Sample data. This is the unedited report Pipeline Cleanup produced on its bundled sample files, which describe a fictional business, run the same way a subscriber's upload is run (as of 2026-10-14). No AI model and no person touched it. Your own results depend on the exports you upload.
The full download also contains: deal_issues.csv, duplicate_contacts.csv, owner_summary.csv, report.html.
Pipeline Cleanup report
As of 2026-10-14. A deal is stale after 30 days without activity. Read-only: nothing in your CRM was changed.
Summary
- Open pipeline: $284,000.00 across 14 open deals.
- Follow up on 7 stale or past-due deals this week: $159,500.00 at risk (56.2% of open pipeline).
- 11 of 14 open deals need a fix (21 fixes in total). The full list is in deal_issues.csv, biggest deals first.
- Merge 5 groups of duplicate contacts (6 extra records); see duplicate_contacts.csv.
- Owner with the most value at risk: Priya Shah, $67,500.00 across 3 deals.
Fixes by type
| Problem | Deals | Value of those deals | Fix |
|---|---|---|---|
| Stale (no recent activity) | 5 | $107,500.00 | Call or email this week, or mark lost |
| Close date has passed | 3 | $88,000.00 | Move the close date or close the deal |
| Stuck in an early stage | 2 | $21,000.00 | Move it forward or mark it lost |
| No next step | 5 | $80,000.00 | Add a next step with a date |
| No deal value | 2 | $0.00 | Add the deal value |
| No close date | 1 | $8,500.00 | Add an expected close date |
| No owner | 2 | $38,500.00 | Assign an owner |
| Duplicate deal | 1 | $18,000.00 | Merge into the kept deal |
Your export has no probability column, so we did not check: probability 0% but still open.
Deals to fix, biggest first
| Deal | Company | Owner | Amount | Problems | What to do |
|---|---|---|---|---|---|
| Contoso Annual Support | Contoso Ltd | Maria Lopez | $36,000.00 | Stale: no activity for 55 days (last 2026-08-20); Close date passed: 2026-09-30 was 14 days ago; No next step: nothing scheduled | Call or email Contoso Ltd this week, or mark it lost. Move the close date or close the deal as won or lost. Add a next step with a date. |
| Contoso Licenses Renewal | Contoso Ltd | (no owner) | $30,000.00 | Close date passed: 2026-09-15 was 29 days ago; No owner | Move the close date or close the deal as won or lost. Assign an owner. |
| Blue Yonder Freight Audit | Blue Yonder Airlines | Priya Shah | $27,500.00 | Stale: no activity for 34 days (last 2026-09-10) | Call or email Blue Yonder Airlines this week, or mark it lost. |
| Litware Renewal 2027 | Litware Inc. | Priya Shah | $22,000.00 | Close date passed: 2026-10-05 was 9 days ago | Move the close date or close the deal as won or lost. |
| Coho Winery POS | Coho Winery, Inc. | Priya Shah | $18,000.00 | Stale: no activity on record, created 74 days ago; No next step: nothing scheduled; Duplicate deal: same name and company as deal 1010 | Call or email Coho Winery, Inc. this week, or mark it lost. Add a next step with a date. Merge this deal into deal 1010, then delete the copy. |
| Northwind Support Renewal | Northwind Traders | Maria Lopez | $14,000.00 | Stale: no activity for 43 days (last 2026-09-01); No next step: nothing scheduled | Call or email Northwind Traders this week, or mark it lost. Add a next step with a date. |
| Fabrikam Pilot | Fabrikam Inc. | James Chen | $12,000.00 | Stale: no activity for 135 days (last 2026-06-01); Stuck: still in "Appointment scheduled" 226 days after it was created; No next step: nothing scheduled | Call or email Fabrikam Inc. this week, or mark it lost. Book the next meeting to move it forward this month, or mark it lost. Add a next step with a date. |
| Lucerne Publishing Ebooks | Lucerne Publishing | Priya Shah | $9,000.00 | Stuck: still in "Appointment scheduled" 196 days after it was created | Book the next meeting to move it forward this month, or mark it lost. |
| Wingtip Onboarding Package | Wingtip Toys | (no owner) | $8,500.00 | No close date; No owner | Add an expected close date. Assign an owner. |
| Alpine Ski House Kiosks | Alpine Ski House | James Chen | $0.00 | No next step: nothing scheduled; No deal value: amount is 0 | Add a next step with a date. Add the deal value. |
| Tailspin Toys Expansion | Tailspin Toys | James Chen | No deal value: amount is blank | Add the deal value. |
By owner
| Owner | Open deals | Open value | Deals with problems | Value at risk |
|---|---|---|---|---|
| Priya Shah | 4 | $76,500.00 | 4 | $67,500.00 |
| Maria Lopez | 4 | $139,000.00 | 2 | $50,000.00 |
| (no owner) | 2 | $38,500.00 | 2 | $30,000.00 |
| James Chen | 4 | $30,000.00 | 3 | $12,000.00 |
Value at risk is the amount on open deals that are stale or past their close date.
Duplicate contacts
Open the record marked keep in your CRM and use its merge option to fold the others into it. We picked the most complete record, then the newest.
| Group | Keep | Merge into it | Why they match |
|---|---|---|---|
| 1 | ana gomez (524) | Ana Gomez (507) | same name and company |
| 2 | Dana Whitfield (501) | Dana Whitfield (512) | same email, same name and company |
| 3 | Lee Park (505) | Lee Park (521) | same phone, same name and company |
| 4 | Samuel Ortiz (518) | Sam Ortiz (503) | same email |
| 5 | Tom Becker (527) | Tom Becker (509); Thomas Becker (530) | same email, same phone, same name and company |
Closed deals (counted, not checked)
| Outcome | Deals | Value |
|---|---|---|
| Won | 2 | $85,000.00 |
| Lost or closed | 1 | $15,000.00 |
What we read
| File | Used as | Looks like | Rows read | Rows used | Rows skipped |
|---|---|---|---|---|---|
| contacts/hubspot-contacts.csv | Contacts | HubSpot | 31 | 30 | 1 exact duplicate of a row already read |
| deals/hubspot-deals-renewals.csv | Deals | HubSpot | 4 | 4 | none |
| deals/hubspot-deals-sales-pipeline.csv | Deals | HubSpot | 14 | 13 | 1 exact duplicate of a row already read |
- contacts/hubspot-contacts.csv: recognized columns: Record ID, First name, Last name, Email, Phone, Company, Owner, Created date.
- deals/hubspot-deals-renewals.csv: recognized columns: Deal ID, Deal name, Stage, Amount, Close date, Owner, Last activity, Next activity date, Created date, Company.
- deals/hubspot-deals-sales-pipeline.csv: recognized columns: Deal ID, Deal name, Stage, Amount, Close date, Owner, Last activity, Next activity date, Created date, Company.
Limits: stale and stuck use the dates in your export, so activity logged outside the CRM does not count. Stuck means created more than 90 days ago and still in an early stage (prospecting, qualification, appointment scheduled and similar). Duplicate deals share a name and company. Amounts are shown in $ as exported.