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pipeline-reviewPurpose, usage and source

Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly pipeline review", "which deals should I focus on this week", "any stale or stuck deals", "which deals have past close dates", "which deals are single-threaded", or "check my pipeline coverage against my number".

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
sales/skills/pipeline-review/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
Data
Last collected

License: License file needs review

Source SKILL.md

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly pipeline review", "which deals should I focus on this week", "any stale or stuck deals", "which deals have past close dates", "which deals are single-threaded", or "check my pipeline coverage against my number".

How the upstream workflow works

Step 1 - Ground

Check which tools are connected (plus any org facts the user or the project instructions already gave). Ground pipeline stage definitions + exit criteria, field names, and average deal size / cycle length (for coverage math) from the live crm schema and org context (inferred from what is connected or uploaded; if the answer depends on a fact no one has given, ask ONE question, use the answer for this conversation and suggest adding it to the project instructions; otherwise use a clearly labeled default and continue). Link every record referenced; quote values as read. Empty personal scope: fail fast and ask, never silently widen.

Upstream passage · L36 ↗

Step 2 - Pull opportunities

From the CRM: open opps in scope closing this period (stage, amount, close date, created date, next step, last activity, owner, type), ordered by stage and close date. Also the last 2 quarters of closed opps (stage, won/lost, amount, dates) for conversion baselines.

Upstream passage · L43 ↗

Step 3 - Stage rollup

Per stage (using the org's own stage names): count and $ sum; average age in stage (stage-entry history where the CRM exposes it, created-date age otherwise - say which); count with blank next step; count with no activity in 14+ days.

Upstream passage · L50 ↗
Upstream passage · ↗
tiers:
  files-only:   full review from an uploaded pipeline export (+ prior
                export for slip detection); history-based flags noted
                absent
  read-only:    live crm pull with history, contact roles, baselines
  gated-writes: none - fixes hand off to update-opportunity

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
36baa5f9c9a64a4c9eb036676ebe6af7a2ebd168e4f21ac1bf3c385ad2e47028
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