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pipeline-health-analyzer

Analyze sales pipeline health using Dataverse opportunity and activity records.

44|9|Updated Mar 6, 2026
Search Tags:#sales analytics#pipeline management#sales pipeline#qualification#opportunity analysis#deal health#stuck deals
One-click install
npx skills add https://github.com/microsoft/dataverse-business-skills --skill pipeline-health-analyzer-microsoft
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-health-analyzer
Source: https://github.com/microsoft/dataverse-business-skills/tree/main/skills/pipeline-health-analyzer
Command: npx skills add https://github.com/microsoft/dataverse-business-skills --skill pipeline-health-analyzer-microsoft

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the manual review of sales pipelines to identify stalled deals, missing next steps, weak qualification, and unbalanced stages, providing actionable insights to improve deal progression.

Core Features & Use Cases

  • Stuck Deal Detection: Identifies opportunities with no recent activity based on stage-specific thresholds.
  • Missing Next Steps Analysis: Flags deals lacking scheduled future activities or with overdue tasks.
  • Qualification Assessment: Evaluates BANT (Budget, Authority, Need, Timeline) signals to identify under-qualified opportunities.
  • Stage Age & Balance Analysis: Monitors time spent in each stage and overall pipeline stage distribution.
  • Close Date Validity: Checks for unrealistic or past-due estimated close dates.
  • Competitive Risk Assessment: Flags opportunities where competitors are mentioned or implied.
  • Pipeline Balance & Value Distribution: Analyzes stage and deal size distribution for concentration risks.
  • Health Scoring: Assigns an overall health score to individual opportunities.
  • Use Case: A sales manager can use this skill to get a weekly overview of their team's pipeline, highlighting the top 3 deals that require immediate attention due to being stuck or poorly qualified.

Quick Start

Analyze my open opportunities to identify any stuck deals or deals with missing next steps.

Frequently Asked Questions about pipeline-health-analyzer

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

FAQPage Schema
How do I identify stuck deals in my sales pipeline?▼

Identify stuck deals by analyzing opportunity records against configurable stage-specific thresholds for recent activity. This pipeline health analysis flags stalled opportunities lacking recent engagement to highlight deals requiring immediate attention.

What is opportunity health scoring in sales pipeline management?▼

Opportunity health scoring evaluates individual deals by checking missing next steps, BANT qualification weakness, stage age, and close date validity. It assigns an overall health score to quantify the strength and progression likelihood of each opportunity.

How do I check my sales pipeline for weak BANT qualification?▼

Check sales pipeline qualification by evaluating opportunity records for BANT (Budget, Authority, Need, Timeline) signals. This analysis identifies under-qualified opportunities lacking critical qualification criteria to prevent inaccurate revenue forecasting.

Can I analyze Dataverse opportunity tables for missing next steps and overdue tasks?▼

Analyze Dataverse opportunity and activitypointer tables to flag deals lacking scheduled future activities or having overdue tasks. This identifies opportunities with missing next steps to ensure continuous deal progression.

What is the best way to assess sales pipeline balance and stage distribution?▼

Assess pipeline balance by analyzing the stage and deal size distribution across all open opportunities. This evaluation monitors time spent in each stage and identifies value concentration risks within the sales pipeline.

Why does my sales pipeline analysis flag opportunities with past-due close dates?▼

Pipeline analysis flags opportunities with past-due or unrealistic estimated close dates to validate close date accuracy. This checks for invalid timelines in opportunity records to prevent skewed pipeline forecasting and stalled deals.

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