pipeline-analysis

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.