> ## 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

> Kanban-style pipeline deal health management for VP Sales

# 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](/data/signals) -- Pipeline signals that trigger coaching actions
* [Plays](/data/plays) -- Automated play execution for at-risk deals
* [Governance](/data/governance) -- SLA enforcement and signal resolution tracking
* [AI Intelligence](/data/ai-intelligence) -- AI coaching reports for per-rep analysis