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Pipeline Review Agent

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Portfolio-wide pipeline reviews with Backstory.

Marketing & Sales#portfolio#pipeline#coaching#forecast#opportunities#backstory#sales-management
AuthorHappyCowboyAI
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Pipeline Review Agent
Download link: https://github.com/HappyCowboyAI/LLMSkills/archive/main.zip#pipeline-review-agent

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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