Flagged deals are grouped into four categories — stale / missing fields / stage-age outlier / ownership issue.
A single report (email + optional Slack channel post) goes to the sales-ops lead.
The sales-ops lead triages: some deals get re-activated, some get moved to closed-lost, some get reassigned.
Decisions made in Pipedrive get picked up on the next weekly run — no double-flagging.

Reports go to management, not reps

This is a deliberate design choice. The audit is a management tool — it tells sales-ops where the pipeline is drifting. It’s not a rep-performance weapon. Flagging a rep’s stale deal directly in a shared channel is how you get reps to mark everything “active” to game the system. The report goes to sales-ops, sales-ops talks to the rep.

Multi-pipeline orgs

Supported. Each pipeline can have its own staleness thresholds (longer for enterprise, shorter for transactional) and its own required fields. Configured once during setup, rarely touched after.

What it does not do

Does not auto-close deals. A closed-won pushed to closed-lost because of staleness is expensive.
Does not change owners silently.
Does not email reps.
Does not score deal-probability — that lives with RevOps and the sales leader.

Pipeline Audit inside Pipedrive