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帮助你审查销售管道健康度，识别风险商机并生成每周跟进重点计划。
复制安装指令，让 AI 自动完成配置 · 推荐新手
请帮我安装 askskill 上的 "pipeline-review" 技能： 1. 下载 https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/sales/skills/pipeline-review/SKILL.md 2. 保存为 ~/.claude/skills/pipeline-review/SKILL.md 3. 装好后重载技能，告诉我可以用了
请根据以下销售管道数据做本周复盘：按成交概率、金额、阶段停留天数、最近一次互动时间，找出最值得推进的交易、停滞机会和高风险项目，并给出本周行动计划与优先级。数据如下：{{pipeline_data}}一份按优先级排序的管道复盘结果，包含重点商机、风险提醒和每周行动建议。
检查这份商机列表，找出长期未推进、阶段异常、预计成交日期不合理、缺少关键联系人或明显单线程推进的交易，并说明每项问题的原因与修复建议：{{deals_table}}一份管道健康审计清单，列出问题交易、问题类型、原因和修复动作。
我是销售负责人，请帮我从以下商机中挑出本周最该投入时间的前五个交易。请结合交易金额、成交可能性、卡点、决策链覆盖情况和时间紧迫度进行排序，并给出每个交易的下一步建议：{{deal_notes}}一个前五交易优先列表，并附上每笔交易的推进理由和具体下一步。
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Analyze your pipeline health, prioritize deals, and get actionable recommendations for where to focus.
/pipeline-review [segment or rep]
Review pipeline for: $ARGUMENTS
If a file is referenced: @$1
┌─────────────────────────────────────────────────────────────────┐
│ PIPELINE REVIEW │
├─────────────────────────────────────────────────────────────────┤
│ STANDALONE (always works) │
│ ✓ Upload CSV export from your CRM │
│ ✓ Or paste/describe your deals │
│ ✓ Health check: flag stale, stuck, and at-risk deals │
│ ✓ Prioritization: rank deals by impact and closability │
│ ✓ Hygiene audit: missing data, bad close dates, single-thread │
│ ✓ Weekly action plan: what to focus on │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + CRM: Pull pipeline automatically, update records │
│ + Activity data for engagement scoring │
│ + Historical patterns for risk prediction │
│ + Calendar: See upcoming meetings per deal │
└─────────────────────────────────────────────────────────────────┘
Option A: Upload a CSV Export your pipeline from your CRM (e.g. Salesforce, HubSpot). Helpful fields:
Option B: Paste your deals
Acme Corp - $50K - Negotiation - closes Jan 31 - last activity Jan 20
TechStart - $25K - Demo scheduled - closes Feb 15 - no activity in 3 weeks
BigCo - $100K - Discovery - closes Mar 30 - created last week
Option C: Describe your pipeline "I have 12 deals. Two big ones in negotiation that I'm confident about. Three stuck in discovery for over a month. The rest are mid-stage but I haven't talked to some of them in a while."
# Pipeline Review: [Date]
**Data Source:** [CSV upload / Manual input / CRM]
**Deals Analyzed:** [X]
**Total Pipeline Value:** $[X]
---
## Pipeline Health Score: [X/100]
| Dimension | Score | Issue |
|-----------|-------|-------|
| **Stage Progression** | [X]/25 | [X] deals stuck in same stage 30+ days |
| **Activity Recency** | [X]/25 | [X] deals with no activity in 14+ days |
| **Close Date Accuracy** | [X]/25 | [X] deals with close date in past |
| **Contact Coverage** | [X]/25 | [X] deals single-threaded |
---
## Priority Actions This Week
### 1. [Highest Priority Deal]
**Why:** [Reason — large, closing soon, at risk, etc.]
**Action:** [Specific next step]
**Impact:** $[X] if you close it
### 2. [Second Priority]
**Why:** [Reason]
**Action:** [Next step]
### 3. [Third Priority]
**Why:** [Reason]
**Action:** [Next step]
---
## Deal Prioritization Matrix
### Close This Week (Focus Time Here)
| Deal | Amount | Stage | Close Date | Next Action |
|------|--------|-------|------------|-------------|
| [Deal] | $[X] | [Stage] | [Date] | [Action] |
### Close This Month (Keep Warm)
| Deal | Amount | Stage | Close Date | Status |
|------|--------|-------|------------|--------|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |
### Nurture (Check-in Periodically)
| Deal | Amount | Stage | Close Date | Status |
|------|--------|-------|------------|--------|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |
---
## Risk Flags
### Stale Deals (No Activity 14+ Days)
| Deal | Amount | Last Activity | Days Silent | Recommendation |
|------|--------|---------------|-------------|----------------|
…
围绕客户问题进行多来源调研与溯源，快速整理背景并支持准确回复。
审查实现计划中的遗漏、假设与步骤顺序，降低后续开发返工风险