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

Name: Pipeline health check
Author: Anthropic

Claude Code için bir Claude becerisi · Anthropic✓ — çalıştır: /pipeline-review (Claude'da)·Güncellendi: 10 Nis 2026

Şununla uyumluClaude·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

SenBugün

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 →

/pipeline-review ile

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

Kim için

Sales Manager

10-minute pipeline review instead of 2-hour meeting — every deal scored, risks flagged, focus on what moves the number

Bu rol için becerileri gör

VP Sales

You own the number. These skills give you pipeline visibility, forecast accuracy, and team productivity — without chasing reps for CRM updates.

Bu rol için becerileri gör

Account Executive

10 calls a day — every one captured, every follow-up sent, every prospect researched. These skills handle the admin so you close deals.

Bu rol için becerileri gör

RevOps

CRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.

Bu rol için becerileri gör

Ne yapar

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.

Nasıl çalışır

Upload pipeline CSV, paste deals, or connect CRM

Score every deal across health dimensions

Surface top priority deals with revenue impact

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

Output a weekly action plan ranked by impact

Giriş seçenekleri

Upload CSV

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

Örnek

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

İyileştirdiği metrikler

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

Uyumlu araçlar

Google Sheets

manuel

Accepts CSV exports for pipeline health analysis.

Slack

manuel

Sends risk alerts and hygiene flags to manager channels.

Pipedrive

manuel

Pipeline health check from Pipedrive deal data.

Her yerde çalışır

Bağımsız

Kurulum gerekmez

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

Bağlı

CRM + araçlar entegre

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.