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Pipeline and KPI: stages, tasks, and money you can see
How the pipeline holds discipline without micromanagement, and how financial slices tie to deals. The agent fills the stages itself.
Pipelines break from both sides: too many stages, or so few that the board is theater. A living pipeline encodes decisions. An AI agent only makes sense if a qualified lead always lands on the same stage — not in a shared “new” pile.
Typical pipeline after the agent
01Inbound (agent)100
02Qualified72
03Slot / quote48
04Payment28
Blocks that survive contact with reality
- Stages repeat your process: agent qualification, visit, contract, payment
- Tasks for what the agent escalated
- Lost-reason list — so you see where the script breaks
- Won deals feed revenue where there is a finance link
Senbi keeps the pipeline and basic money visibility in one window. Deep accounting lives in finance systems. The agent does not replace KPI: it fills the pipeline with data you can actually count KPI from.