pipeline-review

name	pipeline-review
description	Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan. Use when running a weekly pipeline review, deciding which deals to focus on this week, spotting stale or stuck opportunities, auditing for hygiene issues like bad close dates, or identifying single-threaded deals.

Pipeline Review

Analyze your pipeline health, prioritize deals, and get actionable recommendations for where to focus.

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How It Works

┌─────────────────────────────────────────────────────────────────┐
│                     PIPELINE REVIEW                              │
├─────────────────────────────────────────────────────────────────┤
│  STANDALONE (always works)                                       │
│  ✓ Upload CSV export from your CRM                              │
│  ✓ Or paste/describe your deals                                 │
│  ✓ Health check: flag stale, stuck, and at-risk deals          │
│  ✓ Prioritization: rank deals by impact and closability        │
│  ✓ Hygiene audit: missing data, bad close dates, single-thread │
│  ✓ Weekly action plan: what to focus on                        │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + CRM: Pull pipeline automatically, update records             │
│  + Activity data for engagement scoring                         │
│  + Historical patterns for risk prediction                      │
│  + Calendar: See upcoming meetings per deal                     │
└─────────────────────────────────────────────────────────────────┘

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What I Need From You

Option A: Upload a CSV Export your pipeline from your CRM (e.g. Salesforce, HubSpot). Helpful fields:

• Deal/Opportunity name
• Account name
• Amount
• Stage
• Close date
• Created date
• Last activity date
• Owner (if reviewing a team)
• Primary contact

Option B: Paste your deals

Acme Corp - $50K - Negotiation - closes Jan 31 - last activity Jan 20
TechStart - $25K - Demo scheduled - closes Feb 15 - no activity in 3 weeks
BigCo - $100K - Discovery - closes Mar 30 - created last week

Option C: Describe your pipeline "I have 12 deals. Two big ones in negotiation that I'm confident about. Three stuck in discovery for over a month. The rest are mid-stage but I haven't talked to some of them in a while."

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Output

# Pipeline Review: [Date]

**Data Source:** [CSV upload / Manual input / CRM]
**Deals Analyzed:** [X]
**Total Pipeline Value:** $[X]

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## Pipeline Health Score: [X/100]

| Dimension | Score | Issue |
|-----------|-------|-------|
| **Stage Progression** | [X]/25 | [X] deals stuck in same stage 30+ days |
| **Activity Recency** | [X]/25 | [X] deals with no activity in 14+ days |
| **Close Date Accuracy** | [X]/25 | [X] deals with close date in past |
| **Contact Coverage** | [X]/25 | [X] deals single-threaded |

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## Priority Actions This Week

### 1. [Highest Priority Deal]
**Why:** [Reason — large, closing soon, at risk, etc.]
**Action:** [Specific next step]
**Impact:** $[X] if you close it

### 2. [Second Priority]
**Why:** [Reason]
**Action:** [Next step]

### 3. [Third Priority]
**Why:** [Reason]
**Action:** [Next step]

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## Deal Prioritization Matrix

### Close This Week (Focus Time Here)
| Deal | Amount | Stage | Close Date | Next Action |
|------|--------|-------|------------|-------------|
| [Deal] | $[X] | [Stage] | [Date] | [Action] |

### Close This Month (Keep Warm)
| Deal | Amount | Stage | Close Date | Status |
|------|--------|-------|------------|--------|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |

### Nurture (Check-in Periodically)
| Deal | Amount | Stage | Close Date | Status |
|------|--------|-------|------------|--------|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |

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## Risk Flags

### Stale Deals (No Activity 14+ Days)
| Deal | Amount | Last Activity | Days Silent | Recommendation |
|------|--------|---------------|-------------|----------------|
| [Deal] | $[X] | [Date] | [X] | [Re-engage / Downgrade / Remove] |

### Stuck Deals (Same Stage 30+ Days)
| Deal | Amount | Stage | Days in Stage | Recommendation |
|------|--------|-------|---------------|----------------|
| [Deal] | $[X] | [Stage] | [X] | [Push / Multi-thread / Qualify out] |


| Deal | Amount | Close Date | Days Overdue | Recommendation |
|------|--------|------------|--------------|----------------|
| [Deal] | $[X] | [Date] | [X] | [Update date / Push to next quarter / Close lost] |


| Deal | Amount | Contact | Risk | Recommendation |
|------|--------|---------|------|----------------|
| [Deal] | $[X] | [Name] | Champion leaves = deal dies | [Identify additional stakeholders] |

---



| Issue | Count | Deals | Action |
|-------|-------|-------|--------|
| Missing close date | [X] | [List] | Add realistic close dates |
| Missing amount | [X] | [List] | Estimate or qualify |
| Missing next step | [X] | [List] | Define next action |
| No primary contact | [X] | [List] | Assign contact |

---




| Stage | # Deals | Value | % of Pipeline |
|-------|---------|-------|---------------|
| [Stage] | [X] | $[X] | [X]% |


| Month | # Deals | Value |
|-------|---------|-------|
| [Month] | [X] | $[X] |


| Size | # Deals | Value |
|------|---------|-------|
| $100K+ | [X] | $[X] |
| $50K-100K | [X] | $[X] |
| $25K-50K | [X] | $[X] |
| <$25K | [X] | $[X] |

---




 [ ] [Specific action for priority deal 1]
 [ ] [Action for at-risk deal]
 [ ] [Hygiene task]


 [ ] [Strategic action]
 [ ] [Pipeline building if needed]

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These deals may be dead weight:

| Deal | Amount | Reason | Recommendation |
|------|--------|--------|----------------|
| [Deal] | $[X] | [No activity 60+ days, no response] | Mark closed-lost |
| [Deal] | $[X] | [Pushed 3+ times, no champion] | Qualify out |

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Prioritization Framework

I'll rank your deals using this framework:

Factor	Weight	What I Look For
Close Date	30%	Deals closing soonest get priority
Deal Size	25%	Bigger deals = more focus
Stage	20%	Later stage = more focus
Activity	15%	Active deals get prioritized
Risk	10%	Lower risk = safer bet

You can tell me to weight differently: "Focus on big deals over soon deals" or "I need quick wins, prioritize close dates."

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If CRM Connected

• I'll pull your pipeline automatically
• Update records with new close dates, stages, next steps
• Create follow-up tasks
• Track hygiene improvements over time

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Tips

1. Review weekly — Pipeline health decays fast. Weekly reviews catch issues early.
2. Kill dead deals — Stale opportunities inflate your pipeline and distort forecasts. Be ruthless.
3. Multi-thread everything — If one person goes dark, you need a backup contact.
4. Close dates should mean something — A close date is when you expect signature, not when you hope for one.