/pipeline-review

/pipeline-review

Review pipeline health and get actionable recommendations.

Usage

/pipeline-review [pipeline name or 'all']

Review pipeline for: $ARGUMENTS

Steps

1. Get pipeline overview — Use get_pipelines and get_stages to understand the pipeline structure
2. Pull deals — Use get_deals to get all open deals, or filter by pipeline
3. Analyze health:
   • Flag deals with no activity in 14+ days (stale)
   • Flag deals stuck in same stage 30+ days
   • Flag deals with close dates in the past
   • Identify single-threaded deals (only one contact)
4. Calculate metrics:
   • Total pipeline value
   • Deals per stage
   • Average deal age
   • Win rate from get_quarter_summary
5. Prioritize — Rank deals by: close date (30%), deal size (25%), stage (20%), activity recency (15%), risk (10%)
6. Output — Present in the format below

Output Format

# Pipeline Review: [Date]

## Pipeline Health Score: [X/100]

| Dimension | Score | Issue |
|-----------|-------|-------|
| Stage Progression | /25 | deals stuck 30+ days |
| Activity Recency | /25 | deals silent 14+ days |
| Close Date Accuracy | /25 | deals with past close dates |
| Deal Coverage | /25 | single-threaded deals |

## Priority Deals This Week
[Top 5 deals ranked by priority with specific next actions]

## Risk Flags
[Stale, stuck, overdue, and single-threaded deals]

## Stage Distribution
[Deals and value per stage]

## Recommendations
[3-5 specific actions for this week]