mh-cmo-pipeline-tracker

Community

Track lead pipeline health and conversion rates with precision.

AuthorImad-Oute
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill addresses the challenge of maintaining and analyzing lead pipeline health, conversion rates, and stage-by-stage progression across all active opportunities.

Core Features & Use Cases

  • Pipeline Tracking: Monitor the live pipeline of active leads, including their current stage and last activity.
  • Lead Advancement: Facilitate the advancement of leads through pipeline stages with clear transition criteria.
  • Stale Lead Flagging: Identify and flag leads that have not had activity within a specified threshold.
  • Pipeline Health Reporting: Generate reports on conversion rates and stage-by-stage analysis.
  • Win/Loss Tracking: Capture and record the outcome of engagements, along with reasons for wins or losses.
  • Forecasting: Project near-term engagement starts and revenue based on the current pipeline state.
  • Use Case: For a sales manager, this Skill helps to ensure that the sales team is focused on the most promising leads and to predict future sales opportunities.

Quick Start

Run the weekly snapshot to review the pipeline and flag any stale leads.

Dependency Matrix

Required Modules

mh-cmo-lead-generationmh-cmo-client-qualificationmh-cmo-proposal-builder

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: mh-cmo-pipeline-tracker
Download link: https://github.com/Imad-Oute/MicroHard/archive/main.zip#mh-cmo-pipeline-tracker

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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