Pipeline Hygiene Auditor

Step 1 — The Fetcher

Code-only

Retrieves all deals from configured Pipedrive pipelines — deal value, stage, close date, owner, activity history, required field completeness, and stage entry timestamps. Pulls rep-level deal counts for per-rep scoring.

Step 2 — The Auditor

Code-only

What does The Auditor actually decide? Evaluates each deal against 7 weighted hygiene violation categories: stale_close_date (20%) — close date in the past, zombie_deal (20%) — no activity beyond threshold, missing_fields (15%) — required fields incomplete, ghost_deal (15%) — no activities ever logged, value_mismatch (10%) — value outside stage benchmark, stage_squatter (10%) — exceeds stage duration benchmark, orphan_activity (10%) — recent activity but no owner assignment.

Step 3 — The Scorer

Tier 2 Classification

This step exists because raw data alone is not enough. Computes weighted hygiene scores per deal and aggregates to per-rep and per-pipeline scores. Assigns pipeline grade: A (≥90), B (80-89), C (70-79), D (60-69), F (<60). Generates remediation priority list ranked by deal value × violation severity.

Step 4 — The Formatter

Tier 3 Creative

Without this step, upstream analysis sits idle. Generates a Notion weekly hygiene report with pipeline grade, per-category violation counts, worst-offending deals, per-rep scorecards, and prioritized remediation list. Posts Slack digest with pipeline grade, top 5 violations, and week-over-week trend.Our external cost analysis used the wrong model's pricing. Now every published cost figure comes from ITP measurements, not calculated estimates.