Pipeline Review
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.
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# /pipeline-review > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../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 --- ## 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 │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## 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." --- ## Output ```markdown # 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 1. [ ] [Specific action for priority deal 1] 2. [ ] [Action for at-risk deal] 3. [ ] [Hygiene task] ### This Month 1. [ ] [Strategic action] 2. [ ] [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 | ``` --- ## 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." --- ## 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 --- ## Tips 1. **Review weekly** — Pipeline health decays fast. Weekly reviews catch issues early. 2. **Kill dead deals** — Stale opportunities inflate your pipeline and distort forecasts. Be ruthless. 3. **Multi-thread everything** — If one person goes dark, you need a backup contact. 4. **Close dates should mean something** — A close date is when you expect signature, not when you hope for one.
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