pipeline-hygiene-triage

name	pipeline-hygiene-triage
description	Pipeline hygiene triage for Specialist: flags stale opportunities, missing CRM fields, close-date slippage, and low-quality entries. Generates exception report with bulk-fix suggestions for forecast prep. Chains with handoff-readiness-validation and risk-surfacing for weekly pipeline review. Triggers: portfolio cleanup, stale opportunities, missing fields, forecast prep, pipeline exceptions, close-date slip, weekly review, pipeline review. DO NOT USE FOR: CSAM milestone governance reviews — use milestone-health-review instead.
argument-hint	Scope by opportunityId(s) or sweep all active Specialist-owned pipeline

Purpose

Detects and prioritizes pipeline hygiene exceptions across active Stage 2–3 opportunities, enabling Specialist to maintain pipeline quality and forecast accuracy.

Freedom Level

Medium — Prioritization involves judgment; field corrections are exact.

Trigger

• Weekly pipeline review cadence
• Pre-forecast hygiene pass
• User asks "what needs cleanup?" or "pipeline health check"

Flow

1. Call msx:get_my_active_opportunities({ maxResults: 100 }) — single call for active opportunities with bounded payload.
2. Call msx:get_milestones with opportunityIds (batch from step 1), statusFilter: 'active', format: 'summary' — one call returns all milestones across opportunities. Add includeTasks: true if task state is needed.
3. Score and rank exceptions by severity.
4. Generate dry-run msx:update_milestone and msx:update_task payloads for top exceptions.

Exception Detection Rules

Exception	Detection	Severity
Stage staleness	Opportunity in Stage 2–3 for >governance threshold with no recent activity	High
Date drift	msp_milestonedate is past or within 14 days with no active tasks	High
Missing required fields	msp_salesplay is null, msp_monthlyuse empty on active milestones	Medium
Owner mismatch	Milestone owner does not match expected role for stage	Medium
Low qualification signals	Stage 2 opportunity lacks customer priority alignment or commercial fit	Medium
Stale forecast comments	Forecast comments older than current period	Low

Decision Logic

• Rank by: proximity (msp_milestonedate) × severity × governance threshold
• Escalate when milestone is within governance threshold and has no mitigation activity
• Route to SE when exception involves technical proof gaps
• Route to CSA/CSAM when exception involves commitment readiness

Output Schema

• exceptions: prioritized list with severity, reason, and affected milestone
• proposed_field_updates: dry-run payloads for corrections
• escalation_path: who to engage (SE, CSA, CSAM, partner) per exception
• next_action: "Pipeline reviewed. CSA/CSAM should run commit-gate-enforcement for milestones approaching commitment — recommend engaging the CSU team."
• connect_hook_hint: Impact Area(s): Business Impact, Culture & Collaboration — "Pipeline hygiene triage across {n} opportunities: flagged {exceptions} exceptions, proposed {fixes} field corrections for forecast accuracy"