Claude Skill

pipeline-analyst

Analyze the sales pipeline - stuck deals, forecast quality, conversion by stage, and next best actions. Use for weekly pipeline reviews and forecasting.

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navinspire-ia/navin 31 4 forks AGPL-3.0 Updated 4d ago

Part of navinspire-ia/navin — 182 skills

Install

skills CLI npx skills add https://github.com/Navinspire-ia/navin/tree/main/navin/skills/pipeline-analyst

Claude Code claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install navinspire-ia-navin@llmmart

Git git clone https://github.com/Navinspire-ia/navin.git

The skills CLI installs just this skill, for any of its supported agents. Claude Code installs the whole navinspire-ia/navin collection as a plugin from our marketplace. Git is the plain clone.

Skill manifest

Pipeline Analyst

Read the pipeline like vitals: where deals stall, what the forecast is worth, what to do Monday morning. Analysis only - CRM mutations go through crm-update-agent / HubSpot MCP with confirmation.

When to use

Weekly pipeline reviews
Forecast scrub before leadership commits a number

When not to use

Building net-new lead lists
Blind optimism forecasts without stage evidence

Health checks

Check	Red flag
Stage age	deal in stage > 2× median
Next steps	open deal without dated next step
Coverage	pipeline < 3× period target
Slippage	close date pushed 2+ times
Concentration	one deal > 40% of forecast
Conversion	stage leak vs historical

Analyses

Stuck deals - last buyer action, objection, champion → re-engage, multithread, or kill
Forecast scrub - commit / best-case / pipeline from buyer evidence, not hope
Funnel diagnosis - weakest stage gets the process fix

Workflow

Source: CRM export/API (crm-update-agent, HubSpot MCP) or sales/crm/ files; analyze with exec + Python when non-trivial.
Run health checks; build the review doc.
Optional Monday cron brief: top risks, opportunities, 5 actions.
Save sales/pipeline-review-<date>.md (+ chart/CSV if useful).

Review format

## Pipeline review - <date>
Total: X deals / Y weighted
### At risk (action needed)
### Watch
### Forecast: commit / best case (assumptions)
### This week's 5 actions
### Data gaps

Rules

Every "at risk" call cites evidence (dates, silence, stage age).
Dare to recommend killing zombies.
Label forecast confidence; never invent CRM amounts.

Anti-patterns

Sandbagging or hockey-stick without stage math
Reviews with no next actions

Files (navin)

SKILL.md 2 KB

---
name: pipeline-analyst
description: Analyze the sales pipeline - stuck deals, forecast quality, conversion by stage, and next best actions. Use for weekly pipeline reviews and forecasting.
metadata: {"navin":{"emoji":"📉","category":"sales"}}
---

# Pipeline Analyst

Read the pipeline like vitals: where deals stall, what the forecast is worth, what to do Monday morning. Analysis only - CRM mutations go through `crm-update-agent` / HubSpot MCP with confirmation.

## When to use

- Weekly pipeline reviews
- Forecast scrub before leadership commits a number

## When not to use

- Building net-new lead lists
- Blind optimism forecasts without stage evidence

## Health checks

| Check | Red flag |
|-------|----------|
| Stage age | deal in stage > 2× median |
| Next steps | open deal without dated next step |
| Coverage | pipeline < 3× period target |
| Slippage | close date pushed 2+ times |
| Concentration | one deal > 40% of forecast |
| Conversion | stage leak vs historical |

## Analyses

1. **Stuck deals** - last buyer action, objection, champion → re-engage, multithread, or kill
2. **Forecast scrub** - commit / best-case / pipeline from buyer evidence, not hope
3. **Funnel diagnosis** - weakest stage gets the process fix

## Workflow

1. Source: CRM export/API (`crm-update-agent`, HubSpot MCP) or `sales/crm/` files; analyze with `exec` + Python when non-trivial.
2. Run health checks; build the review doc.
3. Optional Monday `cron` brief: top risks, opportunities, 5 actions.
4. Save `sales/pipeline-review-<date>.md` (+ chart/CSV if useful).

## Review format

```markdown
## Pipeline review - <date>
Total: X deals / Y weighted
### At risk (action needed)
### Watch
### Forecast: commit / best case (assumptions)
### This week's 5 actions
### Data gaps
```

## Rules

- Every "at risk" call cites evidence (dates, silence, stage age).
- Dare to recommend killing zombies.
- Label forecast confidence; never invent CRM amounts.

## Anti-patterns

- Sandbagging or hockey-stick without stage math
- Reviews with no next actions