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The pipeline review skill analyzes your full deal pipeline and returns a structured assessment — where deals stand, which ones are at risk, what’s moving, and what to do next.

What it produces

  • Stage distribution — deal count and value at each stage
  • At-risk deals — deals with no activity in more than 7 days
  • Deals advanced this week — what moved and why
  • Average time in each stage — where deals slow down
  • Win rate by lead source — which sources close best
  • Recommended actions per stuck deal — specific next step for each

Example output

Configuration

Canvas outputs

How to invoke