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pipeline-analysis

Analyze sales deal data and generate an interactive React dashboard with Recharts and Tailwind.

9|3|Updated Apr 13, 2026
Search Tags:#sales#dashboard#pipeline#hubspot#forecast#salesforce#data-validation
One-click install
npx skills add https://github.com/l3mpire/claude-skills --skill pipeline-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-analysis
Source: https://github.com/l3mpire/claude-skills/tree/main/pipeline-analysis
Command: npx skills add https://github.com/l3mpire/claude-skills --skill pipeline-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill converts raw deal exports and CRM data into a single, actionable view so revenue teams can quickly understand pipeline health, identify at-risk deals, and prioritize closing activity.

Core Features & Use Cases

  • Multi-source ingestion: Accepts CSV uploads and connects to HubSpot or Salesforce MCP exports, normalizing fields like name, stage, amount, close_date, owner, and created_date.
  • Data validation & enrichment: Flags missing or invalid amounts, overdue closes, duplicates, negative values, and imputes probabilities from stage defaults when missing.
  • Comprehensive analysis: Calculates total and weighted pipeline, stage breakdowns, stuck deals, forecasts by period, rep performance rankings, and sales velocity metrics.
  • Interactive dashboard artifact: Produces a single React dashboard using Recharts and Tailwind that supports charts, sortable tables, localization for currency and dates, and a prioritized action list tailored to the data.
  • Graceful degradation: Skips unavailable calculations (e.g., velocity, forecast) with clear header notes and never fails outright when data is incomplete.

Quick Start

Analyze my deal CSV and generate an interactive pipeline dashboard showing pipeline value, weighted forecast, stage breakdowns, stuck deals, rep performance, and prioritized recommendations.

Frequently Asked Questions about pipeline-analysis

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

FAQPage Schema
How do I build a sales pipeline dashboard from HubSpot or Salesforce deal exports?▼

To build a sales pipeline dashboard from HubSpot or Salesforce exports, you can use this skill to normalize CRM deal fields, compute stage conversions and rep metrics, and output an interactive React dashboard with Recharts and Tailwind.

What is weighted pipeline value and how are missing deal probabilities handled?▼

Weighted pipeline value is the total deal amount adjusted by stage probability. When deal probabilities are missing, the pipeline analysis imputes them from stage defaults to ensure accurate forecast calculations.

Can I analyze a CSV upload of sales deals without a direct CRM connection?▼

Yes, you can analyze sales deals from a CSV upload without a direct CRM connection. The skill ingests CSV files, normalizes fields like amount and close_date, validates data quality, and generates the full interactive dashboard.

How do I identify stuck deals and at-risk pipeline opportunities in my CRM data?▼

To identify stuck deals and at-risk opportunities, the pipeline analysis flags overdue close dates, validates data quality issues, and generates a prioritized action list within the dashboard to highlight deals needing immediate attention.

Does the pipeline analysis dashboard support currency and date localization?▼

Yes, the pipeline analysis dashboard supports currency and date localization. The generated React artifact using Recharts and Tailwind automatically localizes financial figures and dates based on your parsed deal data.

What happens to the pipeline forecast if my deal data is incomplete or missing fields?▼

If your deal data is incomplete, the pipeline forecast gracefully degrades by skipping unavailable calculations like velocity and adding clear header notes, ensuring it never fails outright when data is missing.

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