Documentation Index
Fetch the complete documentation index at: https://hc.pillargtm.com/llms.txt
Use this file to discover all available pages before exploring further.
Pipeline Triage Board
The Pipeline Triage Board provides VP Sales with a kanban-style view of deal health across their team’s pipeline, enabling systematic identification and coaching of at-risk deals before they slip or stall.Role-Based Triage Views
PILLAR’s triage system is role-aware, showing each leader the view most relevant to their responsibilities:| Role | View | Focus |
|---|---|---|
| VP Sales | Pipeline Triage | Pre-sale deal health, qualification, forecast accuracy |
| VP CS | Renewal Triage | Post-sale renewal risk, save plays, churn prevention |
| CRO/CEO | Both (toggle) | Full lifecycle visibility with one-click switch |
| RevOps | Both (toggle) | Operational oversight across pipeline and renewals |
Pipeline Triage Columns
Deals are classified into four health buckets based on risk flag count:| Column | Criteria | Typical Actions |
|---|---|---|
| Critical | Multiple risk flags | Immediate coaching intervention, potential stage regression |
| At Risk | Some risk flags | Coaching review, deal strategy adjustment |
| Watch | Minor flag | Monitor, address specific issue |
| On Track | No risk flags | Standard progression |
Risk Flags
Each deal is evaluated against key health indicators including close date pushes, economic buyer identification, stage duration, forecast confidence, deal hygiene, and competitive activity.Deal Card Detail
Each deal card shows:- Deal name and account with click-through to Account 360
- Amount and stage badge
- Forecast category (Commit, Best Case, Upside, Pipeline)
- Owner name
- Risk flags as colored pills
- Expandable detail: close date, days in stage, confidence, hygiene, push count, economic buyer status
Summary Bar
The top summary bar provides at-a-glance pipeline health:- Total Pipeline — Sum of all open deal amounts
- At-Risk Pipeline — Sum of Critical + At Risk column amounts
- Deal Count — Total open deals
Related
- Signals — Pipeline signals that trigger coaching actions
- Plays — Automated play execution for at-risk deals
- Governance — SLA enforcement and signal resolution tracking
- AI Intelligence — AI coaching reports for per-rep analysis