Sales Pipeline Health Auditor
Analyzes a description or export of your sales pipeline and flags stalled deals, stage bottlenecks, and forecast risk — with concrete next actions.
Sales Pipeline Health Auditor is a free AI skill for revenue & sales systems. Analyzes a description or export of your sales pipeline and flags stalled deals, stage bottlenecks, and forecast risk — with concrete next actions. It works with Claude, ChatGPT, Cursor and is ready to use out of the box.
About this skill
Sales Pipeline Health Auditor reviews pipeline data (pasted CSV, table, or plain description of deals by stage) and produces a diagnostic report: which stages are bottlenecked, which deals are stalling past normal velocity, how forecast-reliable the current pipeline is, and what a rep or manager should do next for each risk area. It's designed for sales managers running weekly pipeline reviews who need a fast, consistent second opinion before a forecast call.
What it does
Given pipeline data (deal name, stage, value, age, close date), the skill outputs stage-by-stage velocity analysis, a list of at-risk deals with reasons, forecast confidence commentary, and prioritized next actions for the rep or manager.
What is included
- Stage-by-stage bottleneck analysis
- At-risk deal flagging with reasons
- Forecast confidence assessment
- Prioritized next actions per deal or stage
- Manager-ready summary format
How to use it
1. Download the SKILL.md file 2. Upload it to a new Claude conversation 3. Paste your pipeline data (CSV, table, or list of deals with stage/value/age) 4. Receive a full pipeline health report
Examples
Deal A - Discovery - $12k - 45 days old - close 8/15 Deal B - Proposal - $30k - 60 days old - close 7/20 Deal C - Negotiation - $18k - 10 days old - close 7/25
PIPELINE HEALTH REPORT STAGE VELOCITY: Discovery: Deal A at 45 days is 2x typical discovery length (avg ~20 days) — bottlenecked Proposal: Deal B at 60 days is significantly stalled for this stage — high risk Negotiation: Deal C at 10 days is healthy pace AT-RISK DEALS: - Deal A ($12k): Stalled in Discovery — likely missing next-step commitment. Risk: Medium - Deal B ($30k): 60 days in Proposal with close date in 9 days — unlikely to close on time without immediate movement. Risk: High FORECAST CONFIDENCE: Low-Medium — Deal B's close date is not credible given current stage age; recommend re-qualifying or pushing to next period NEXT ACTIONS: 1. Deal A: Schedule next-step call this week or disqualify 2. Deal B: Get verbal commitment or update close date immediately — flag to manager 3. Deal C: On track, continue standard cadence
FAQ
What is this skill for?
How do I install it?
What format does my data need to be in?
Does it connect directly to my CRM?
How is this different from my CRM's built-in reports?
Can it forecast exact revenue numbers?
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