review-pipeline

Official

Analyze pipeline health & prioritize deals.

Authorpropane-ai
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps sales professionals by analyzing their sales pipeline to identify high-priority deals, flag potential risks, and ensure data hygiene, ultimately leading to a more focused and effective sales strategy.

Core Features & Use Cases

  • Pipeline Health Analysis: Assesses deals based on stage progression, activity, close dates, and contact coverage.
  • Deal Prioritization: Ranks deals by factors like close date, deal size, stage, activity, and risk.
  • Risk Flagging: Identifies stale, stuck, past-due, or single-threaded deals.
  • Hygiene Audit: Checks for missing critical information like close date, amount, next step, or primary contact.
  • Action Planning: Generates a weekly action plan to guide sales focus.
  • Use Case: A sales manager can use this skill to get a quick overview of their team's pipeline health, identify the top 5 deals to focus on for the week, and understand which deals might be at risk of slipping.

Quick Start

Analyze my pipeline health and provide a weekly action plan.

Dependency Matrix

Required Modules

None required

Components

references

💻 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: review-pipeline
Download link: https://github.com/propane-ai/kits/archive/main.zip#review-pipeline

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