pipeline-review

name pipeline-review description Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan. Use when running a weekly pipeline review, deciding which deals to focus on this week, spotting stale or stuck opportunities, auditing for hygiene issues like bad close dates, or identifying single-threaded deals. argument-hint <segment or rep> /pipeline-review 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 1. [ ] [Specific action for priority deal 1] 2. [ ] [Action for at-risk deal] 3. [ ] [Hygiene task] ### This Month 1. [ ] [Strategic action] 2. [ ] [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.