Pipeline Coverage & Gap-to-Goal Analyzer

The problem this kills

Every quarter the same scramble: a sales leader asks "are we going to make the number?" and the answer is a hand-built spreadsheet someone reverse-engineers the night before the QBR. Open deals get double-counted, close dates drift outside the period, and nobody agrees on what win rate to apply to a "stage 3" deal. By the time the picture is clear, it's too late to act - you can't build pipeline in the last two weeks of a quarter.

The real problem isn't the math. It's that the assumptions driving the math - which targets, which win rates - live in someone's head and change without a trace. Two people run "the same" report and get different gaps to goal.

What you'll build

An internal web app, locked to your team, that:

• Imports open deals (amount, stage, close date, owner), quota/targets per rep and team, and stage-based win-rate assumptions.
• Computes raw coverage (pipeline / quota) and weighted coverage (win-rate-adjusted pipeline / quota) - kept clearly separate so you never confuse the two.
• Shows gap to goal per rep, team, and region, and flags anyone below your healthy-coverage threshold (e.g. under 3x).
• Date-scopes everything to the period correctly, so deals closing next quarter don't inflate this quarter's read.
• Puts the assumptions (target set + win-rate table) behind an ops approval gate before any analysis is published, and versions each published analysis so you always know which numbers it was run on.
• Exports a clean CSV in the exact columns your existing system expects.

What's inside the Implementation Plan

A step-by-step runbook you paste into an AI coding agent (Claude Code) - it writes the code, you steer in plain English.

• It opens by interviewing you about your business. Before a single line of code, the plan has the agent ask how your pipeline actually works - your stage names, how you store amounts, whether quotas are monthly or quarterly, how you define "region," and your messy exceptions. The tool is then tailored to your sales motion, not a generic template.
• A data model shaped to your real deal, quota, and win-rate fields.
• The coverage math (raw vs weighted), gap-to-goal rollups, and the below-threshold flagging.
• The full ops approval workflow for assumptions, with version stamps on every published analysis.
• The dashboard, the CSV export, and a no-API fallback so you can build it today from a Google Sheet.

The governance it includes (this is the point)

This isn't a throwaway script - it's a tool leadership can trust:

• Login so only your team can open it.
• Row-level security so each org only ever sees its own data.
• A full audit trail - who imported what, who changed a win rate, who approved, and when.
• A human-in-the-loop approval gate - the tool drafts the coverage analysis, ops reviews and approves the target set and win-rate assumptions, and only then is the analysis published.
• Duplicate guards - a deal can't be counted twice within a period, and each published analysis carries its assumption-set version.

Who it's for

Sales leaders and revenue operations who want an early, defensible read on whether the quarter is makeable - and want the assumptions behind that read locked down and logged, not improvised the night before the board meeting.

You've got this - paste the first prompt and let the agent interview you.