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pipeline-dashboard

Render an inline revenue dashboard from live Airtable and Google Calendar data.

Updated Aug 27, 2026
Search Tags:#dashboard#pipeline#calendar#opportunities#revenue#airtable
One-click install
npx skills add https://github.com/njpatten/claude-skills-private --skill pipeline-dashboard
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-dashboard
Source: https://github.com/njpatten/claude-skills-private/tree/main/elevate/pipeline-dashboard
Command: npx skills add https://github.com/njpatten/claude-skills-private --skill pipeline-dashboard

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Renders an inline visual dashboard from live Airtable and Calendar data to provide a quick, actionable view of revenue opportunities, priority focus areas, and upcoming revenue events for faster decision making.

Core Features & Use Cases

  • Inline revenue dashboard with metric cards, revenue bar chart, strategic lens, and a calendar view to surface revenue signals.
  • Designed for use by the elevate-checkins orchestrator during Phase 3 or standalone for focused pipeline reviews.
  • Integrates Airtable Opportunities, Tasks, and Google Calendar data to surface revenue signals, bottlenecks, and prioritization.

Quick Start

Ask Claude to render the current pipeline dashboard using live Airtable and Calendar data.

Frequently Asked Questions about pipeline-dashboard

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

FAQPage Schema
How do I visualize my revenue pipeline using live Airtable and Google Calendar data?▼

The dashboard supports metric cards, revenue bar charts, a strategic lens, a scatter plot, and a calendar view to surface revenue signals. It also includes a configurable funnel with demo-mode mappings for focused pipeline reviews.

How do I set up a focused pipeline review with revenue charts and metric cards?▼

To set up a focused pipeline review, ask Claude to render the pipeline dashboard using your live Airtable and Calendar data. It generates metric cards, revenue charts, and a strategic lens to surface bottlenecks and prioritization signals.

Can I use this pipeline dashboard standalone or do I need an orchestrator?▼

No external dependencies are required, but the dashboard relies on live Airtable Opportunities, Tasks, and Google Calendar data to surface revenue signals, bottlenecks, and prioritization metrics for your pipeline.

Does the dashboard support a demo mode for pipeline funnel mappings?▼

Yes, the dashboard supports a configurable funnel with demo-mode mappings. This allows you to review pipeline stages visually even when not connected to live Airtable data.

What data sources do I need to surface revenue signals and bottlenecks?▼

You need live Airtable Opportunities, Airtable Tasks, and Google Calendar data. The dashboard integrates these sources to surface revenue signals, identify bottlenecks, and display prioritization metrics.

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