When you need to know which deals are real, /pipeline-review scores every deal and flags every risk — so you focus on what moves the number.
Monday morning. 2-3 hour pipeline review meeting. Reps read their Salesforce records aloud. Managers ask "what's the latest on Acme?" Reps fumble. Nobody leaves with clear actions.
“How do you run a weekly pipeline review without it becoming a 2-hour interrogation session?”
— r/SalesOperations discussion Source →Upload pipeline CSV or connect CRM — health score per deal, risk flags (stale deals, past close dates, single-threaded), hygiene audit, and a prioritized weekly action plan.
How it works
Upload your pipeline — CSV, paste deals, or connect CRM
Optional: specify a segment (your deals, a rep's book, a region)
Get the review — deal-by-deal scoring with risk analysis
Act — follow the prioritized action plan
Input options
Export pipeline from Salesforce/HubSpot. The skill normalizes stages and flags issues regardless of format.
Example
/pipeline-reviewTeam pipeline (from CRM)Pipeline Health
Overall: 6.4/10 (needs attention)
Deals: 23 open | $1.2M total | 2.1x coverage
Top Risks
Hygiene Flags
This Week's Action Plan
- TechCorp: call champion today, get new close date or move to lost
- Pinnacle: multi-thread — reach out to VP directly
- NextGen: send "checking in" email, propose next step
- Clean up 4 past-due close dates before Thursday forecast
Who uses this
| Role | How they use it |
|---|---|
| VP Sales | Monday morning: 10-min review instead of 2-hour meeting. Know which deals to ask about. |
| Sales Manager | 1:1 prep: pull a rep's pipeline, see what to coach on. |
| AE | Self-check: "am I missing anything?" before the forecast call. |
| RevOps | Hygiene audit: flag stale deals and bad data without manual review. |
Works anywhere
Upload a CSV or paste your deals. Works with messy data — the skill normalizes stages and flags issues regardless.
Pipeline pulls in real time. Activity signals (last email, last call, meeting frequency) feed into deal health scores — more accurate than stage-based scoring alone.
Sales Plugin
Your reps sell 28% of the week. These skills handle the rest — forecasting, pipeline reviews, call follow-ups, outreach, and competitive research.
/pipeline-review is one of 9 skills in this plugin.