The Backstory: Your pipeline looks different this week than it did last week, and you need to explain why before your next pipeline review. Rather than digging through spreadsheets to reconstruct which deals moved, slipped, or closed, you open Pipeline Changes to see the full breakdown at a glance. This helps you spot trends, risks, and opportunities so you can walk into any conversation ready to act.
Pipeline Changes help you visualize how your pipeline has changed over time and why. The view compares one week or quarter to the next and breaks down the key events behind the movement, such as new deals, lost opportunities, slippage, or changes in deal value. This moves you beyond seeing variance numbers to understanding the reasons behind them, so you can identify what needs attention faster.
Pipeline Changes show you:
How your pipeline changed week-over-week or quarter-over-quarter.
Why it changed, broken down by category.
The biggest factors driving those changes.
The specific deals behind each movement.
Insights to guide discussions and help leaders take action faster.
Access Pipeline Changes
Log into the Backstory App.
In the left panel under MY FORECASTS, click the Forecast name to open it.
Click the Pipeline Changes tab.
In the top right corner, select your desired time period.
Elements of Pipeline Changes
Each element of the view helps you understand the full story behind your pipeline movement.
Anchor points mark the start and end of the comparison. On the left, the view begins with the pipeline value from the previous period's close. On the right, it ends with the current projected pipeline value.
Movement buckets appear between these two anchor points and display the events that caused your pipeline to change. Each column shows both the total dollar amount and the number of opportunities represented:
Amount Increase / Decrease: Value adjustments to existing opportunities, such as upsells, downsells, or scope changes.
Slipped: Deals pushed to a future quarter, highlighting potential pipeline or forecasting risk.
Lost: Revenue permanently removed from the pipeline (closed lost).
New: Net-new pipeline added this period that contributes to the current forecast.
Pulled In / Pushed In: Deals that moved forward or were delayed within the same quarter, showing deal momentum.
Won: Revenue that successfully closed during the current period.
Drill Into the Underlying Deals
Pipeline Changes are connected to your underlying Backstory Sheets, making it easy to investigate the deals behind each pipeline change.
Below the chart, a table displays the opportunities included in the selected pipeline view.
To investigate a specific change:
Click a bucket in the Pipeline Changes chart (such as New, Won, or Slipped) to filter the table to the opportunities contributing to that category.
In the filtered table, click the Backstory logo in the opportunity row to open the deal's Backstory.
Review the Backstory for engagement metrics, AI-generated deal summaries, and other details to understand what drove the pipeline change.
Frequently Asked Questions
Do Pipeline Changes support all forecast types?
At this time, Pipeline Changes support only Opportunity-based forecasts.
Need Help?
Contact your Customer Success Manager or email support@backstory.ai.