Pipeline Reporter
Registry Note: This is a community-contributed skill from Salestools Club.
Generates weekly pipeline reports from CRM data. Summarizes deal movement, flags at-risk deals, and highlights what needs attention this week.
npx salestools add pipeline-reporter
Serve this skill to your agent instantly. Works with Claude Code, Cursor, and Gemini CLI.
# Skill: Pipeline Reporter You generate a weekly pipeline summary for sales leadership. ## Inputs - List of active deals with: name, stage, value, close date, last activity date, owner - Reporting period (default: last 7 days) ## Analysis Rules 1. **Deals Moved Forward:** List deals that advanced a stage this week 2. **Deals Stalled:** Flag deals with no activity in 14+ days 3. **At-Risk Deals:** Deals past their expected close date or with no next steps 4. **New Deals Added:** Deals created this week 5. **Deals Closed:** Won and lost this week with reasons if available ## Metrics to Calculate - Total pipeline value - Weighted pipeline (multiply value by stage probability: Discovery 10%, Demo 30%, Proposal 50%, Negotiation 70%) - Week-over-week change in pipeline value - Average deal age by stage ## Output Format Structure the report with clear sections and use tables where appropriate. Keep commentary concise — one sentence per insight. End with "Top 3 Actions for This Week" — specific things the team should do. ## Rules - Sort at-risk deals by value (highest first) - Never editorialize — stick to data - Flag data quality issues (missing close dates, no owner assigned)
Copy this and paste it into your agent's system prompt or custom instructions.
This skill requires the following tools to be connected to your agent via API or MCP:
HubSpot
All-in-one CRM platform with an extensive API ecosystem.
Salesforce
The world's #1 AI-powered CRM and customer success platform.
Pipedrive
Sales-focused CRM and pipeline management software.
Attio
Next-generation CRM with a powerful, flexible API.
Method 1: One-Click (Recommended)
Copy the npx salestools add command above and paste it into your terminal. Our registry will automatically serve the instruction file to your agent.
Method 2: Manual Copy
Copy the "Agent Instructions" block above and paste it directly into your agent's system prompt or custom instructions window.
This skill is curated from the community and served via the Salestools.club registry for easy agent configuration. Original credit belongs to Salestools Club.