stage-integrity-audit
CommunityAudit CRM stage hygiene before changes.
Data & Analytics#data governance#human review#pipeline audit#forecast accuracy#stage integrity#crm hygiene#hubspot stage history
Authort0ddc3by
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Prevents forecast distortion by detecting CRM stage integrity issues like stage skipping, backward movement, and stale stages before anyone applies CRM edits.
Core Features & Use Cases
- Stage Integrity Detection: Flags deals where stage progression appears inconsistent with expected real-time movement (multi-stage jumps, regressions).
- Stale Stage Identification: Surfaces deals stuck in the same stage beyond a 2x historical median baseline for the stage and segment.
- Human-Review Audit Output: Produces an audit report with recommended actions, explicitly designed to require manager/CRM admin confirmation and never updates CRM autonomously.
Quick Start
Run the stage-integrity-audit skill for your HubSpot deals by asking: "stage integrity audit for Q2 pipeline."
Dependency Matrix
Required Modules
None requiredComponents
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: stage-integrity-audit Download link: https://github.com/t0ddc3by/claude-for-customer-success/archive/main.zip#stage-integrity-audit Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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