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pipeline-review

Self-hosted alternatives to pipeline-review

5 self-hosted AI Skills apps to use instead, best rated first.

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About pipeline-review

P

pipeline-review

Stage-by-stage pipeline health check

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.

View pipeline-reviewAll AI Skills apps
Price
Free
Made by
anthropics
Category
AI Skills
Website
github.com/anthropics/knowledge-work-plugins/pipeline-review