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Pipeline Review Assistant

Reviews your sales pipeline to flag stalled deals and prep you for pipeline meetings.

by TheCraigHewitt · ★ 165 on GitHub

View on GitHub ↗ How to install it

What it does

Give Claude your deal stages, sales cycle length, and a list of current deals with their stage, amount, and age. Claude flags deals with no next step, deals sitting too long in a stage, and other risk signs. You get an honest, organized view of pipeline health before your next review meeting.

Who it’s for

A good fit for salespeople, consultants and founders who sell and people who work with spreadsheets and numbers.

Sales Data & Spreadsheets

Do you need to code?

No. You can use this without writing or editing any code.

How to install

Add it to Claude as a skill. Download the skill folder from its source page, zip it, and upload it in Claude’s settings under Skills. See the step-by-step guide.

Safety note

Nothing specific was flagged when we reviewed this listing.

As with any add-on, only install skills from sources you trust, and read what it does first.

License

MIT

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