/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

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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                     │
└─────────────────────────────────────────────────────────────────┘

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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."

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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
[ ] [Specific action for priority deal 1]
[ ] [Action for at-risk deal]
[ ] [Hygiene task]

This Month
[ ] [Strategic action]
[ ] [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 |

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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."

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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

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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.