A step-by-step checklist used by On The Fly Ops to audit B2B SaaS pipelines and deliver 25–40% forecast accuracy improvements in 90 days. Work through six sections in order — each takes 30–90 minutes with CRM admin access.

What's inside:

• Ghost Deal Identification — find the dead deals inflating your Commit
• Stage Definition Audit — the "Three-Rep Test" for stage clarity
• Required Field Validation — hygiene rules for HubSpot & Salesforce
• Deal Health Scoring — a Red/Yellow/Green framework
• Weekly Review Cadence — a proven Thursday/Friday rhythm
• Executive Dashboard Blueprint — what leadership should actually see