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HappyCowboyAI
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Pipeline Review Agent

Aggregate deal health across accounts into a manager-ready pipeline review.

Updated Mar 4, 2026
Search Tags:#portfolio#pipeline#coaching#forecast#opportunities#backstory#sales-management
One-click install
npx skills add https://github.com/HappyCowboyAI/LLMSkills --skill pipeline-review-agent
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Pipeline Review Agent
Source: https://github.com/HappyCowboyAI/LLMSkills/tree/main/13-pipeline-review-agent
Command: npx skills add https://github.com/HappyCowboyAI/LLMSkills --skill pipeline-review-agent

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Aggregates deal health across multiple accounts to provide a manager-ready pipeline review, surfacing risks, stalled opportunities, and coaching priorities.

Core Features & Use Cases

  • Portfolio health aggregation: consolidates account-level opportunities into a single view for reviews.
  • Intelligence gathering automation: coordinates status checks for accounts and opportunities via Backstory MCP tools.
  • Coaching prioritization: highlights high-impact opportunities requiring manager intervention.
  • Use Case: during weekly pipeline reviews, managers get a clear, action-oriented summary with top coaching actions.

Quick Start

Provide one or more account names to generate a manager-ready pipeline review for your portfolio.

Frequently Asked Questions about Pipeline Review Agent

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

FAQPage Schema
How do I generate a manager-ready pipeline review across multiple sales accounts?▼

To generate a manager-ready pipeline review, provide your account names to aggregate deal health across your portfolio. It surfaces risks, stalled opportunities, and coaching priorities into a structured, decision-ready report.

What is portfolio-wide pipeline health aggregation for sales management?▼

Portfolio-wide pipeline health aggregation consolidates account-level opportunities into a single view for sales management. It coordinates status checks to provide regular visibility of risks and coaching priorities during pipeline reviews.

How do I prioritize sales coaching for high-impact opportunities?▼

Prioritize sales coaching by identifying high-impact opportunities requiring manager intervention during pipeline reviews. The aggregation process highlights stalled deals and surfaces specific coaching priorities for portfolio-level visibility.

Can I use Backstory MCP tools to check account and opportunity status automatically?▼

Yes, you can use Backstory MCP tools to automatically check account and opportunity status. Functions like find_account, get_account_status, and ask_sales_ai_about_opportunity gather intelligence to produce decision-ready reports.

Does the pipeline review agent require specific account names to start?▼

Yes, the pipeline review agent requires one or more account names to start. Providing account names triggers the intelligence gathering automation to generate a manager-ready pipeline review for your portfolio.

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