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pipeline-review

Analyze sales pipeline health and generate a weekly action plan.

23.4k|2.8k|Updated Jan 23, 2026
Search Tags:#risk management#sales forecasting#sales pipeline#deal prioritization#pipeline review#CRM analysis
One-click install
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill pipeline-review-anthropics
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-review
Source: https://github.com/anthropics/knowledge-work-plugins/tree/main/sales/skills/pipeline-review
Command: npx skills add https://github.com/anthropics/knowledge-work-plugins --skill pipeline-review-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps sales teams identify at-risk deals, prioritize opportunities, and maintain a clean sales pipeline, ensuring focus on the most impactful activities.

Core Features & Use Cases

  • Pipeline Health Analysis: Assesses deals for risks like staleness, stuck stages, or inaccurate close dates.
  • Deal Prioritization: Ranks opportunities based on factors like deal size, stage, and activity.
  • Hygiene Audit: Flags missing critical data such as amounts or next steps.
  • Use Case: Run this before your weekly sales meeting to get a clear, actionable plan for which deals to focus on, which need immediate attention, and which might be dead.

Quick Start

Analyze my pipeline for the enterprise segment.

Frequently Asked Questions about pipeline-review

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

FAQPage Schema
How do I analyze sales pipeline health and identify at-risk deals?▼

Analyze sales pipeline health by assessing stage progression, activity recency, close date accuracy, and contact coverage to identify at-risk deals. This process flags opportunities that are stale, stuck in a stage, or missing critical data like amounts and next steps.

Can I use a CSV upload for CRM analysis to prioritize my sales pipeline?▼

Yes, you can use a CSV upload for CRM analysis to prioritize your sales pipeline. The system also supports manual deal descriptions or direct CRM integration to audit deals, rank opportunities by size and stage, and flag missing data.

What does a pipeline hygiene audit check for in my sales forecasting?▼

A pipeline hygiene audit checks for risks like staleness, stuck stages, and inaccurate close dates to improve sales forecasting accuracy. It flags deals missing critical data such as amounts or next steps to ensure your pipeline remains clean and actionable.

How do I prioritize deals for a weekly sales pipeline review?▼

Prioritize deals for a weekly sales pipeline review by ranking opportunities based on factors like deal size, stage, and recent activity. This generates a clear weekly action plan highlighting which opportunities need immediate attention and which might be dead.

Do I need direct CRM integration to flag deal prioritization risks?▼

No, you do not need direct CRM integration to flag deal prioritization risks. You can run comprehensive pipeline auditing and risk flagging by simply uploading a CSV file or providing manual deal descriptions.

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