| 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> |
/pipeline-review
Use this skill to review pipeline hygiene, prioritize deals, and generate a weekly action plan.
Usage
/pipeline-review [segment or rep]
Review pipeline for: $ARGUMENTS
If a file is referenced: @$1
Operating Rules
- Prefer tagged files, Sheets, or CSV exports before assuming CRM access.
- Keep the review focused on actions and risk, not just reporting.
- Use Calendar context only if it sharpens the action plan for live deals.
Data Preference Order
- Tagged pipeline files
- Google Sheets trackers or review tabs
- Uploaded CSV exports
- Pasted deal summaries
- CRM data when available
Output
Produce:
- pipeline health summary
- top weekly priorities
- stale or stuck deal flags
- hygiene issues
- recommended actions by deal
Notes
- This skill remains CRM-aware, but the success path should still work for Sheets and CSV users.
- It should complement
daily-briefing, not replace it.