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
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 →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.
対象ユーザー
10-minute pipeline review instead of 2-hour meeting — every deal scored, risks flagged, focus on what moves the number
この役職のスキルを見るYou own the number. These skills give you pipeline visibility, forecast accuracy, and team productivity — without chasing reps for CRM updates.
この役職のスキルを見る10 calls a day — every one captured, every follow-up sent, every prospect researched. These skills handle the admin so you close deals.
この役職のスキルを見るCRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.
この役職のスキルを見る機能
VPs replace the 2-hour pipeline meeting with a 10-minute deal-by-deal review that arrives before the 1:1s start.
Sales managers walk into every weekly 1:1 with a rep's pipeline already scored, risks flagged, and coaching points lined up.
Account executives run the review on their own book to catch missing fields and stuck deals before their manager does.
仕組み
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
入力オプション
Export pipeline from Salesforce/HubSpot. The skill normalizes stages and flags issues regardless of format.
例
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
改善される指標
対応ツール
どこでも使える
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.
Pipeline health checkをインストールしますか？
始め方を選択してください。