> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive audit profile, Vortex IQ

> What the Vortex IQ Pipedrive health audit checks: Pipedrive: Pipeline Hygiene, Lead Health & Revenue-at-Risk

**[Nerve Centre KPIs](/nerve-centre/kpi-cards/pipedrive) · [Audit Profile](/nerve-centre/kpi-cards/pipedrive/audit) · [Sentiment Settings](/nerve-centre/kpi-cards/pipedrive/sentiment)**

A Pipedrive pipeline only forecasts revenue if it is kept clean and joined to what actually sells. This audit answers: (1) is the API token healthy and correctly scoped, (2) is the deal pipeline being worked (stalled deals, stage rot, missing next-activities), (3) are leads/persons healthy and being followed up, and (4) when deals close, do they reconcile to real ecommerce orders - surfacing revenue-recognition gaps and untracked repeat buyers that cost the sales team expansion revenue.

## What this audit checks

### Authentication & access

* API token valid (auth on /users/me) and not revoked
* Token user has read scope for deals, persons, organizations and activities
* Company domain resolves and base URL is reachable

### Pipeline hygiene

* Open deals untouched (update\_time) > 30 days = stalled revenue
* Open deals with no next\_activity\_date set (no planned follow-up)
* Single stage holding > 40% of open deal value (stage bottleneck)
* Deals open past their expected close date with no movement
* Win rate below 20% over trailing 30 days (qualification problem)

### Lead & contact health

* Persons created in last 30d with zero linked activities (no follow-up)
* Persons with open deals but last\_activity\_date > 30d ago (cold)
* Organizations with people but zero open deals (dormant accounts)
* Duplicate persons by email (data-quality drift inflating counts)

### Activity & cadence

* Overdue activities (due\_date past, done = false) backlog rising
* Activity volume dropped > 25% vs prior 30d (team disengaging)
* Deals with high value but no logged activity in 14d

### Cross-channel: revenue-at-risk (the killer area)

* Deal marked won but no matching ecom order from the same person within 7d (revenue-recognition gap, sibling = shopify/bigcommerce/adobe\_commerce.order)
* Repeat ecom buyers (>1 order) with no open Pipedrive deal (expansion opportunity the sales team is missing)
* High-LTV ecom customers (top decile per commerce sibling) with a stalled or lost Pipedrive deal
* Persons with active ecom orders but no Pipedrive person record (CRM sync gap)

## Severity thresholds

| Signal                    | Warn | Critical |
| ------------------------- | ---- | -------- |
| `stalled_deal_days`       | 30   | 60       |
| `win_rate_pct`            | 25   | 15       |
| `overdue_activity_count`  | 10   | 30       |
| `cold_person_days`        | 30   | 60       |
| `stage_concentration_pct` | 40   | 60       |

## Data sources

* `GET https://{company_domain}.pipedrive.com/api/v1/users/me` - Auth + account context
* `GET https://{company_domain}.pipedrive.com/api/v1/deals` - Deal pipeline state, value, stage, dates, win/loss
* `GET https://{company_domain}.pipedrive.com/api/v1/persons` - Lead/contact health + last-activity recency + email for cross-channel join
* `GET https://{company_domain}.pipedrive.com/api/v1/organizations` - Account-level deal coverage + dormancy
* `GET https://{company_domain}.pipedrive.com/api/v1/activities` - Activity cadence, overdue backlog, follow-up coverage
* `GET https://{company_domain}.pipedrive.com/api/v1/stages` - Stage definitions for bottleneck detection