https://www.summit53.com/assets/pipeline-flow-explorer-guide-Ck3jmtqR.js

1import{j as e,L as s}from"./index-BIOCTUon.js";const i={title:"Pipeline Explorer: The Flow Schematic",author:"Summit53 Team",lastUpdated:"September 11, 2026",readingTime:"8 min read",category:"Revenue Intelligence",content:()=>e.jsxs("div",{className:"prose prose-lg dark:prose-invert max-w-none",children:[e.jsx("h2",{id:"overview",children:"Overview"}),e.jsxs("p",{children:["Pipeline Explorer is the ",e.jsx("strong",{children:"Flow"})," item in the sidebar, under the Pipeline heading. It answers one question: ",e.jsx("em",{children:"where is the book actually sitting, and what is holding it there?"})," Rather than a table of deals, it draws the pipeline as a schematic — fixed lanes with a live current running between them — so concentration, stalling and risk are visible as shapes before you read a single number."]}),e.jsxs("p",{children:["The page sits at ",e.jsx("code",{children:"/crm/pipeline-explorer"})," and carries the eyebrow",e.jsx("strong",{children:" REVENUE ENGINE · FLOW"})," with the selected period. Its sibling page,",e.jsx(s,{to:"/docs/pipeline-velocity-guide",children:" Pipeline Velocity"}),", is one click away via the",e.jsx("strong",{children:" Velocity"})," button at the top-left of the masthead."]}),e.jsx("h2",{id:"masthead",children:"The masthead"}),e.jsxs("p",{children:["The headline reads ",e.jsx("strong",{children:"Pipeline Explorer"}),", followed by a posture line generated from the data currently in view — a plain-language read on the shape of the book — and a smaller meta line showing the deal count in view and when the data was last updated."]}),e.jsx("p",{children:"Four controls sit on the right:"}),e.jsxs("ul",{children:[e.jsxs("li",{children:[e.jsx("strong",{children:"Period selector"})," — sets the reporting window for the whole page."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"Show Filters"})," / ",e.jsx("strong",{children:"Hide Filters"})," — reveals the dataset filter panel."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"Refresh Data"})," — re-pulls the dataset; the icon spins while it works."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"Pipeline Playbook"})," — opens the pipeline playbook alongside the schematic."]})]}),e.jsx("h2",{id:"health-strip",children:"The health strip and its drill-downs"}),e.jsxs("p",{children:["Directly beneath the masthead runs a strip of instrument tiles reading the health of the pipeline in view: ",e.jsx("strong",{children:"Coverage"}),", ",e.jsx("strong",{children:"Forecast"}),", ",e.jsx("strong",{children:"At Risk"}),", ",e.jsx("strong",{children:"Quota Attainment"})," and ",e.jsx("strong",{children:"Win Rate"}),"."]}),e.jsx("p",{children:"Four of these tiles are also buttons. Click one and a drill-down panel opens inline beneath the strip; each has a close button in its top-right corner."}),e.jsxs("ul",{children:[e.jsxs("li",{children:[e.jsx("strong",{children:"Coverage"})," opens the pipeline health breakdown."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"Forecast"})," opens the forecast confidence overlay."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"At Risk"})," opens risk analysis, where selecting a deal opens its detail modal."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"Quota Attainment"})," opens velocity analytics."]})]}),e.jsx("p",{children:"Clicking the same tile again closes its panel, so you can toggle between views without losing your place."}),e.jsx("h2",{id:"filters",children:"Dataset filters"}),e.jsxs("p",{children:["Press ",e.jsx("strong",{children:"Show Filters"})," and a ",e.jsx("strong",{children:"DATASET FILTERS"})," panel appears. These filters change the dataset the whole page is built from — reps, close-date range, minimum and maximum amount, forecast categories and stages. They apply to the health strip, the drill-downs and the schematic together."]}),e.jsx("h2",{id:"schematic",children:"The schematic"}),e.jsxs("p",{children:["The main canvas is labelled ",e.jsx("strong",{children:"THE SCHEMATIC"})," with the headline ",e.jsx("em",{children:"How the book flows through the lanes"}),", and the reminder ",e.jsx("em",{children:"fixed lanes · live current · click to isolate"}),". Deals are drawn as instrument nodes arranged into lanes, with animated edges showing the current running between them. The animation respects the operating system’s reduced-motion setting."]}

