| name | sales-pipeline-analysis |
| description | Analyze the sales pipeline — coverage, conversion rates, stage aging, slip risk, forecast — and surface the 3 actions that move the number. Use on "pipeline review", "forecast for the quarter", or "which deals are slipping?". |
| allowed-tools | ["Read","Write","AskUserQuestion"] |
Sales Pipeline Analysis
Turn a pipeline export into a decision doc. Numbers first, narrative second, actions third.
Inputs
Ask the user for:
- Pipeline export (CSV/sheet) with: account, stage, amount, close date, age in stage, owner, next step
- Quota/target for the period
- Historical stage-to-stage conversion rates (if known)
Analysis steps
- Coverage. Open pipe $ / remaining quota. Healthy = 3–4x. Flag if < 2.5x or > 6x (inflated).
- Stage mix. Sum by stage, compare to the funnel distribution that historically closed.
- Stage aging. For each deal, days in current stage. Anything > 1.5x median is stuck.
- Slip risk. Flag deals where: close date already moved ≥ 2x, next-step is blank or stale > 14 days, MEDDIC score low, no activity in last 21 days.
- Forecast math:
- Commit = deals w/ signed paper or verbal + strong Champion + EB aligned
- Best case = commit + late-stage deals with visible close plan
- Pipeline = best case + everything with realistic close this period
- The 3 moves. Across all findings, which 3 actions would most move the number? (Not 15 — three.)
Output template
# Pipeline Review — <period>
## Headline
Quota: $<x> · Commit: $<y> (<%>) · Best: $<z> (<%>) · Coverage: <n>x
## Coverage & mix
<table: stage, # deals, $ amount, % of total, healthy?>
## Stuck deals (>1.5x median stage age)
| Account | Stage | Days | Amount | Owner | Why stuck | Next move |
|---|---|---|---|---|---|---|
| … | | | | | | |
## Slip-risk deals this period
…
## The 3 moves
1. <action> — deals affected: <list> — owner: <name> — by: <date>
2. …
3. …
## Forecast risk
Upside: <$, what has to happen>
Downside: <$, which deals are most at risk>
Guardrails
- Reps inflate pipeline. If a deal has no verifiable next step in 21 days, mark it "inactive" — don't count in forecast.
- A close date that has moved twice is not a close date, it's a hope.
- Never present only the headline — always show the working.
- If pipeline coverage is > 6x, investigate whether leadership is rewarding pipeline creation over win rate.
