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
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
YouToday
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 →With /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
Who this is for
Sales Manager
10-minute pipeline review instead of 2-hour meeting — every deal scored, risks flagged, focus on what moves the number
See skills for this roleVP Sales
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 roleAccount Executive
10 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 roleRevOps
CRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.
See skills for this roleWhat it does
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.
How it works
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
Input options
Upload CSV
Export pipeline from Salesforce/HubSpot. The skill normalizes stages and flags issues regardless of format.
Example
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
Metrics this improves
Coaching Quality
Every rep's pipeline pre-scored before 1:1. Manager sees risks, not just stages. Coach on the deal, not the CRM.
SalesDeal Inspection Coverage
Full pipeline scored with risk flags. Managers focus on the deals that need attention, not read Salesforce aloud.
SalesDeal Velocity
Flags deals with no activity, missed follow-ups, and single-threaded contacts before they stall.
SalesForecast Accuracy
Clean pipeline data feeds more accurate forecast. Removes zombie deals that inflate numbers.
SalesPipeline Coverage
Scores every deal and shows true coverage after removing stale, single-threaded, and zombie opportunities.
SalesPipeline Hygiene
Scans entire pipeline for stale deals, past-due close dates, single-threaded contacts, and missing MEDDIC fields.
SalesWorks with
Works anywhere
Standalone
No setup required
Upload a CSV or paste your deals. Works with messy data — the skill normalizes stages and flags issues regardless.
Connected
CRM + tools integrated
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.
Ready to install Pipeline health check?
Choose how to get started.
Run in Claude Code
Free. Open source.
Install and run this plugin locally on your computer.
1
Install Claude Code
Open a terminal on your computer and paste this command:
2
Install the plugin
Visit the GitHub repository and follow the installation instructions in the README.
3
Run it
Start Claude Code, then type the command:
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