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Updated October 8, 2026
What is a pipeline report?
A pipeline report shows the open deals in your sales pipeline by stage, with each deal's value, owner and expected close date. A weekly pipeline report adds what changed since last week: deals that moved, deals won or lost, and deals at risk of slipping. Sales teams use it to see whether there is enough pipeline to reach the number, and which deals need help this week.
Your CRM draws the first kind as a chart. The second is usually written by hand on Friday: a manager or a RevOps lead pulls the week's changes, picks the deals that matter and writes a few lines in Slack. That writing is the part the agent takes over.
- Snapshot: every open deal by stage, value and owner, as of today.
- Movement: what changed this week: new deals, stage changes, wins, losses and close dates moved out.
- Risk: open deals likely to slip, such as those closing soon with no recent change.
In Cleanlist AI the agent writes the weekly version every Friday from your Salesforce or HubSpot pipeline: the deals that changed, the deals that closed and the deals at risk, each named with its amount and, on Salesforce, its owner and stage.
What a weekly pipeline report should hold
A useful weekly pipeline report answers four questions in a minute of reading: what is new, what closed, what moved and what is about to slip. Each line names the deal, its owner, its stage and its amount, so a manager can act on it without opening the CRM and a rep can find their own deals at a glance.
| Section | What it answers | An example line |
|---|---|---|
| New pipeline | How much was created this week, and from where | 3 new deals, $86,000, two of them from inbound |
| Won | What closed, for how much and by whom | Payments startup, 60 employees, $18,000, SMB AE |
| Lost | What was lost, with the reason while it is fresh | Healthcare staffing group, $28,000, chose to build in house |
| Moved | Which deals advanced or fell back a stage | Logistics software, 600 employees, now in Negotiation, $52,000 |
| Pushed | Which close dates moved out, and how far | Software reseller, $33,000, close date moved from October to November |
| At risk | Which open deals close soon with no recent progress | 4 deals, $143,000, closing within 14 days, no change this week |
The agent's report uses three sections by default: Moved (every deal that changed this week, new deals included), Closed (won and lost, with amounts) and At risk (open deals closing within 14 days that did not change this week). It reads each deal as it stands on Friday, so keep your CRM's own reports for the history behind a number, such as how often close dates were pushed.
The play: Friday at 4 PM, the deals that changed, one summary in Slack
The agent is three steps. A schedule starts it every Friday at 4:00 PM. One read-only Clu turn reads your pipeline in Salesforce or HubSpot and writes the report from the agent's Instructions. A Notify step posts it to a Slack channel, or emails it. There are no records to work through, so nothing is enriched and nothing is written back.
| Step | In the app | What it does |
|---|---|---|
| Trigger | A schedule: Repeats weekly, Day Friday, Time 4:00 PM | Starts the run within 30 minutes of that time, once a week |
| Brief | One Clu turn with the CRM read tool | Reads the deals that changed this week, closed this week or are at risk, then writes three sections |
| Notify | Send to Slack or Email, Send: Summary | Posts the brief as one message in the channel you pick |
The brief reads Salesforce opportunities or HubSpot deals, filtered by owner, stage, status (open or closed), close date, amount and the date a deal last changed. Each read returns up to 20 records and it pages through more, then says what it covered, so on a pipeline with hundreds of open deals keep it to the week's changes or one team.
The brief only reads. It cannot update a record, send an email or enroll anyone. When it thinks a change is needed, such as a close date that has already passed, it says so in the report as a suggestion for the owner.
Can you provide an example of a weekly sales report?
Here is a weekly pipeline report as the agent posts it on a Friday for a team with three account executives. On this page the deals are described by company type and size; in your report each line carries the deal name from your CRM, its owner, its stage and its amount. On HubSpot, owners and stages can show as internal ids, so you may want each line to carry the deal name and amount only.
Moved: 9 deals changed this week
- Logistics software, 600 employees: Negotiation, $52,000, closes Oct 30. Enterprise AE.
- Fintech, 120 employees: Proposal, $24,000, closes Nov 13. Mid-market AE.
- Marketing agency, 45 employees: Discovery, $9,600, closes Dec 18. SMB AE.
- 6 more, $41,000 in all, each with its owner, stage and amount.
Closed: 2 won, 1 lost
- Won: payments startup, 60 employees, $18,000. SMB AE.
- Won: construction software, 300 employees, $46,000. Mid-market AE.
- Lost: healthcare staffing group, 900 employees, $28,000. Enterprise AE.
At risk: 4 open deals, $143,000
Closing within 14 days, with no change this week:
- Insurer, 1,200 employees: Proposal, $61,000, closes Oct 16. Enterprise AE.
- Freight broker, 400 employees: Negotiation, $38,000, closes Oct 20. Mid-market AE.
- Dental group, 80 employees: Proposal, $26,000, closes Oct 21. SMB AE.
- Legal software, 150 employees: Discovery, $18,000, closes Oct 22. Mid-market AE.
An empty section still gets one line that says it is empty.
The sales pipeline report template
Copy this template into a Slack post, an email or a doc, and fill it in on Friday. Keep the order: the headline numbers first, then what closed, what moved and what needs help. Most readers stop after a few lines, so the top lines carry the most. Brackets mark what to fill in.
