sales-pipeline-review

name	sales-pipeline-review
description	Analyze pipeline health, prioritize deals, flag risks, and create a weekly action plan
argument-hint	<segment or rep>
user-invocable	true
metadata	{"openclaw":{"tags":["sales","pipeline","analytics"]}}

Pipeline Review

When the user asks for a pipeline review:

Step 1: Gather pipeline data

With CRM: Use capability_execute with capabilityId "crm.lookup_account" to pull:

• All open opportunities
• For each: stage, amount, close date, owner, last activity date, contacts, next step

Without CRM: Accept CSV, pasted data, or verbal description.

Step 2: Calculate pipeline health score (0-100)

Score across four dimensions (25 points each):

Stage Progression (/25): Are deals moving forward?

• Full points: all deals progressed in the last 30 days
• Deductions: -5 per deal stuck in same stage 30+ days

Activity Recency (/25): Is the pipeline being worked?

• Full points: all deals have activity in the last 7 days
• Deductions: -5 per deal with no activity in 14+ days

Close Date Accuracy (/25): Are close dates realistic?

• Full points: no deals past close date
• Deductions: -5 per deal past close date, -3 per deal pushed 2+ times

Contact Coverage (/25): Are deals multi-threaded?

• Full points: all deals have 2+ contacts
• Deductions: -5 per single-threaded deal in late stage

Step 3: Prioritize deals

Weighted framework:

• Close Date proximity: 30%
• Deal Size: 25%
• Stage advancement: 20%
• Recent Activity: 15%
• Risk level: 10%

Step 4: Identify risks

• Stale: no activity in 14+ days
• Stuck: same stage for 30+ days
• Past Due: close date has passed
• Single-Threaded: only one contact, especially in late stage
• No Next Step: no defined next action

Step 5: Hygiene audit

Flag deals missing:

• Close date
• Amount
• Next step
• Primary contact

Output Format

Pipeline Health Score: [X]/100

Dimension	Score	Key Issue
Stage Progression	/25	summary
Activity Recency	/25	summary
Close Date Accuracy	/25	summary
Contact Coverage	/25	summary

Priority Actions (top 3) For each:

• Deal name and why it's a priority
• Specific action to take
• Expected impact

Deal Prioritization

Closing This Week

• Deal list with status and risk level

Closing This Month

• Deal list with status and risk level

Nurture

• Deals not closing soon but worth maintaining

Risk Flags

Deal	Risk Type	Days	Action
name	stale/stuck/past due	number	what to do

Hygiene Issues

Deal	Missing Field	Impact
name	what's missing	why it matters

Pipeline Shape

• Distribution by stage (healthy = pyramid, top-heavy = problem)
• Distribution by close month
• Average deal size

Recommendations

• This week: top 3 actions
• This month: structural improvements

Consider Removing

• Deals that should probably be closed-lost, with reasoning