weekly-pipeline-review-deck

name	weekly-pipeline-review-deck
description	Creates a PowerPoint pack for the weekly pipeline / forecast review covering pipeline coverage, stage movement week-over-week, deals won and lost, deals slipped, and top deal one-pagers, using Salesforce data. Use when the user asks for a "weekly pipeline review", "weekly forecast deck", "pipeline review pack", "QBR-lite", or "pipeline call deck".
license	MIT
compatibility	Copilot Cowork Frontier with the Salesforce MCP connector in this package.
metadata	{"author":"ESS MCP Demo","version":"1.0.0","demo-audience":"Sales Manager / RevOps"}
cowork.category	Sales
cowork.icon	SlidesFilled

Weekly Pipeline Review Deck

What This Skill Does

Produces a 10-slide PowerPoint pack for the weekly pipeline review meeting. Compares this week to last week on pipeline coverage and stage movement, calls out deals won/lost/slipped, and includes a one-pager for each of the top deals expected to close in the period.

When To Use

• "Build the weekly pipeline review deck"
• "Pack for the Friday pipeline call"
• "Weekly forecast deck"

Do not use for a daily snapshot (morning-pipeline-briefing-dashboard), the monthly forecast call (forecast-call-pack), or a single account (account-deep-dive-brief).

Required Connector Tools

• get_pipeline_dashboard
• list_opportunities (open + recently closed)
• get_team_pipeline_summary
• get_team_performance_metrics
• get_forecast
• get_account_360 (per top deal)
• get_activity_timeline (per top deal)

If the connector is not bound, stop and report.

Default Workflow

1. Set window: this week vs last week. The "period" for forecast is the current quarter.
2. Pull pipeline dashboard, opps (open and won/lost in the last 7 days), team summary, forecast.
3. Compute:
   • Pipeline value by stage, coverage ratio = open pipeline / quota gap.
   • Stage movement WoW: new opps added, advanced, regressed, slipped close date, lost.
   • Top 5 deals expected to close this period (by amount × probability).
4. For each top deal, pull get_account_360 and get_activity_timeline for the per-deal slide.
5. Build the deck.

Slide Map

#	Title	Visual	Notes
1	Pipeline Review — Week of {{week}}	KPI strip: open pipeline, coverage, commit, period delta
2	Pipeline By Stage	Funnel + WoW deltas
3	Coverage vs Quota	Bar: coverage ratio with target line
4	Movement This Week	Table: added / advanced / regressed / slipped / lost
5	Won This Week	Table: opp, account, amount, close date
6	Lost & At-Risk	Table with reason, who, next action
7..N	Top Deal One-Pager	Per-deal slide (see layout)	One per top 5 deals
N+1	Team Performance	From get_team_performance_metrics (if manager)
N+2	Actions for the Week	Owner, action, due

Top Deal One-Pager

For each of the top 5 deals:

• Opp: name, account, amount, close date, stage, probability
• Decision team — buyer, champion, blocker (from get_account_360)
• Recent activity (top 3 from get_activity_timeline)
• Risks & open questions
• Next 3 actions (each with owner and due date)

Analysis Rules

• Coverage ratio target should be the team's stated benchmark; if not known, state assumption (e.g. "3× target") on slide 3.
• Highlight any deal that has slipped its close date more than once in the period.
• Lost-reason analysis must group by reason, not speculate from notes.
• "At risk" = stage age > 1.5× median for that stage.

Tone

Sales-management direct. Past-tense for outcomes, present for current state, imperative for actions. No hedging.