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Pipeline Hygiene Score

The pipeline hygiene score (opportunities.hygiene_score) measures deal health. Higher score = more problems (dirtier pipeline). Uses 6 weighted variables plus 16 pipeline health rules.

6-Variable Hygiene Model

VariableDefault WeightInputScoring Logic
Stage Velocity20%days_in_stage / stage_median_days≥ 2x median = 100, ≥ 1.5x = 70
Close Date Slips20%push_count3+ pushes = 100, 2 = 60, 1 = 30
Next Step20%has_next_stepMissing = 100, defined = 0
Contact Coverage15%contact_count3+ contacts = 0, 2 = 40, 1 or fewer = 100
Economic Buyer15%has_economic_buyerMissing = 100, identified = 0
Meeting Recency10%meeting_recency_days21+ days = 100, 14+ = 70, 7+ = 30

Pipeline Health Rules (PH-001 to PH-016)

RuleNameWeightDescription
PH-001Economic buyer identified8EB coverage across open deals
PH-002Deal contact coverage7Average contacts per deal
PH-003Forecast category consistency8Category/stage/probability alignment
PH-004Stale deal detection7Deals 30+ days in same stage
PH-005Deal meeting recency6Days since last meeting on primary deal
PH-006Deal amount data quality7Deals with $0 or missing amounts
PH-007Close date integrity6Past-due or >12 months out close dates
PH-008Stage skip compliance5Deals that skipped pipeline stages
PH-009Deal owner assignment6Unowned pipeline orphans
PH-010Pipeline coverage ratio7Total pipeline vs ARR (target: 2-3x)
PH-011Governance compliance6Commit without EB, missing next steps, stale meetings
PH-012Renewal data integrity5Duplicate active renewals, missing dates

Handoff Compliance (PH-013 to PH-016)

These rules enforce Sales-to-CS handoff readiness on late-stage deals (Negotiation, Closed Won, Proposal):
RuleNameWeightDescription
PH-013Handoff stakeholder map7Late-stage deals need ≥ 3 contacts mapped
PH-014Handoff success criteria7Late-stage deals must have defined next steps
PH-015Handoff economic buyer6Late-stage deals must have identified EB
PH-016Handoff composite compliance8Combined: stakeholder map + success criteria + EB (33/33/34 weighted)