Free Scorecard · 1 page · PDF
Is Your CRM Capturing Your Real Pipeline?
Score your team on 15 signals in five minutes and see exactly where pipeline is slipping past your CRM.
What’s inside
- 15 checkable signals across email capture, pipeline accuracy and forecast accountability
- A simple 0 to 15 score with three bands: blind spots, gaps to close, strong visibility
- What each band means for your forecast
Written for VP Sales, CROs and RevOps leaders.
About this scorecard
Most CRMs only know what reps type in. Deals that close fastest often start in an inbox: an RFP reply, a renewal question, a partner introduction. If nobody logs them, they never reach the forecast.
This one-page scorecard lists 15 signals in three groups: email and conversation capture, pipeline accuracy, and forecast accountability. Check every statement that is true for your team, add them up, and see whether the CRM reflects the real pipeline.
Frequently asked questions
- What does the pipeline visibility scorecard measure?
- It measures how much of your real pipeline reaches your CRM. The 15 signals cover whether RFP replies, renewals, partner referrals and multi-thread deals are captured, whether stages and close dates are credible, and whether every CRM change can be traced to a source.
- How is the scorecard scored?
- Each checked statement is one point. A score of 0 to 5 means critical blind spots, 6 to 10 means gaps to close, and 11 to 15 means strong visibility.
- Who should use it?
- VP Sales, CROs, RevOps leaders and sales managers at teams where deals are won over email, such as IT services firms, managed service providers, value-added resellers and distributors.
- What should I do if my score is low?
- A low score usually means pipeline is sitting in email and never reaching the CRM. The ZUUZ Pipeline Discovery Challenge connects to your sales inbox and shows which conversations your CRM is missing within 72 hours.