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. — Claude Skill

Um Skill Claude para Claude Code por Anthropic — executar /pipeline-review no Claude·Atualizado em 10 de abr. de 2026

Compatível comClaude·ChatGPT·OpenClaw

10-minute pipeline review instead of 2-hour meeting. Every deal scored, risks flagged.

  • Pipeline health score across stage progression, activity recency, close date accuracy, and contact coverage
  • Top-3 priority deals each week with specific next actions and revenue impact
  • Risk flags for stale, stuck, past-due, and single-threaded deals
  • Hygiene audit on missing fields, bad close dates, and zombie opportunities
  • Works standalone with a CSV upload or supercharges when CRM is connected
VocêHoje

Monday 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 →
Com /pipeline-review

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.

1 Upload your pipeline2 Optional: specify a segment (your deals, a rep's b3 Get the review4 Act — follow the prioritized action plan

Para quem é

O que faz

Monday morning forecast prep

VPs replace the 2-hour pipeline meeting with a 10-minute deal-by-deal review that arrives before the 1:1s start.

Pre-1:1 coaching prep for managers

Sales managers walk into every weekly 1:1 with a rep's pipeline already scored, risks flagged, and coaching points lined up.

AE self-check before forecast call

Account executives run the review on their own book to catch missing fields and stuck deals before their manager does.

Como funciona

1

Upload pipeline CSV, paste deals, or connect CRM

2

Score every deal across health dimensions

3

Surface top priority deals with revenue impact

4

Flag risks: stale, stuck, past-due, single-threaded

5

Output a weekly action plan ranked by impact

Opções de entrada

Upload CSV

Export pipeline from Salesforce/HubSpot. The skill normalizes stages and flags issues regardless of format.

Exemplo

Team pipeline (from CRM)
23 open deals | $1.2M total pipeline
10 minutes later
Pipeline Health
Overall: 6.4/10 (needs attention)
Deals: 23 open | $1.2M total | 2.1x coverage
Top Risks
🔴 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
Hygiene Flags
⚠ 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)
This Week's Action Plan
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

Métricas que melhora

Pipeline Hygiene
Scans entire pipeline for stale deals, past-due close dates, single-threaded contacts, and missing MEDDIC fields.
Sales
Coaching Quality
Every rep's pipeline pre-scored before 1:1. Manager sees risks, not just stages. Coach on the deal, not the CRM.
Sales
Deal Inspection Coverage
Full pipeline scored with risk flags. Managers focus on the deals that need attention, not read Salesforce aloud.
Sales
Forecast Accuracy
Clean pipeline data feeds more accurate forecast. Removes zombie deals that inflate numbers.
Sales
Pipeline Coverage
Scores every deal and shows true coverage after removing stale, single-threaded, and zombie opportunities.
Sales
Deal Velocity
Flags deals with no activity, missed follow-ups, and single-threaded contacts before they stall.
Sales

Funciona com

Em qualquer lugar

Autónomo
Sem configuração necessária

Upload a CSV or paste your deals. Works with messy data — the skill normalizes stages and flags issues regardless.

Ligado
CRM + ferramentas integrados

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.

Pronto para instalar Pipeline health check?

Escolha como começar.

Executar no Claude Code
Gratuito. Código aberto.

Instale e execute este plugin localmente no seu computador.

1
Instalar o Claude Code

Abra um terminal no seu computador e cole este comando:

2
Instalar o plugin

Visite o repositório do GitHub e siga as instruções de instalação no README.

3
Execute

Inicie o Claude Code, depois escreva o comando:

depois
Usar no ElasticFlow
Funcionalidades de equipa e colaboração

Espaços de trabalho partilhados, analítica de utilização e integrações geridas.

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