Sales Pipeline Review
Turns your CRM data into a clear report on how your sales pipeline is doing.
by gooseworks-ai · ★ 1,265 on GitHub
What it does
Give Claude access to your deal data from any CRM or spreadsheet and pick a time period to review. Claude looks at volume, qualification, stuck deals, and what's working. You get a one-page summary plus a detailed report with recommendations.
Who it’s for
A good fit for salespeople, consultants and founders who sell, people who work with spreadsheets and numbers and small business owners and startup founders.
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
Reads the sales data you connect or upload.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
MIT