skills.rest
ekatasingh1107
ekatasingh1107COMMUNITY
Explore all skills by this author →
GitHub

pipeline-review

Analyze CRM pipeline and outreach data to produce weekly health reports.

2|Updated Apr 11, 2026
Search Tags:#crm#pipeline#forecasting#velocity#sales-analytics#deal-management#pipeline-review
One-click install
npx skills add https://github.com/ekatasingh1107/b2b-gtm-skills --skill pipeline-review-ekatasingh1107
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-review
Source: https://github.com/ekatasingh1107/b2b-gtm-skills/tree/main/skills/composites/pipeline-review
Command: npx skills add https://github.com/ekatasingh1107/b2b-gtm-skills --skill pipeline-review-ekatasingh1107

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Consolidates CRM pipeline and outreach data to surface health metrics, identify stalled deals, measure velocity, and produce a prioritized weekly action plan so sales teams can focus on the highest-impact work.

Core Features & Use Cases

  • Pipeline Health Snapshot: Computes total and weighted pipeline, stage distribution, average deal size, and pipeline-to-target coverage.
  • Velocity & Conversion Analysis: Calculates stage durations, sales cycle length, stage-to-stage conversion rates, and an overall velocity score for trending.
  • Aging & Actionable Recommendations: Flags cooling and stale deals with recommended actions, prioritizes fixes by revenue impact, and generates immediate, process, and strategic recommendations.
  • Forecasting & Scenarios: Produces weighted, conservative, moderate, and best-case revenue forecasts and time-based expected close summaries.
  • Use Case: Run weekly to produce a dashboard summary row, highlight high-value stale deals, and get three prioritized actions for the sales team.

Quick Start

Run a weekly pipeline review for the last 7 days using the agency config and CRM webhook to generate a health report and prioritized actions.

Frequently Asked Questions about pipeline-review

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

FAQPage Schema
How do I generate a weekly sales pipeline health report from CRM data?▼

To generate a weekly sales pipeline health report, this Skill analyzes CRM pipeline and outreach data via webhook or API to compute total weighted pipeline, stage distribution, and deal velocity metrics. It automatically maps CRM stages to standard stages to ensure consistent measurement and outputs a prioritized action plan.

What is pipeline velocity and how is it calculated for B2B sales forecasting?▼

Pipeline velocity calculates how quickly deals move through your sales cycle. This Skill calculates velocity by analyzing stage durations, stage-to-stage conversion rates, and overall cycle length, producing a velocity score for trending and accurate B2B revenue forecasting.

How do I identify and prioritize stalled deals in my CRM pipeline?▼

To identify stalled deals in your CRM pipeline, this Skill performs aging analysis to flag cooling and stale deals. It prioritizes recommended fixes by revenue impact, generating immediate, process, and strategic recommendations so your sales team can focus on high-value recoveries.

Can I use this pipeline review process with my existing agency CRM configuration?▼

Yes, you can use this pipeline review process with your existing agency CRM configuration. It requires access to an agency.config.json file and CRM data provided via webhook or API, specifically designed for B2B services agency sales teams using CRM tabs for pipeline, outreach, calling, and dashboard reporting.

What revenue forecast scenarios can I create from CRM pipeline data?▼

From CRM pipeline data, you can create weighted, conservative, moderate, and best-case revenue forecast scenarios. The Skill also provides time-based expected close summaries, allowing you to model different deal closure outcomes and measure pipeline-to-target coverage accurately.

Do I need a win-loss analyzer integration to improve sales forecast accuracy?▼

You do not need a win-loss analyzer integration for basic pipeline health reporting, but connecting optional win-loss analyzer or revenue-forecaster integrations enhances forecast accuracy. These integrations provide deeper historical context to refine weighted, conservative, moderate, and best-case revenue projections.

Related Skills

Explore More Marketing & Sales Skills→
ekatasingh1107ekatasingh1107
2

pipeline-dashboard

Generate a weekly pipeline dashboard from CRM data and agency.config.json targets.

Community
Advanced
harkersharkers

Pipeline

Analyzes a sales pipeline and flags inactive or stalled deals.

Community
Advanced
davekilleendavekilleen
461

pipeline-health

Analyze sales pipeline coverage, deal velocity, and forecast accuracy against revenue targets.

Community
Advanced
AdawoduAdawodu

sales-pipeline-analyst

Analyze sales pipeline data to diagnose health and generate revenue forecasts.

Community
Advanced