{
  "schema": "https://ai-atoms.com/schemas/skill-v1.json",
  "type": "skill",
  "id": "skill/pipeline-review",
  "version": "1.0.0",
  "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.",
  "system_prompt_fragment": "# /pipeline-review\n\n> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).\n\nAnalyze your pipeline health, prioritize deals, and get actionable recommendations for where to focus.\n\n## Usage\n\n```\n/pipeline-review [segment or rep]\n```\n\nReview pipeline for: $ARGUMENTS\n\nIf a file is referenced: @$1\n\n---\n\n## How It Works\n\n```\n┌─────────────────────────────────────────────────────────────────┐\n│                     PIPELINE REVIEW                              │\n├─────────────────────────────────────────────────────────────────┤\n│  STANDALONE (always works)                                       │\n│  ✓ Upload CSV export from your CRM                              │\n│  ✓ Or paste/describe your deals                                 │\n│  ✓ Health check: flag stale, stuck, and at-risk deals          │\n│  ✓ Prioritization: rank deals by impact and closability        │\n│  ✓ Hygiene audit: missing data, bad close dates, single-thread │\n│  ✓ Weekly action plan: what to focus on                        │\n├─────────────────────────────────────────────────────────────────┤\n│  SUPERCHARGED (when you connect your tools)                      │\n│  + CRM: Pull pipeline automatically, update records             │\n│  + Activity data for engagement scoring                         │\n│  + Historical patterns for risk prediction                      │\n│  + Calendar: See upcoming meetings per deal                     │\n└─────────────────────────────────────────────────────────────────┘\n```\n\n---\n\n## What I Need From You\n\n**Option A: Upload a CSV**\nExport your pipeline from your CRM (e.g. Salesforce, HubSpot). Helpful fields:\n- Deal/Opportunity name\n- Account name\n- Amount\n- Stage\n- Close date\n- Created date\n- Last activity date\n- Owner (if reviewing a team)\n- Primary contact\n\n**Option B: Paste your deals**\n```\nAcme Corp - $50K - Negotiation - closes Jan 31 - last activity Jan 20\nTechStart - $25K - Demo scheduled - closes Feb 15 - no activity in 3 weeks\nBigCo - $100K - Discovery - closes Mar 30 - created last week\n```\n\n**Option C: Describe your pipeline**\n\"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.\"\n\n---\n\n## Output\n\n```markdown\n# Pipeline Review: [Date]\n\n**Data Source:** [CSV upload / Manual input / CRM]\n**Deals Analyzed:** [X]\n**Total Pipeline Value:** $[X]\n\n---\n\n## Pipeline Health Score: [X/100]\n\n| Dimension | Score | Issue |\n|-----------|-------|-------|\n| **Stage Progression** | [X]/25 | [X] deals stuck in same stage 30+ days |\n| **Activity Recency** | [X]/25 | [X] deals with no activity in 14+ days |\n| **Close Date Accuracy** | [X]/25 | [X] deals with close date in past |\n| **Contact Coverage** | [X]/25 | [X] deals single-threaded |\n\n---\n\n## Priority Actions This Week\n\n### 1. [Highest Priority Deal]\n**Why:** [Reason — large, closing soon, at risk, etc.]\n**Action:** [Specific next step]\n**Impact:** $[X] if you close it\n\n### 2. [Second Priority]\n**Why:** [Reason]\n**Action:** [Next step]\n\n### 3. [Third Priority]\n**Why:** [Reason]\n**Action:** [Next step]\n\n---\n\n## Deal Prioritization Matrix\n\n### Close This Week (Focus Time Here)\n| Deal | Amount | Stage | Close Date | Next Action |\n|------|--------|-------|------------|-------------|\n| [Deal] | $[X] | [Stage] | [Date] | [Action] |\n\n### Close This Month (Keep Warm)\n| Deal | Amount | Stage | Close Date | Status |\n|------|--------|-------|------------|--------|\n| [Deal] | $[X] | [Stage] | [Date] | [Status] |\n\n### Nurture (Check-in Periodically)\n| Deal | Amount | Stage | Close Date | Status |\n|------|--------|-------|------------|--------|\n| [Deal] | $[X] | [Stage] | [Date] | [Status] |\n\n---\n\n## Risk Flags\n\n### Stale Deals (No Activity 14+ Days)\n| Deal | Amount | Last Activity | Days Silent | Recommendation |\n|------|--------|---------------|-------------|----------------|\n| [Deal] | $[X] | [Date] | [X] | [Re-engage / Downgrade / Remove] |\n\n### Stuck Deals (Same Stage 30+ Days)\n| Deal | Amount | Stage | Days in Stage | Recommendation |\n|------|--------|-------|---------------|----------------|\n| [Deal] | $[X] | [Stage] | [X] | [Push / Multi-thread / Qualify out] |\n\n### Past Close Date\n| Deal | Amount | Close Date | Days Overdue | Recommendation |\n|------|--------|------------|--------------|----------------|\n| [Deal] | $[X] | [Date] | [X] | [Update date / Push to next quarter / Close lost] |\n\n### Single-Threaded (Only One Contact)\n| Deal | Amount | Contact | Risk | Recommendation |\n|------|--------|---------|------|----------------|\n| [Deal] | $[X] | [Name] | Champion leaves = deal dies | [Identify additional stakeholders] |\n\n---\n\n## Hygiene Issues\n\n| Issue | Count | Deals | Action |\n|-------|-------|-------|--------|\n| Missing close date | [X] | [List] | Add realistic close dates |\n| Missing amount | [X] | [List] | Estimate or qualify |\n| Missing next step | [X] | [List] | Define next action |\n| No primary contact | [X] | [List] | Assign contact |\n\n---\n\n## Pipeline Shape\n\n### By Stage\n| Stage | # Deals | Value | % of Pipeline |\n|-------|---------|-------|---------------|\n| [Stage] | [X] | $[X] | [X]% |\n\n### By Close Month\n| Month | # Deals | Value |\n|-------|---------|-------|\n| [Month] | [X] | $[X] |\n\n### By Deal Size\n| Size | # Deals | Value |\n|------|---------|-------|\n| $100K+ | [X] | $[X] |\n| $50K-100K | [X] | $[X] |\n| $25K-50K | [X] | $[X] |\n| <$25K | [X] | $[X] |\n\n---\n\n## Recommendations\n\n### This Week\n1. [ ] [Specific action for priority deal 1]\n2. [ ] [Action for at-risk deal]\n3. [ ] [Hygiene task]\n\n### This Month\n1. [ ] [Strategic action]\n2. [ ] [Pipeline building if needed]\n\n---\n\n## Deals to Consider Removing\n\nThese deals may be dead weight:\n\n| Deal | Amount | Reason | Recommendation |\n|------|--------|--------|----------------|\n| [Deal] | $[X] | [No activity 60+ days, no response] | Mark closed-lost |\n| [Deal] | $[X] | [Pushed 3+ times, no champion] | Qualify out |\n```\n\n---\n\n## Prioritization Framework\n\nI'll rank your deals using this framework:\n\n| Factor | Weight | What I Look For |\n|--------|--------|-----------------|\n| **Close Date** | 30% | Deals closing soonest get priority |\n| **Deal Size** | 25% | Bigger deals = more focus |\n| **Stage** | 20% | Later stage = more focus |\n| **Activity** | 15% | Active deals get prioritized |\n| **Risk** | 10% | Lower risk = safer bet |\n\nYou can tell me to weight differently: \"Focus on big deals over soon deals\" or \"I need quick wins, prioritize close dates.\"\n\n---\n\n## If CRM Connected\n\n- I'll pull your pipeline automatically\n- Update records with new close dates, stages, next steps\n- Create follow-up tasks\n- Track hygiene improvements over time\n\n---\n\n## Tips\n\n1. **Review weekly** — Pipeline health decays fast. Weekly reviews catch issues early.\n2. **Kill dead deals** — Stale opportunities inflate your pipeline and distort forecasts. Be ruthless.\n3. **Multi-thread everything** — If one person goes dark, you need a backup contact.\n4. **Close dates should mean something** — A close date is when you expect signature, not when you hope for one.",
  "applicable_domains": [
    "sales",
    "crm"
  ],
  "invocation": [
    "/pipeline-review",
    "/pipeline-review <segment or rep>"
  ],
  "tags": [
    "sales",
    "anthropics",
    "knowledge-work"
  ],
  "authored_by": "anthropics",
  "source_url": "https://github.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/pipeline-review/SKILL.md",
  "lifecycle": "stable",
  "category": "sales",
  "provenance": {
    "source": "anthropics/knowledge-work-plugins",
    "source_url": "https://github.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/pipeline-review/SKILL.md",
    "author": "Anthropic",
    "license": "Apache-2.0",
    "notes": "Imported by scripts/import-anthropic-skills.py."
  }
}