morning-pipeline-briefing-dashboard

name	morning-pipeline-briefing-dashboard
description	Builds a visually rich HTML "Morning Pipeline Briefing" dashboard for an account executive or sales manager, combining live Salesforce data with Microsoft 365 WorkIQ context (recent meetings, email, Loop). Includes inline SVG charts — a pipeline funnel, forecast vs quota donut, coverage gauge, 30-day activity sparklines, stage-age heatmap, and top-account treemap — alongside today's tasks and meetings, top accounts to focus, deals slipping, and a recommended activity plan. Designed to be scheduled daily. Use when the user asks for a "morning pipeline briefing", "today's plan", "AE morning brief", "what should I work on today", "pipeline dashboard", or "daily sales briefing".
license	MIT
compatibility	Copilot Cowork Frontier with the Salesforce MCP connector. Uses built-in WorkIQ context where available.
metadata	{"author":"ESS MCP Demo","version":"1.1.0","demo-audience":"AE / Sales Manager"}
cowork.category	Sales
cowork.icon	ChartMultipleFilled

Morning Pipeline Briefing Dashboard

What This Skill Does

Produces a one-page HTML dashboard for an account executive or front-line sales manager to read at the start of the day. Combines live Salesforce pipeline + activity data with Microsoft 365 WorkIQ context (recent meetings, emails to/from key contacts, Loop pages) to recommend an activity plan for today. Designed to be scheduled (07:30 daily) and rendered inline in chat, in Loop, or as an emailed snapshot.

The dashboard is deliberately chart-forward — the manager should be able to read pipeline shape, forecast confidence, momentum, and stage-age risk without scanning a table. Every chart is inline SVG or pure CSS (no JS, no external assets) so it renders identically in chat surfaces, Loop, and email.

When To Use

• "Run my morning pipeline briefing"
• "Brief me before my day starts"
• "What should I work on today"
• "Daily sales briefing for today"
• "AE morning dashboard"

Do not use this for a weekly forecast review (use weekly-pipeline-review-deck), monthly forecast call (forecast-call-pack), or a single-account brief (account-deep-dive-brief).

Required Connector Tools

• get_pipeline_dashboard — current pipeline snapshot
• list_opportunities — open opportunities, sortable by close date / amount / stage age
• list_tasks — today's tasks for the user
• get_team_pipeline_summary — only when the user is a manager
• get_activity_timeline — per top account, recent activity
• get_account_360 — for the spotlight account
• list_leads — top leads to follow up
• get_forecast — current period forecast for context

If none are available, stop and report the connector binding issue. Never invent pipeline numbers.

Optional WorkIQ Context

When the host environment exposes WorkIQ / Microsoft Graph context for the current user, also pull (in priority order):

• Today's calendar events whose attendees match contacts on top accounts.
• Most recent emails (last 3 days) involving key contacts on at-risk opportunities.
• Loop pages and shared docs referenced in recent meetings on top accounts.

Use this WorkIQ context to explain prioritisation decisions in the activity plan ("Acme moved up because you have a 14:00 with their CFO and they replied to your proposal yesterday"). Never quote private email content verbatim — paraphrase as a context cue only.

Default Workflow

1. Resolve the user (AE or manager) from the host. Default timezone UTC unless stated.
2. In parallel:
   • get_pipeline_dashboard() — totals by stage, coverage ratio.
   • list_opportunities(state="open") — pull open opps, sort by stage age desc.
   • list_tasks(date="today") — today's tasks.
   • get_forecast() — period commit, best case, closed, quota.
   • list_leads(status="new", recent=true) — fresh leads.
3. Identify top 5 focus accounts for today by combining:
   • Largest open opp value.
   • Stage age past expected.
   • WorkIQ signal: a meeting today with that account, or an email reply in last 48h.
4. For each top focus account, call get_activity_timeline to surface the most recent material activity (last call, last meeting outcome, last email).
5. Pick one spotlight account = the one with the best combination of open value and active WorkIQ signal. Call get_account_360 for richer context.
6. Build a recommended activity plan for today: 5–7 specific actions, each tied to an account, contact, or opportunity (no generic advice). Include time-blocks if today's calendar is known.
7. Compute chart series before rendering (see references/dashboard-spec.md for formulas):
   • funnel[] — one entry per active stage: {stage, value, count, expected_age, actual_age}.
   • forecast — {quota, closed, commit, best_case} derived from get_forecast().
   • coverage_ratio — open pipeline ÷ remaining quota.
   • activity_30d — 30-day daily counts for meetings, emails, calls (best-effort from get_activity_timeline aggregated across the user's open opps, or from WorkIQ if richer).
   • top_accounts[] — top 5 by open value, with each account's open value as a share of the top 5 total (for the treemap).
   • slipping[] — opps where actual_age > 1.5 × expected_age for the current stage, with a slip_ratio 0–1 used to size the inline heat bar.
8. Render the HTML using the skeleton in references/dashboard-spec.md. Charts are inline SVG / CSS — never embed external images or scripts. Substitute every {{token}} with a computed value; do not strip classes or change chart structure (SVG dimensions are tuned for the layout).

Dashboard Layout (Reference)

The full HTML skeleton + chart computation formulas live in references/dashboard-spec.md. At a glance:

• KPI strip (4 tiles) with 7-day delta chips: Open pipeline, Commit, Best case, Closed-won.
• Hero row: Pipeline funnel (horizontal stage bars) + Forecast-vs-quota donut.
• Momentum row: Coverage gauge (semi-circular SVG, red/amber/green by ratio) + 30-day meetings / emails / calls sparklines.
• Spotlight account card (full width) + Activity plan card (full width).
• Insight row: Top-5 accounts treemap + Stage-age heatmap (cells coloured by actual ÷ expected age).
• Detail row: Top open opportunities table + today's tasks & meetings.
• Detail row: Slipping deals table (with inline slip-risk heat bar) + Fresh leads.

Activity Plan Rules

• 5–7 items maximum.
• Every item must reference a specific opportunity, contact, account or task ID.
• Pair each item with a short rationale ("stage age 22 days vs 12 expected", "CFO replied yesterday", "demo today at 14:00").
• Order by what is time-bound first (meetings/calls), then by deal value × heat.
• Never recommend a generic action like "review pipeline" — replace with the concrete next call, email, or update.

Heat Calculation

For the "Heat" column on top opps:

• hot — close date ≤ 14 days AND (stage = Negotiate or Propose) AND any activity in last 7 days.
• warm — open value > median open value of the user's pipeline AND last activity in last 14 days.
• ok — otherwise.

WorkIQ Disclosure

When WorkIQ context is used, the dashboard footer reads "with WorkIQ context"; when it isn't, it reads "Salesforce-only". Never silently downgrade — be transparent in the footer.

Tone

Sales-rep practical. First-person where natural ("Your top deal…"). No hype. No emoji.