Activate for: pipeline, pipeline review, pipeline analysis, pipeline report, forecast, sales forecast, deal review, deal health, at risk deals, stalled deals, pipeline hygiene, win rate, close rate, pipeline by stage, weighted pipeline, coverage ratio, pipeline gap, revenue forecast, quarterly forecast. NOT for: lead scoring (use lead-scoring), prospect research (use prospect-research), weekly revenue dashboard (use revenue-reporting-agent), campaign performance (use performance-analysis).
npx claudepluginhub panaversity/agentfactory-business-plugins --plugin sales-revops-marketingThis skill uses the workspace's default tool permissions.
Pull from CRM via MCP or accept pasted export containing:
Analyze sales pipeline health, forecast accuracy, deal velocity, and conversion rates to identify bottlenecks and improve win rates.
Analyzes sales pipeline from CRM CSVs or integrations: prioritizes deals, flags stale/stuck risks and hygiene issues like bad close dates, generates weekly action plans.
Smart pipeline analytics that learns from deal outcomes over time — identify patterns, predict risks, and surface coaching opportunities from pipeline data. Use this skill whenever a manager wants pipeline insights beyond basic reporting, when analyzing conversion rates, deal velocity, or stage progression, when someone says "why are we losing deals at stage X", "what's wrong with our pipeline", "pipeline trends", or when building data-driven coaching strategies. Also trigger when someone mentions pipeline health, deal velocity, conversion analysis, or RevOps analytics. This is the layer that turns pipeline data into actionable intelligence.
Share bugs, ideas, or general feedback.
Pull from CRM via MCP or accept pasted export containing:
DIMENSION 1: Pipeline Health
DIMENSION 2: Risk Identification Flag as AT RISK if any of:
Flag as STALLED if:
For each stalled deal: calculate what percentage of the remaining quota gap this deal represents. This quantifies the impact of losing it and determines whether replacement pipeline is needed.
DIMENSION 3: Forecast Accuracy
DIMENSION 4: Source Analysis
SUMMARY Total pipeline: [X] Weighted pipeline: [X] Coverage ratio: [X]x quota Deals in pipeline: [N] across [N] stages
STAGE BREAKDOWN [Stage name]: [N] deals | [X] total | avg [X] | avg [N] days in stage
FORECAST THIS QUARTER Committed (>80% probability): [X] -- [N] deals Likely (50-80%): [X] -- [N] deals Upside (<50%): [X] -- [N] deals Realistic forecast: [X]
AT-RISK DEALS -- IMMEDIATE ACTION REQUIRED [Deal name] | [X] | [Stage] | Last activity: [N] days ago Risk: [Specific reason] | Action: [Specific recommended next step]
STALLED DEALS -- REVIEW OR REMOVE [Deal name] | [X] | Stalled [N] days | Recommend: [action / close lost]
TOP 5 DEALS TO CLOSE THIS QUARTER [Rank] [Deal] | [X] | [Stage] | [Close date] | [Confidence signal] Next action: [Specific]
PIPELINE GAPS [If coverage ratio is below 3x]: Pipeline gap: [X] Source recommendations to fill gap: [Which channels/campaigns are generating the best pipeline per invested]
WINS THIS PERIOD [N] deals closed | [X] total | Win rate: [X]% | Avg cycle: [N] days