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Review pipeline health, surface risks, and plan weekly deal priorities.
The material indicates this is essentially an open-source prompt-only pipeline analysis skill with no required secrets, no declared remote endpoints, and no stated local execution capability, so overall risk is low. It may handle sales pipeline and customer-related business data, but the provided material shows no concrete red flags such as exfiltration, over-privilege, or credential abuse.
The material explicitly states that no secrets or environment variables are required; the README also does not ask for tokens, API keys, or account credentials, so there is no visible credential collection, storage, or abuse risk.
The system marks it as prompt-only and no remote endpoints are declared. The README describes uploading a CSV, pasting content, or using connected tools if available, but the current material does not show this skill itself sending data to external hosts.
There are no instructions for installation, script execution, subprocess launching, or system command invocation; as a prompt-only skill, it appears to be an analysis workflow template rather than an executable tool, so local code-execution exposure is low.
This skill is designed for pipeline review and may process CSV exports, opportunities, customer accounts, contacts, amounts, and activity dates. While the material does not show automatic read/write access to local or external systems, the user-provided data itself may contain sensitive business information, so data minimization is advisable.
The source is an open-source GitHub repository, making it auditable, and the material shows no obfuscated install steps, suspicious downloads, or injection-style instructions. Although the license is undeclared, stars are 0, and maintenance is unknown, these do not constitute a clear supply-chain red flag in a prompt-only context.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "pipeline-review" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/sales/skills/pipeline-review/SKILL.md 2. Save it as ~/.claude/skills/pipeline-review/SKILL.md 3. Reload skills and tell me it's ready
Review this week's sales pipeline data. Based on win probability, deal size, days in stage, and last activity date, identify the best deals to advance, stalled opportunities, and high-risk items, then provide a prioritized action plan for this week. Data: {{pipeline_data}}A prioritized pipeline review with key deals, risk alerts, and weekly action recommendations.
Audit this opportunity list for long-stalled deals, stage anomalies, unrealistic close dates, missing key contacts, or clearly single-threaded deals. Explain each issue and suggest how to fix it: {{deals_table}}A pipeline health audit listing problematic deals, issue types, root causes, and corrective actions.
I lead sales and need to choose the top five deals to focus on this week. Rank them using deal size, win likelihood, blockers, stakeholder coverage, and urgency, and provide next-step guidance for each deal: {{deal_notes}}A top-five deal priority list with rationale and concrete next steps for each opportunity.
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 |
|------|--------|---------------|-------------|----------------|
…
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