# Monthly Pipeline Review

Use this template to summarize one month of Eryx discovery, enrichment, scoring, and export work.

## Reporting Period

- Workspace:
- Project(s):
- Date range:
- Prepared by:

## Executive Summary

- Total discovery runs:
- Leads discovered:
- Leads enriched:
- Qualified leads:
- Qualification rate:
- Top segment:

## Pipeline Snapshot

| Segment | Source mix | Leads reviewed | Qualified | Avg. score | Notes |
| --- | --- | ---: | ---: | ---: | --- |
|  |  |  |  |  |  |

## Top Qualified Cohorts

1. Cohort:
   - Why it matters:
   - Recommended next action:
2. Cohort:
   - Why it matters:
   - Recommended next action:
3. Cohort:
   - Why it matters:
   - Recommended next action:

## Learnings

- Criteria that produced strong fits:
- Criteria that produced weak fits:
- Data quality notes:
- Outreach or CRM handoff notes:

## Next Month Plan

- ICP or segment to test:
- Sources to adjust:
- Enrichment or validation needs:
- Export or handoff owner: