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ekatasingh1107
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pipeline-dashboard

Generate a weekly pipeline dashboard from CRM data and agency.config.json targets.

2|Updated Apr 11, 2026
Search Tags:#metrics#dashboard#crm#pipeline#forecast#weekly-review
One-click install
npx skills add https://github.com/ekatasingh1107/b2b-gtm-skills --skill pipeline-dashboard-ekatasingh1107
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-dashboard
Source: https://github.com/ekatasingh1107/b2b-gtm-skills/tree/main/skills/composites/pipeline-dashboard
Command: npx skills add https://github.com/ekatasingh1107/b2b-gtm-skills --skill pipeline-dashboard-ekatasingh1107

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Provides a concise, up-to-date view of weekly pipeline health, momentum, and forecast gaps by consolidating CRM and pipeline data into a single markdown dashboard that is easy to review during weekly leadership meetings.

Core Features & Use Cases

  • Pipeline snapshot and KPIs: total deals, value, weighted value, and average deal size to assess overall health.
  • Week-over-week trends & attribution: compare performance across weeks and identify driving factors.
  • Forecast integration: incorporate revenue forecaster output to show confidence and gaps.
  • Use Case: executives can run a Monday stand-up with a single dashboard showing deals in negotiation, top channels, and forecast gaps.

Quick Start

Run the pipeline-dashboard skill to generate the weekly dashboard from your CRM and agency.config.json data.

Frequently Asked Questions about pipeline-dashboard

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

FAQPage Schema
How do I generate a weekly pipeline dashboard from CRM data for a sales review?▼

Generate a weekly pipeline dashboard by running this skill against your CRM data to consolidate total deal value, weighted value, and stage progression into a markdown dashboard for B2B sales reviews.

What is a pipeline forecast dashboard and how does it show revenue gaps?▼

A pipeline forecast dashboard consolidates CRM stage definitions and revenue forecaster output to reveal confidence levels and gaps between projected and target revenue for weekly leadership meetings.

Can I use this pipeline dashboard skill for B2B sales team stand-ups?▼

Yes, this pipeline dashboard is designed for B2B sales teams to monitor deals, leads, and stage progression across channels, providing a single markdown view for Monday stand-ups.

Do I need an agency.config.json file to calculate pipeline metrics and KPIs?▼

Yes, the skill reads agency.config.json targets and CRM stage definitions to calculate pipeline KPIs like average deal size, total deals, and week-over-week trends.

How do I track week-over-week pipeline velocity and deal progression?▼

Track week-over-week pipeline velocity by feeding CRM data and optional prior dashboards into the skill, which compares performance across weeks to identify driving factors and momentum.

What format does the pipeline dashboard output for executive leadership meetings?▼

The pipeline dashboard outputs a structured markdown dashboard plus optional JSON artifacts, providing executives with a concise view of deals in negotiation, top channels, and forecast gaps.

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