- Pipeline this week ([Monday] to [Friday]): [N] deals changed, [N] closed, [N] at risk.
- Won ([N], $[total]): [deal], [owner], $[amount]. One line each.
- Lost ([N], $[total]): [deal], [owner], $[amount], [reason, if known].
- Moved ([N]): [deal], [owner], now in [stage], $[amount], closes [date].
- At risk ([N], $[total]): [deal], [owner], [stage], $[amount], closes [date], no change since [date].
- Asks: the one or two things the team needs from leadership this week.
The same template, as Instructions for the agent
Paste this into the agent's Instructions and Clu writes the report in that shape every Friday: "Weekly pipeline brief. Read the deals changed since Monday, the deals closed this week (won and lost, with amounts) and the open deals at risk: closing within 14 days and not changed this week. Three sections: Moved, Closed, At risk. Name each deal with its owner, stage and amount. Say plainly when a section is empty."
Leave the Asks line to the manager: the agent reports what is in the CRM.
Pipeline reports inside Salesforce and HubSpot
Both CRMs build pipeline reports and deliver them on a schedule. Salesforce emails report subscriptions and can post report snapshots to Slack; HubSpot emails reports daily, weekly or monthly and shares dashboard reports to Slack. What arrives is a chart or a table of numbers. Reading it, picking out the deals that matter and writing that down stays with a person.
| What you want | Salesforce | HubSpot |
|---|---|---|
| Pipeline by stage | The Opportunity Pipeline report (opportunities by stage) and dashboards built on it | Deal funnel and pipeline reports in the sales analytics suite, on Sales Hub Starter, Professional and Enterprise |
| What changed | Pipeline Inspection (pipeline metrics, opportunities and week-to-week changes in one view), Opportunity History and the Opportunity Pipeline Trend report | Deal change history (stage, amount and close date changes) and the deal pipeline waterfall (created, pushed, pulled, decreased, increased, lost, won) |
| On a schedule | Report subscriptions by email, on a schedule you set, with up to 5 conditions | Recurring report emails, daily, weekly or monthly, to HubSpot users |
| In Slack | CRM Analytics for Slack posts snapshots of up to 7 reports or dashboards on a schedule | The HubSpot app for Slack shares dashboard reports to public channels |
Use them for the numbers and their history: conversion by stage, how often close dates moved, revenue between two dates. The agent does the part usually done by hand: reading the week's changes and writing them up, deal by deal, where the team reads.
How to integrate Slack with Salesforce?
Salesforce connects to Slack through its own Slack apps. For sales teams that is Sales Cloud for Slack: enable Slack apps in Salesforce Setup, turn on Sales Cloud for Slack, then install the app in your Slack workspace from the Slack Marketplace. Reps can then view records, check pipelines and get reminders in Slack. Salesforce now points new setups to Agentforce Sales in Slack.
- Enable Slack apps in Salesforce, then turn on Sales Cloud for Slack.
- Install the app in your Slack workspace from the Slack Marketplace.
- Choose how much record detail notifications show, on the Enable Slack for Salesforce page in Setup.
- Add feed channels such as Deals to Watch and Deals Won, so the team sees the deals it follows and the deals it closes.
- For reports in Slack, add CRM Analytics for Slack and subscribe to up to 7 reports or dashboards, posted as snapshots on a schedule you set.
Reps then get reminders when an opportunity has not been updated in a while or a close date is near. If what you want is one written summary in a channel every Friday, or your CRM is HubSpot, the agent is simpler: it reads the CRM through your Cleanlist connection and posts through Cleanlist's Slack app, with no Salesforce for Slack setup.
What is the difference between forecasting and pipeline?
The pipeline is every open deal and where it stands: stage, amount, owner and close date. The forecast is the amount the team expects to close in a set period, such as this quarter, built from the pipeline with judgment about which deals will really land. Reps keep the pipeline current; sales leaders commit to the forecast.
| Question | Pipeline | Forecast |
|---|---|---|
| What is it? | Every open deal, with its stage, amount, owner and close date | The revenue you expect to close in a period |
| Time frame | Everything open, whatever the close date | This month or this quarter |
| Who owns it | Each rep keeps their own deals current | Sales leaders commit to a number, often split into commit and best case |
| When it changes | Every time a deal is created, moves or closes | At set points, usually weekly |
Pipeline coverage connects the two: the open pipeline due to close in the period divided by the quota still to close. The ratio a team needs depends on its win rate: at a 25% win rate, $400,000 of pipeline covers about $100,000 of quota.
The weekly agent reports how the pipeline moved. It does not produce a forecast: a forecast needs the whole pipeline and your team's judgment, and the agent reads a bounded set of deals on each run.
What it costs, and which plan runs it
The weekly report reads your CRM and posts to Slack or email. Neither step uses data credits: there is no enrichment in the play, no charge per deal and no contact data to buy. What it needs is a plan that runs agents and connects your CRM.
Running the agent needs Pro (from $89 a seat a month, $67 billed annually), which includes 5 active agents across the workspace, or Enterprise for unlimited agents. The 14-day Pro trial lets you build the agent and review it; testing it, running it and turning it on need a paid plan.
Salesforce and HubSpot connect on Pro and Enterprise. If Slack is not connected, the report goes to the agent's owner by email.
