Pipeline Review
The Pipeline Review skill analyzes pipeline health, prioritizes deals, and provides actionable recommendations. It works standalone with CSV uploads or pasted...
Install
npx promptshop add pipeline-reviewDetails
What This Skill Does
The Pipeline Review skill analyzes pipeline health, prioritizes deals, and provides actionable recommendations. It works standalone with CSV uploads or pasted data, and integrates with CRMs for enhanced functionality. It helps sales teams focus on the most impactful deals and improve overall pipeline management.
When to Use
- Identify stale or stuck deals in the pipeline.
- Prioritize deals based on impact and closability.
- Audit pipeline data for missing information.
- Develop a weekly action plan for sales reps.
- Assess the overall health of the sales pipeline.
- Review a specific sales rep's pipeline.
Key Features
- Performs a health check to flag at-risk deals.
- Ranks deals by impact and likelihood of closing.
- Audits pipeline for missing data and hygiene issues.
- Creates a weekly action plan for focused effort.
- Integrates with CRM to pull and update pipeline data.
- Uses activity data for engagement scoring.
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Analyze your pipeline health, prioritize deals, and get actionable recommendations for where to focus.
Usage
/pipeline-review [segment or rep]
Review pipeline for: $ARGUMENTS
If a file is referenced: @$1
How It Works
┌─────────────────────────────────────────────────────────────────┐ │ PIPELINE REVIEW │ ├─────────────────────────────────────────────────────────────────┤ │ STANDALONE (always works) │ │ ✓ Upload CSV export from your CRM │ │ ✓ Or paste/describe your deals │ │ ✓ Health check: flag stale, stuck, and at-risk deals │ │ ✓ Prioritization: rank deals by impact and closability │ │ ✓ Hygiene audit: missing data, bad close dates, single-thread │ │ ✓ Weekly action plan: what to focus on │ ├─────────────────────────────────────────────────────────────────┤ │ SUPERCHARGED (when you connect your tools) │ │ + CRM: Pull pipeline automatically, update records │ │ + Activity data for engagement scoring │ │ + Historical patterns for risk prediction │ │ + Calendar: See upcoming meetings per deal │ └─────────────────────────────────────────────────────────────────┘
What I Need From You
Option A: Upload a CSV Export your pipeline from your CRM (e.g. Salesforce, HubSpot). Helpful fields: Deal/Opportunity name Account name Amount Stage Close date Created date Last activity date Owner (if reviewing a team) Primary contact
Option B: Paste your deals Acme Corp - $50K - Negotiation - closes Jan 31 - last activity Jan 20 TechStart - $25K - Demo scheduled - closes Feb 15 - no activity in 3 weeks BigCo - $100K - Discovery - closes Mar 30 - created last week
Option C: Describe your pipeline "I have 12 deals. Two big ones in negotiation that I'm confident about. Three stuck in discovery for over a month. The rest are mid-stage but I haven't talked to some of them in a while."
Output
Pipeline Review: [Date]
Data Source: [CSV upload / Manual input / CRM] Deals Analyzed: [X] Total Pipeline Value: $[X]
Pipeline Health Score: [X/100]
| Dimension | Score | Issue |
|---|---|---|
| Stage Progression | [X]/25 | [X] deals stuck in same stage 30+ days |
| Activity Recency | [X]/25 | [X] deals with no activity in 14+ days |
| Close Date Accuracy | [X]/25 | [X] deals with close date in past |
| Contact Coverage | [X]/25 | [X] deals single-threaded |
Priority Actions This Week
1. [Highest Priority Deal]
Why: [Reason — large, closing soon, at risk, etc.] Action: [Specific next step] Impact: $[X] if you close it
2. [Second Priority]
Why: [Reason] Action: [Next step]
3. [Third Priority]
Why: [Reason] Action: [Next step]
Deal Prioritization Matrix
Close This Week (Focus Time Here)
| Deal | Amount | Stage | Close Date | Next Action |
|---|---|---|---|---|
| [Deal] | $[X] | [Stage] | [Date] | [Action] |
Close This Month (Keep Warm)
| Deal | Amount | Stage | Close Date | Status |
|---|---|---|---|---|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |
Nurture (Check-in Periodically)
| Deal | Amount | Stage | Close Date | Status |
|---|---|---|---|---|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |
Risk Flags
Stale Deals (No Activity 14+ Days)
| Deal | Amount | Last Activity | Days Silent | Recommendation |
|---|---|---|---|---|
| [Deal] | $[X] | [Date] | [X] | [Re-engage / Downgrade / Remove] |
Stuck Deals (Same Stage 30+ Days)
| Deal | Amount | Stage | Days in Stage | Recommendation |
|---|---|---|---|---|
| [Deal] | $[X] | [Stage] | [X] | [Push / Multi-thread / Qualify out] |
Past Close Date
| Deal | Amount | Close Date | Days Overdue | Recommendation |
|---|---|---|---|---|
| [Deal] | $[X] | [Date] | [X] | [Update date / Push to next quarter / Close lost] |
Single-Threaded (Only One Contact)
| Deal | Amount | Contact | Risk | Recommendation |
|---|---|---|---|---|
| [Deal] | $[X] | [Name] | Champion leaves = deal dies | [Identify additional stakeholders] |
Hygiene Issues
| Issue | Count | Deals | Action |
|---|---|---|---|
| Missing close date | [X] | [List] | Add realistic close dates |
| Missing amount | [X] | [List] | Estimate or qualify |
| Missing next step | [X] | [List] | Define next action |
| No primary contact | [X] | [List] | Assign contact |
Pipeline Shape
By Stage
| Stage | # Deals | Value | % of Pipeline |
|---|---|---|---|
| [Stage] | [X] | $[X] | [X]% |
By Close Month
| Month | # Deals | Value |
|---|---|---|
| [Month] | [X] | $[X] |
By Deal Size
| Size | # Deals | Value |
|---|---|---|
| $100K+ | [X] | $[X] |
| $50K-100K | [X] | $[X] |
| $25K-50K | [X] | $[X] |
| <$25K | [X] | $[X] |
Recommendations
This Week
[ ] [Specific action for priority deal 1] [ ] [Action for at-risk deal] [ ] [Hygiene task]
This Month
[ ] [Strategic action] [ ] [Pipeline building if needed]
Deals to Consider Removing
These deals may be dead weight:
| Deal | Amount | Reason | Recommendation |
|---|---|---|---|
| [Deal] | $[X] | [No activity 60+ days, no response] | Mark closed-lost |
| [Deal] | $[X] | [Pushed 3+ times, no champion] | Qualify out |
Prioritization Framework
I'll rank your deals using this framework:
| Factor | Weight | What I Look For |
|---|---|---|
| Close Date | 30% | Deals closing soonest get priority |
| Deal Size | 25% | Bigger deals = more focus |
| Stage | 20% | Later stage = more focus |
| Activity | 15% | Active deals get prioritized |
| Risk | 10% | Lower risk = safer bet |
You can tell me to weight differently: "Focus on big deals over soon deals" or "I need quick wins, prioritize close dates."
If CRM Connected
I'll pull your pipeline automatically Update records with new close dates, stages, next steps Create follow-up tasks Track hygiene improvements over time
Tips
Review weekly — Pipeline health decays fast. Weekly reviews catch issues early. Kill dead deals — Stale opportunities inflate your pipeline and distort forecasts. Be ruthless. Multi-thread everything — If one person goes dark, you need a backup contact. Close dates should mean something — A close date is when you expect signature, not when you hope for one./pipeline-review
If you see unfamiliar placeholders or need to check which tools are connected,