When you need to know which deals are real, /pipeline-review scores every deal and flags every risk — so you focus on what moves the number.
ClaudeMonday morning. 2-3 hour pipeline review meeting. Reps read their Salesforce records aloud. Managers ask "what's the latest on Acme?" Reps fumble. Nobody leaves with clear actions.
“How do you run a weekly pipeline review without it becoming a 2-hour interrogation session?”
— r/SalesOperations discussion Source →Upload pipeline CSV or connect CRM — health score per deal, risk flags (stale deals, past close dates, single-threaded), hygiene audit, and a prioritized weekly action plan.
Who this is for
You own the number. These skills give you pipeline visibility, forecast accuracy, and team productivity — without chasing reps for CRM updates.
See skills for this role10 calls a day — every one captured, every follow-up sent, every prospect researched. These skills handle the admin so you close deals.
See skills for this rolePipeline scored, risks flagged, before the 1:1 starts. These skills prep you for every coaching conversation.
See skills for this roleCRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.
See skills for this roleInput options
Export pipeline from Salesforce/HubSpot. The skill normalizes stages and flags issues regardless of format.
Example
23 open deals | $1.2M total pipeline
Overall: 6.4/10 (needs attention) Deals: 23 open | $1.2M total | 2.1x coverage
🔴 TechCorp ($80K, Negotiation) — close date was Mar 15, no activity since Mar 3 🔴 DataFlow ($45K, Discovery) — close date Mar 31, still in Discovery — won't close 🟡 Pinnacle ($60K, Evaluation) — single-threaded, champion hasn't responded in 8 days 🟡 NextGen ($30K, Proposal) — proposal sent 3 weeks ago, no follow-up
⚠ 4 deals with close dates in the past ⚠ 2 deals with no stage change in 30+ days ⚠ 3 deals missing key fields (decision maker, MEDDIC)
1. TechCorp: call champion today, get new close date or move to lost 2. Pinnacle: multi-thread — reach out to VP directly 3. NextGen: send "checking in" email, propose next step 4. Clean up 4 past-due close dates before Thursday forecast
Metrics this improves
Works with
Scores deals using HubSpot activity data and engagement metrics.
Accepts CSV exports for pipeline health analysis.
Real-time deal scoring from live pipeline — stale deals, past-due dates, single-threaded risks.
Sends risk alerts and hygiene flags to manager channels.
Pipeline health check from Pipedrive deal data.
Works anywhere
Upload a CSV or paste your deals. Works with messy data — the skill normalizes stages and flags issues regardless.
Pipeline pulls in real time. Activity signals (last email, last call, meeting frequency) feed into deal health scores — more accurate than stage-based scoring alone.