Table 1From “What is pipeline hygiene? A clean CRM is not a full pipeline”
What does pipeline hygiene mean?
Table 1What does pipeline hygiene mean?
| Test | Question | If the answer is unknown or fails |
|---|---|---|
| Scope | Is the record an open opportunity for this view? | Exclude by rule, not by silence |
| Uniqueness | Does one commercial process map to one opportunity key? | Hold for duplicate review |
| Account link | Is the opportunity linked to the intended account or contact? | Hold until the relationship is resolved |
| Owner | Is an accountable role or user assigned? | Hold or route to ownership review |
| Stage evidence | What event or documented evidence supports the current stage? | Hold until the stage is reviewable |
| Freshness | Is the evidence or activity inside the declared age rule? | Hold as a stale opportunity |
| Amount and currency | Is the estimate numeric, bounded, and denominated? | Hold until the value boundary is clear |
| Close-date rule | Is the current date valid and its movement explainable? | Hold for date review |
| Next event | Is a planned action or trigger visible? | Hold for operating review |
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Source: Table from this essay. Sources and interpretation are given in the article.

From the essay
Revenue operations & AI
What is pipeline hygiene? A clean CRM is not a full pipeline
Pipeline hygiene tests whether an opportunity is current, owned, evidence-backed, unique, and fit to enter an open-pipeline decision.
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