1),e.jsx("p",{children:"Click any node to isolate it — the selection summary rail updates to describe what you have picked, and selecting a deal opens its details modal."}),e.jsx("h3",{id:"lane-preset",children:"Lane preset"}),e.jsxs("p",{children:["The ",e.jsx("strong",{children:"LANE PRESET"})," dropdown decides what the lanes represent. The options are",e.jsx("strong",{children:" Rep"}),", ",e.jsx("strong",{children:"Stage"}),", ",e.jsx("strong",{children:"Forecast"}),",",e.jsx("strong",{children:" Health"})," and ",e.jsx("strong",{children:"Urgency"}),". Switching preset re-lays the same deals against a different axis, which is the fastest way to test a hypothesis: if the book looks balanced by Stage but lumpy by Rep, you have a coverage problem, not a stage problem."]}),e.jsx("h3",{id:"weight-by",children:"Weight by"}),e.jsxs("p",{children:[e.jsx("strong",{children:"WEIGHT BY"})," controls what edge thickness represents:",e.jsx("strong",{children:" Pipeline Value"})," or ",e.jsx("strong",{children:"Deal Count"}),". Value weighting shows where the money is; count weighting shows where the work is. They often disagree, and the disagreement is usually the insight."]}),e.jsx("h3",{id:"overlay",children:"Overlay"}),e.jsxs("p",{children:[e.jsx("strong",{children:"OVERLAY"})," paints risk triggers onto the schematic. The options are",e.jsx("strong",{children:" All Triggers"}),", ",e.jsx("strong",{children:"Deal Momentum"}),", ",e.jsx("strong",{children:"Contact Inactivity"})," and ",e.jsx("strong",{children:"Framework Gap"}),". Choose one to see whether a cluster of at-risk deals shares a single cause."]}),e.jsx("h3",{id:"explorer-filters",children:"Explorer filters"}),e.jsxs("p",{children:["Separate from the dataset filters, an ",e.jsx("strong",{children:"EXPLORER FILTERS"})," section lets you toggle chips within the schematic itself, grouped by reps, stages, forecast categories, health bands and trigger urgencies. Click a chip to include or exclude that group from the drawing without re-querying the dataset."]}),e.jsx("h2",{id:"quick-start",children:"Quick start"}),e.jsxs("ol",{children:[e.jsxs("li",{children:["Open ",e.jsx("strong",{children:"Flow"})," from the sidebar and confirm the period selector matches the quarter you are reviewing."]}),e.jsxs("li",{children:["Read the posture line, then the ",e.jsx("strong",{children:"Coverage"})," and ",e.jsx("strong",{children:"At Risk"})," tiles."]}),e.jsxs("li",{children:["Set ",e.jsx("strong",{children:"LANE PRESET"})," to ",e.jsx("strong",{children:"Stage"})," and ",e.jsx("strong",{children:"WEIGHT BY"})," to ",e.jsx("strong",{children:"Pipeline Value"})," to see where the money is concentrated."]}),e.jsxs("li",{children:["Switch ",e.jsx("strong",{children:"LANE PRESET"})," to ",e.jsx("strong",{children:"Rep"}

1)," to see whether that concentration sits with one seller."]}),e.jsxs("li",{children:["Apply an ",e.jsx("strong",{children:"OVERLAY"})," — start with ",e.jsx("strong",{children:"All Triggers"}),", then narrow to the dominant trigger type."]}),e.jsx("li",{children:"Click a node to isolate it, then open the deal to act."}),e.jsxs("li",{children:["If a whole lane looks wrong, open ",e.jsx("strong",{children:"Pipeline Playbook"})," for the guided response."]})]}),e.jsx("h2",{id:"troubleshooting",children:"Troubleshooting"}),e.jsxs("ul",{children:[e.jsxs("li",{children:[e.jsx("strong",{children:"The schematic is empty."})," Check the dataset filters first — a close-date range or amount threshold left over from an earlier session is the usual cause. Then widen the period."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"A red banner reports that triggers failed to load."})," The schematic still draws from the deal dataset; only the overlay is affected. Press ",e.jsx("strong",{children:"Refresh Data"})," once the issue clears, and dismiss the alert with its close button."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"A drill-down will not open."})," The drill-down panels need forecast confidence data for the current selection. If it has not loaded yet, wait for the refresh to settle and try again."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"The current is not animating."})," If your system is set to reduce motion, the schematic deliberately renders statically."]}),e.jsxs("li",{children:[e.jsx("strong",{children:"The numbers differ from Velocity."})," The two pages answer different questions: Flow reads where deals sit, Velocity reads how long they have sat there. See the ",e.jsx(s,{to:"/docs/pipeline-velocity-guide",children:"Pipeline Velocity"})," guide."]})]})]})};export{i as default};