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pipeline-snapshot

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One-command pipeline health snapshot

Marketing & Sales#sales#crm#pipeline#snapshot#deal-health#attio
AuthorMitchellkellerLG
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Provides a single, actionable view of pipeline health so sales teams can identify neglected deals, prioritize outreach, and surface revenue at risk without digging through individual records or the UI.

Core Features & Use Cases

  • Pulls all active deals from Attio, resolves linked company names, fetches the most recent note per deal, and counts open tasks to compute days inactive and urgency tiers.
  • Classifies deals into Hot/Active/Stale/Cold/Dead with a configurable inactivity threshold, ranks deals by urgency and value, and highlights overdue tasks and deals needing action.
  • Use cases: weekly pipeline reviews, Monday standups, pre-call prep, or ad hoc health checks for a specific stage with optional export to a markdown file.

Quick Start

Show me the pipeline snapshot for all active deals and export it to a markdown file.

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-snapshot
Download link: https://github.com/MitchellkellerLG/attio-cli/archive/main.zip#pipeline-snapshot

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