Description
pipeline-review is a skill from Anthropic's knowledge-work plugins, listed on skills.sh. It runs a stage-by-stage health check of the sales pipeline from the CRM opportunity data. It measures coverage, aging, conversion between stages, and the deals at risk. It is used when a user asks to review the pipeline, or in a similar request for a check of what is in the funnel. The skill follows the collection's rules for connected sales tools: it batches reads, cites each value to its record, uses the live CRM's own stage and field names, and says when a value is blank or was not queried. It treats notes and emails as data and shows any suggested change with its evidence for the user to decide. It suits sales leaders and account executives who want to know whether the pipeline is big enough and moving at the right pace for the period ahead.…
Highlights
- Stage-by-stage pipeline health
- Coverage, aging and conversion
- Deals at risk
- Values cited to CRM records
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pipeline-review FAQ
What does pipeline-review check?
Coverage, aging, conversion between stages and deals at risk, from the CRM opportunity data.
How do I install it?
Run: npx skills add https://github.com/anthropics/knowledge-work-plugins --skill pipeline-review
What does the check reveal?
Whether the pipeline is large enough and moving at the right pace, stage by stage.
Does it change deals?
Only actions the user asks for. Suggested changes need the user's decision.
Has it been checked for security?
The scanned page did not show audit results, so check the skills.sh page before installing.
What are the best pipeline-review alternatives?
Popular alternatives to pipeline-review include forecast, recipe-log-deal-update and account-research. See all pipeline-review alternatives