weekly-pipeline-report

What problem does it solve?

Sales VPs and revenue operations teams waste hours every Monday manually compiling HubSpot pipeline data, calculating week-over-week metrics, and identifying hidden deal risks to prepare for pipeline reviews, leading to delayed insights and missed early warning signs of slippage.

Core Features & Use Cases

• Segment-aware metric tracking: Automatically calculates total open pipeline, weighted pipeline, deal count, and average deal size by custom segment (e.g. Enterprise, Mid-Market, SMB) with week-over-week movement direction labels for every metric to surface cross-segment performance gaps.
• Automated risk and motion identification: Surfaces the top 3 deals moving pipeline numbers the most and the top 3 quiet risks (e.g. stage regression, repeated close date pushes, dormant high-value deals) that are easy to miss in aggregate views.
• Customizable formatted output: Generates a concise, hedge-free one-page markdown brief formatted for quick consumption in Slack #pipeline-review channels or Monday leadership threads, with a single recommended action for the VP to take into the review. Use case: A RevOps manager can run this skill every Monday morning to produce a consistent, data-driven pre-read for the sales VP, cutting down report prep time from 2+ hours to under 5 minutes.

Quick Start

Use the weekly-pipeline-report skill to generate this week's pipeline brief by providing your current HubSpot pipeline snapshot, last week's pipeline snapshot, and your team's segment mapping file.