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Analyze pipeline health from CSV, Sheets, or CRM data. This skill should stay usable for weekly reviews even when the team operates from Sheets or exports rather than a live CRM.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Plan, review, and then assemble a stakeholder-ready dashboard package from the current analysis run, with a native interactive canvas experience.
Data analysis skill hub. Routes to the right specialist subskill depending on the request — exploration, query writing, end-to-end analysis, visualization, validation, dashboard planning plus assembly, or recurring snapshot refresh.
End-to-end data analysis — from a quick metric lookup to a formal stakeholder report. Combines schema discovery, SQL execution, optional visualization, and an evidence-based summary. Use for general "analyze / what's happening with…" requests.
Create, edit, redline, comment on, and visually verify `.docx`, Word, and Google Docs-targeted document artifacts. Use for Word documents, `.docx` files, document creation, document edits, tracked changes, comments, render QA, and Google Docs-ready local DOCX generation.
Create stunning, animation-rich browser-native HTML presentations. Use only when the user explicitly wants an HTML/web presentation or animated interactive browser deck. Do not use for `.ppt`, `.pptx`, PowerPoint, Google Slides, native deck creation, native deck editing, deck templates, or PPTX conversion/export requests; use the `pptx` skill for those.
Work with PDF documents safely, including querying existing PDFs and creating simple image-based PDFs from workspace images.
| name | pipeline-review |
| description | Analyze pipeline health from CSV, Sheets, or CRM data. This skill should stay usable for weekly reviews even when the team operates from Sheets or exports rather than a live CRM. |
| argument-hint | <segment or rep> |
Use this skill to review pipeline hygiene, prioritize deals, and generate a weekly action plan.
/pipeline-review [segment or rep]
Review pipeline for: $ARGUMENTS
If a file is referenced: @$1
Produce:
daily-briefing, not replace it.