Analyze CRM deal lists to identify stale, stuck, and at-risk opportunities.
npx skills add https://github.com/cy-wali/knowledge --skill pipeline-review-cy-wali
Please help me install this Agent Skill. Skill: pipeline-review Source: https://github.com/cy-wali/knowledge/tree/main/sales/skills/pipeline-review Command: npx skills add https://github.com/cy-wali/knowledge --skill pipeline-review-cy-wali
Pipeline reviews frequently overlook risk and waste time on low-priority deals. This Skill analyzes health signals across deals to surface stale, stuck, and at-risk opportunities and to deliver a clear weekly action plan.
Load your CRM export or paste your deals to generate a weekly action plan.
High-intent search queries and answers about installing and using this skill.
Sales pipeline health checks flag stale, stuck, and at-risk deals by analyzing stage progression, recent activity, and close date sanity. This process surfaces opportunities that need immediate attention during your weekly review.
You can run a pipeline hygiene audit by loading your CRM export or pasting deals to identify missing fields like close date or amount and single-threaded deals. This improves data quality and highlights gaps in your sales records.
Yes, you can use a CSV export from your CRM to identify at-risk deals. The tool accepts structured input like CSV exports or pasted deal lists to analyze health signals and flag risks.
The best way to surface stuck deals in a sales pipeline is to analyze health signals across stage progression and activity. This identifies stalled opportunities and helps focus your weekly review on deals most likely to move.
clawpod-appGenerate weighted, risk-adjusted sales forecasts from pipeline CSV data.
anthropicsAnalyze sales pipeline health and generate a weekly action plan.
alludiumTranslate deal activity signals into pipeline stage recommendations and CRM patch suggestions.
Amazon-QuickPrioritize deals, forecast revenue, and flag at-risk pipeline items.
