For RevOps teams who want clean pipeline data without manual cleanup.
Your day
Same tasks. Two ways to do them.
Export to Excel. Sort by last activity. 47 deals untouched 2+ weeks. Slack each manager. 3 hours later, half responded.
Pull data from Salesforce. Managers exported to Excel for "accuracy." Numbers don't match. Reconcile for 4 hours.
3 people clean records full-time. Reps fill mandatory fields with "TBD." Comp penalties backfired. Training lasted 2 weeks.
Only 11% have excellent data. Pipeline still dirty. Same battle next week.
Skills for your role
/pipeline-reviewAutomated hygiene audit — stale deals, bad dates, missing fields
Deep dive →/forecastSignal-based forecast — activity data, not rep gut feel
Deep dive →/call-summaryData capture from calls — CRM fills itself
Deep dive →Account Research (auto)autoEnriched records — company data auto-attached
Example: Monday pipeline hygiene audit
Without the plugin: export 312 opportunities to Excel. Sort by last activity. 47 deals haven't been touched in 2+ weeks. Slack each manager. Three hours later, half responded. With /pipeline-review --team:
/pipeline-review --teamFull team pipelineCritical Hygiene Issues
Stage Mismatches
Missing Fields
Actions
- Jake's 12 stale deals: schedule 15-min review with manager
- 23 past-due close dates: bulk push or mark lost
- 8 "Negotiation" without proposals: confirm stage accuracy
What changes
Only 11% of teams have excellent data
Data enters clean from calls — no manual entry
71% say data is 'good enough' but it holds team back
Activity-based signals, not rep opinions
Stale deals sit in pipeline undetected
Every deal scored, risks flagged automatically
Reps build shadow spreadsheets
CRM is the source of truth — because data flows in automatically