Pipeline Review
Pipeline analysis composite.
npx goose-skills installDescription
Pipeline analysis composite. Pulls deal/meeting data from any CRM or tracking system, analyzes the pipeline over a user-defined period (weekly, fortnightly, monthly, quarterly), and produces both an executive summary and a detailed diagnostic report. Covers volume, qualification rates, source effectiveness, stage velocity, stuck deals, and actionable recommendations. Tool-agnostic — works with ...
What this skill does
- 1Pulls deal and meeting data from any CRM (Salesforce, HubSpot, Pipedrive, Supabase, CSV) for the configured period and normalizes it into a standard schema.
- 2Analyzes the pipeline across seven dimensions: volume metrics, qualification breakdown, source attribution, stage distribution and velocity, stuck deals, win/loss analysis, and forecast coverage.
- 3Detects patterns and flags issues -- high no-show rates, one source over 60% of pipeline, deals stalled past expected thresholds, win rate decline -- with specific data citations.
- 4Produces an executive summary (1-page snapshot with red flags and top 3 actions) and a detailed diagnostic (full data tables and commentary per dimension).
- 5Generates a stuck deal action list with specific recommended next steps per deal and owner, and optionally exports the report to Notion, Slack, or Google Sheets.
When to use
- You're running a weekly sales review or preparing for a 1:1 and need a structured pipeline analysis in 15 minutes instead of 60.
- Your win rate or qualification rate dropped and you want to diagnose which stage or source is the root cause.
- You're heading into a board meeting or QBR and need pipeline coverage, forecast, and source effectiveness data in one report.
Tools used
Best for
Format
Frequently asked questions
What is Pipeline Review?
Pipeline Review is a Claude Code skill for revops by GooseWorks AI. Pipeline analysis composite.
When should I use Pipeline Review?
You're running a weekly sales review or preparing for a 1:1 and need a structured pipeline analysis in 15 minutes instead of 60. Your win rate or qualification rate dropped and you want to diagnose which stage or source is the root cause.
How do I install Pipeline Review?
Run the install command (npx goose-skills install). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.
Is Pipeline Review free to use?
The author distributes it as MIT, but the repository has no LICENSE file. The source is public on GitHub (gooseworks-ai/goose-skills).