# Pipeline Management

> Sales pipeline management and forecasting. Use when tracking opportunities, forecasting revenue, or managing deals.

- Skill: `saolalab/pipeline-management` (Agent Skill)
- Install (CLI): `npx skillmds@latest add saolalab/pipeline-management`
- Raw SKILL.md: https://api.skillmd.com/api/skills/saolalab/pipeline-management/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: DevOps & Infra
- Author: saolalab (https://skillmd.com/u/saolalab)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/saolalab/pipeline-management

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# Pipeline Management

## Sales Stages

| Stage | Definition | Exit Criteria |
|-------|------------|---------------|
| Prospecting | Initial contact, qualification | Meeting scheduled |
| Discovery | Understanding needs | Pain points identified |
| Demo | Product demonstration | Technical fit confirmed |
| Proposal | Commercial offer | Proposal sent |
| Negotiation | Terms discussion | Agreement on terms |
| Closed Won | Deal signed | Contract executed |
| Closed Lost | Deal lost | Post-mortem completed |

## Opportunity Scoring (BANT)

- **Budget**: Does the prospect have budget?
- **Authority**: Are we talking to decision makers?
- **Need**: Is there a genuine problem to solve?
- **Timeline**: Is there urgency to decide?

## Forecasting

### Commit vs Pipeline
- **Commit**: 90%+ probability, will close this period
- **Best Case**: 50-90% probability, could close
- **Pipeline**: <50% probability, early stage

### Weighted Pipeline
```
Forecast = Σ (Deal Value × Stage Probability)
```

## Pipeline Hygiene

- [ ] All opportunities have next steps
- [ ] Close dates are realistic
- [ ] Contacts are up to date
- [ ] Notes capture latest interactions
- [ ] Stage reflects true status