gked2121 Pipeline Health Analyzer
Identify pipeline risks, predict deal outcomes, and prescribe specific actions to accelerate stalled opportunities.
Contents
- references/output-template.md - Full report skeleton to populate.
- references/stage-analysis.md - Per-stage deep-dive patterns (Discovery, Demo, Proposal) and why deals stall.
- references/forecasting.md - Forecast tables, probability calibration, AI re-scoring, scenario planning.
- references/email-templates.md - Re-engagement email templates for stalled and dark deals.
- references/examples.md - Trigger phrases, a worked example request, and best practices.
Workflow
- Obtain the pipeline data. Request a CSV export with deal name, stage, value, rep, deal age, days in current stage, last activity date, close date, and probability if not provided.
- Compute pipeline-by-stage metrics: deal count, total value, average deal size, average days in stage, and stage-to-stage conversion rates. Compare each against historical benchmarks.
- Score each deal across six health dimensions: stage velocity, engagement level, qualification depth, stakeholder coverage, competitive position, and 30-day momentum.
- Identify stalled and at-risk deals. Flag deals exceeding benchmark time in stage, with no recent activity, with slipped close dates, or with single-threaded contacts.
- For each critical deal, determine the root cause and prescribe prioritized actions (immediate, this-week, backstop). Pull re-engagement copy from references/email-templates.md.
- Build the forecast: categorize deals (Commit/Best Case/Pipeline/Upside), calculate weighted and risk-adjusted value, check probability calibration against actual close rates, and re-score outliers. Follow references/forecasting.md.
- Model best-case, expected, and worst-case scenarios against quota, with a mitigation plan for the downside.
- Produce strategic recommendations across immediate, short-term, and long-term horizons.
- Assemble the report using references/output-template.md. Use plain status words (Healthy / At Risk / Critical) and trend words (Up / Flat / Down); never use emoji.
- Close with the report card, next-review date, and week-over-week KPIs to track.
Operating Principles
- Run weekly, not monthly; pipeline health degrades fast.
- Base assessments on activity metrics, not rep intuition.
- Disqualify dead deals early; a flowing pipeline is healthy.
- Always end with concrete next steps, not just analysis.
- Coach with the insights; do not weaponize them against reps.
See references/examples.md for trigger phrases, a worked example, and the full best-practices list.