Claude skill · Pipeline and forecast
Sales forecasting and pipeline review from your own win rate
Pipeline review prepares the weekly forecast: coverage based on your own win rate (not a rule of thumb), what moved since last week, deals slipping, deals at risk, data you cannot trust, and the five conversations to have this week.
Claude Code/plugin marketplace add revops-lab/agents/plugin install pipeline@revopslab
What does Pipeline review do?Pipeline review prepares the weekly forecast: coverage based on your own win rate (not a rule of thumb), what moved since last week, deals slipping, deals at risk, data you cannot trust, and the five conversations to have this week.
What you get
- Target, committed, best case and real coverage
- Data issues that would mislead
- Slippage and stage moves
- Top risks and five coaching conversations
What it asks you
Only what your website, CRM and company context cannot answer.
- Which pipeline, period and target?
- How do you define committed?
The method
Coverage from win rate
The "3x pipeline" rule only fits a one-in-three win rate. Honest coverage is about 1 divided by your win rate, counting only deals that can close in the period.
The research behind it: Pipeline coverage follows your win rate, Commercial excellenceReads these HubSpot fields
The skill names each field and its internal name, and checks them with HubSpot first. It proposes before it writes anything.
- Deal stage
- Amount
- Close date
- Forecast category
- Deal probability
- Weighted amount
- Next step
- Time in current stage