pipeline-review

name	Pipeline Review
slug	pipeline_review
version	0.1.0
status	draft
category	residential_multifamily
subsystem	residential_multifamily
pack_type	workflow
targets	["claude_code"]
stale_data	Pipeline state, stage probabilities, IC-prep load, and debt term sheet market conditions drift day to day. Deal-team ownership and attribution may change intra-week. Blocking dq issues from Dealpath (dp_completeness_ic_record, dp_handoff_lag) surface different deals each cycle. Target bands for velocity, stalled-deal thresholds, and retrade materiality are overlay-driven.
applies_to	{"segment":["middle_market","luxury","affordable"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise","high_rise"],"lifecycle":["development","construction","lease_up","stabilized","renovation","recap_support"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["investments_lead","asset_management_director","deal_team_lead","executive"],"output_types":["operating_review","kpi_review","dashboard","memo"],"decision_severity_max":"recommendation"}
references	{"reads":["reference/connectors/adapters/dealpath_deal_pipeline/normalized_contract.yaml","reference/connectors/adapters/dealpath_deal_pipeline/dq_rules.yaml","reference/connectors/deal_pipeline/schema.yaml","reference/connectors/master_data/asset_crosswalk.yaml","reference/connectors/master_data/market_crosswalk.yaml","reference/derived/role_kpi_targets.csv","reference/normalized/approval_threshold_defaults.csv"],"writes":[]}
metrics_used	["pipeline_velocity_days","stage_conversion_rate","stalled_deal_count","ic_prep_load_count","debt_term_sheet_variance","retrade_risk_count","closing_certainty_score","pipeline_weighted_capital_need"]
escalation_paths	[{"kind":"stalled_deal_threshold_breach","to":"deal_team_lead -> investments_lead -> asset_management_director"},{"kind":"debt_market_shift_material","to":"investments_lead -> executive"},{"kind":"dq_blocker_from_dealpath","to":"data_platform_team -> investments_lead"},{"kind":"pipeline_velocity_outside_band","to":"investments_lead -> executive"}]
approvals_required	[]
description	Weekly review of every deal in the pipeline by stage (sourcing, loi_signed, psa_signed, ic_approved, debt_term_sheet, close, funded). Produces a stage-by-stage scorecard, flags stalled deals beyond the overlay-defined aging threshold, surfaces IC-prep load and debt-term-sheet variance, and quantifies retrade risk. Dealpath is the primary source; the workflow surfaces any `dp_completeness_ic_record` or `dp_handoff_lag` blocker from adapter dq rules before any roll-up claim is made.

Pipeline Review

Workflow purpose

Deliver a weekly pipeline scorecard that the investments lead, asset-management director, and executive can read in one sitting to answer: which deals advanced, which stalled, where is the capital-need concentration, what is the IC load next session, and which blocking data-quality issues from Dealpath need resolution before the roll-up can be trusted. The workflow composes stage-by-stage counts, dollar-weighted exposure, and stalled-deal aging into a single dashboard; it recommends no deal-level action — every action remains with the deal team.

Trigger conditions

• Explicit: "weekly pipeline review", "pipeline scorecard", "pipeline dashboard for Monday", "where are we on IC load this cycle".
• Implicit: Dealpath adapter emits a pipeline-stage transition for 3+ deals in a week; week-close calendar event; IC calendar approaches within one cycle.
• Recurring: weekly, end-of-week close; also on-demand ahead of executive check-ins.

Inputs (required / optional)

Input	Type	Required	Notes
Dealpath normalized deal records	table	required	via dealpath_deal_pipeline adapter; canonical shape per normalized_contract.yaml
Dealpath normalized deal_milestone records	table	required	primary source; covers stage transitions
Dealpath normalized deal_key_date records	table	required	LOI expiry, PSA expiry, expected close, close target
Canonical asset records	table	required	resolved via master_data/asset_crosswalk.yaml
Dealpath dq outcomes	table	required	dq_rules.yaml evaluation; blockers surface before roll-up
Stalled-deal aging policy	overlay	required	overlay-defined per stage; overlay_id + as_of_date
Debt term sheet policy bands	overlay	optional	market-level coupon and advance-rate bands; falls back to use_prior_period