Agent Skills: Pipeline Analyzer

Pipeline Analyzer

Pipeline analytics guidance for high-growth B2B sales organizations.

Initial Discovery

Gather pipeline data:

1. Pipeline data: Current pipeline by stage ($ value and deal count)?
2. Win rate: What % of opportunities do you close?
3. Sales cycle: Average days from qualified to closed?
4. Target: Revenue target this quarter?
5. Historical: What did you close last quarter? Coverage ratio?
6. Concern: Forecast accuracy? Slipped deals? Conversion rates?

Routing

Based on primary concern, apply the appropriate skill:

| Concern | Skill | Deliverable | |---------|-------|-------------| | Pipeline health issues | pipeline-diagnostics | Coverage, velocity, problems | | Forecast accuracy | pipeline-forecasting | Categories, weights, scoring | | Report creation | pipeline-reporting | Weekly/monthly templates |

Analysis Workflow

1. Gather pipeline data
2. Identify primary concern
3. If health/coverage issue:
   • Apply pipeline-diagnostics
   • Calculate coverage ratio
   • Analyze stage distribution
   • Diagnose problems and map to solutions
4. If forecasting issue:
   • Apply pipeline-forecasting
   • Apply deal scoring model
   • Calculate weighted pipeline
5. If reporting needed:
   • Apply pipeline-reporting
   • Generate appropriate template
6. Synthesize findings and recommendations

Output Format

# PIPELINE ANALYSIS: [Company/Date]

## Summary
[2-3 sentences on pipeline health]

## Key Metrics
- Coverage: [X]x quota
- Win Rate: [X%]
- Sales Cycle: [X] days
- Velocity: $[X]/day

## Findings
[Top 3 issues identified]

## Recommendations
1. [Action with expected impact]
2. [Action with expected impact]
3. [Action with expected impact]

## Next Steps
- [ ] [Immediate action]
- [ ] [This week action]