skills.rest
bostonrobbie
bostonrobbieCOMMUNITY
Explore all skills by this author →
GitHub

Batch Dashboard — Pipeline Status Overview

Generate an HTML dashboard aggregating sales pipeline status from batch tracker files, MASTER_SENT_LIST.csv, and warm leads.

Updated Aug 27, 2026
Search Tags:#dashboard#reporting#lead management#sales pipeline#outreach#status overview
One-click install
npx skills add https://github.com/bostonrobbie/BDR --skill batch-dashboard-pipeline-status-overview
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Batch Dashboard — Pipeline Status Overview
Source: https://github.com/bostonrobbie/BDR/tree/main/skills/batch-dashboard
Command: npx skills add https://github.com/bostonrobbie/BDR --skill batch-dashboard-pipeline-status-overview

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill provides a consolidated, at-a-glance view of your sales pipeline status, helping you quickly identify urgent actions and track progress across various outreach batches.

Core Features & Use Cases

  • Consolidated Dashboard: Generates an HTML dashboard summarizing pipeline health.
  • Data Aggregation: Pulls data from batch files, sent lists, and warm lead records.
  • Actionable Insights: Highlights T2 due dates, warm leads needing attention, and contacts pending approval.
  • Use Case: A sales manager can run this skill daily to get an immediate understanding of the team's outreach effectiveness, identify bottlenecks, and prioritize follow-ups.

Quick Start

Show me the pipeline status dashboard.

Frequently Asked Questions about Batch Dashboard — Pipeline Status Overview

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I visualize my sales pipeline status across multiple outreach batches?▼

A consolidated HTML dashboard aggregates data from batch tracker HTML files, MASTER_SENT_LIST.csv, and warm lead memory files to provide an at-a-glance sales pipeline status overview across multiple outreach batches.

How do I identify urgent follow-ups and contacts pending approval in my sales pipeline?▼

To identify urgent follow-ups, the dashboard scans your pipeline data and flags contacts with T2 due dates, active warm leads needing attention, and those pending 'APPROVE SEND' status for immediate action.

What data formats do I need to generate a sales pipeline dashboard?▼

Generating a sales pipeline dashboard requires batch tracker HTML files, a MASTER_SENT_LIST.csv file containing outreach records, and memory files storing warm lead data for aggregation.

Can I track outreach effectiveness for my sales team on a daily basis?▼

Yes, you can track outreach effectiveness daily by running this pipeline status overview to identify bottlenecks, monitor warm leads, and prioritize immediate follow-up actions across your team's batches.

What is the best way to consolidate batch tracker files and warm leads into a single report?▼

The best way to consolidate batch tracker files and warm leads is to aggregate them into a single HTML dashboard that highlights T2 due dates and pending approvals, providing actionable pipeline insights.

Related Skills

Explore More Marketing & Sales Skills→
WarrenZhu050413WarrenZhu050413
7

gmail-assistant

Automate Gmail email workflows with context-aware drafting and contact discovery.

Community
Intermediate
stratagastrataga

email-sequence

Design email sequences with triggers, cadences, and copy guidelines.

Community
Intermediate
M4ST3R-C0NTR0LM4ST3R-C0NTR0L

lead-machine

Acquire, enrich, verify, and score B2B leads for outbound outreach.

Community
Advanced
s23hs23h

report-style-guide

Generate self-contained HTML data reports with metrics dashboards and charts.

Community
Intermediate