Pipeline Review
技能 活跃Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan. Use when running a weekly pipeline review, deciding which deals to focus on this week, spotting stale or stuck opportunities, auditing for hygiene issues like bad close dates, or identifying single-threaded deals.
To provide sales teams with automated insights into their pipeline health, enabling better deal prioritization and risk mitigation.
功能
- Analyze pipeline health and score
- Prioritize deals by impact and closability
- Audit for hygiene issues (stale/stuck deals, bad dates)
- Generate weekly action plans
- Support various input formats (CSV, text, description)
使用场景
- Running a weekly pipeline review
- Deciding which deals to focus on
- Spotting stale or stuck opportunities
- Auditing for hygiene issues like bad close dates
- Identifying single-threaded deals
非目标
- Directly integrating with CRMs without a connected tool
- Replacing a CRM's core functionality
- Performing sales outreach directly
Trust
- warning:Issues AttentionThere are 29 open issues and 4 closed issues in the last 90 days, indicating a low closure rate and potentially slow response times from maintainers.
安装
请先添加 Marketplace
/plugin marketplace add anthropics/knowledge-work-plugins/plugin install sales@knowledge-work-plugins质量评分
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