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pipeline-review

Analyze sales pipeline health to identify high-priority deals and risks.

704|58|Updated Mar 20, 2026
Search Tags:#analytics#sales#prioritization#crm#pipeline#hygiene#risk
One-click install
npx skills add https://github.com/openyak/desktop --skill pipeline-review-openyak
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pipeline-review
Source: https://github.com/openyak/desktop/tree/main/backend/app/data/plugins/sales/skills/pipeline-review
Command: npx skills add https://github.com/openyak/desktop --skill pipeline-review-openyak

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analyzes your sales pipeline to identify high-priority deals and expose risks, saving time during weekly reviews.

Core Features & Use Cases

  • Health check: flag stale or stuck deals and hygiene issues like missing or inconsistent close dates.
  • Prioritization: rank deals by impact and closability to guide where to focus.
  • Actionable weekly plan: generate a focused set of next steps and recommendations.
  • Flexible data input: ingest CSV exports, pasted deal descriptions, or CRM-connected pipelines.

Quick Start

Upload a CSV pipeline export or paste your deals, then run the analysis to receive a prioritized weekly action plan.

Frequently Asked Questions about pipeline-review

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

FAQPage Schema
How do I prioritize my sales pipeline and flag deal risks for weekly reviews?▼

Prioritize your sales pipeline and flag risks by analyzing deal health to rank opportunities by impact and closability. This generates a structured weekly action plan highlighting stale deals, hygiene issues, and next steps.

Can I analyze a CSV export of my CRM pipeline to identify stuck deals?▼

You can analyze CRM pipeline data by uploading a CSV export or pasting deal lists directly. The analysis identifies stuck deals, missing close dates, and inconsistent hygiene issues to produce a focused weekly action plan.

What is pipeline hygiene and how does health scoring expose sales risks?▼

Pipeline hygiene involves checking for missing data, stale deals, and inconsistent close dates. Health scoring evaluates these factors to expose risks, allowing you to prioritize deals by impact and closability for your weekly review.

What is the best way to generate a weekly sales action plan from pasted deal lists?▼

Generate a weekly sales action plan by pasting deal lists or uploading a CSV for analysis. The tool ranks deals by impact and closability, flags hygiene risks, and outputs a structured set of next steps and recommendations.

Does this pipeline analysis tool require a direct CRM connection to work?▼

Pipeline analysis does not require a direct CRM connection. You can run standalone analysis using CSV exports, pasted deal descriptions, or CRM-connected pipelines to evaluate health and prioritize deals.

How do I find missing or inconsistent close dates in my sales pipeline data?▼

Find missing or inconsistent close dates by running a pipeline health check on your CSV export or pasted deals. The analysis flags hygiene issues and stale deals, prioritizing your pipeline by impact and closability.

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