Table 7From “What is pipeline hygiene? A clean CRM is not a full pipeline”
What changes when AI enters pipeline hygiene?
Table 7What changes when AI enters pipeline hygiene?
| Trace field | Question |
|---|---|
| Model and version | Which model or rule produced the flag? |
| Input snapshot | Which fields and observation time were available? |
| Finding | What duplicate, omission, age, or date movement was surfaced? |
| Recommendation | Which hold, admit, exclude, or escalation path was suggested? |
| Human decision | Who accepted, overrode, or deferred the recommendation, and why? |
| Effective state | Which disposition and rule version became the record of decision? |
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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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