Pipeline Review
Run a weekly CRM pipeline review that ranks deals, flags stale or at-risk opportunities, and outputs a focused action plan from CSV or pasted deal data.
Overview
pipeline-review is an agent skill for the Grow phase that analyzes sales pipeline health and delivers prioritization, risk flags, and a weekly action plan.
Install
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill pipeline-reviewWhat is this skill?
- Standalone flow: CRM CSV upload or pasted deal list without required connectors
- Health check for stale, stuck, and at-risk opportunities
- Prioritization by impact and closability
- Hygiene audit: missing fields, bad close dates, single-threaded deals
- Weekly action plan summarizing where to focus
- Five standalone pipeline capabilities: CSV upload, health check, prioritization, hygiene audit, weekly action plan
Adoption & trust: 1.4k installs on skills.sh; 19.6k GitHub stars; 3/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have a messy CRM export and no clear view of which deals are stale, risky, or worth your time this week.
Who is it for?
Founder-led SaaS sellers doing weekly reviews from HubSpot, Salesforce, or spreadsheet exports.
Skip if: Pure product engineering work with no active sales pipeline or teams that already have dedicated RevOps dashboards and SLAs.
When should I use this skill?
Running a weekly pipeline review, deciding which deals to focus on, spotting stale or stuck opportunities, auditing hygiene issues, or identifying single-threaded deals.
What do I get? / Deliverables
You receive ranked deals, hygiene findings, and a weekly action plan you can execute without rebuilding reports manually.
- Prioritized deal ranking
- Risk and hygiene findings
- Weekly action plan
Recommended Skills
Journey fit
Pipeline prioritization compounds revenue and retention work, which maps to Grow rather than initial product build. Lifecycle fits recurring deal hygiene, follow-ups, and stage movement for active opportunities.
How it compares
Structured /pipeline-review ritual over one-off chat questions about deal priority.
Common Questions / FAQ
Who is pipeline-review for?
Solo builders and small teams running B2B sales who want agent-driven pipeline triage from CRM data.
When should I use pipeline-review?
Use it in Grow during weekly pipeline meetings, when choosing focus deals, spotting stuck opportunities, or auditing close-date and contact hygiene.
Is pipeline-review safe to install?
Avoid pasting sensitive customer PII until you trust the environment; check the Security Audits panel on this page and prefer redacted CSVs when unsure.
SKILL.md
READMESKILL.md - Pipeline Review
# /pipeline-review > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../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 ```markdown # 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 Periodicall