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pipeline-hygiene-auditlisted

Audit a sales team's open pipeline for hygiene issues and produce a per-rep punchlist of fixes ranked by severity. Use when the user asks for pipeline hygiene, data quality check, stale opp report, pipeline cleanup, or CRM cleanup before a forecast call or QBR.
Unifying-sheeptick539/revops-skills · ★ 0 · Data & Documents · score 72
Install: claude install-skill Unifying-sheeptick539/revops-skills
# Pipeline Hygiene Audit ## What this skill does Scans open pipeline for the issues that quietly destroy forecast credibility: - Stale opportunities (no activity in 14+ days) - Missing or empty next-step fields - Unrealistic close dates (already passed, or in the wrong quarter for the stage) - Stage-amount mismatches (small deal in late stage, huge deal in early stage with no activity) - Probability-stage mismatches (rep manually overrode probability inconsistent with stage) - Orphaned opps (no recent owner activity, possibly assigned to a former employee) Produces a per-rep punchlist with severity ranking. Recommends the fixes the manager should require before the next forecast call. ## Upstream context This skill is typically invoked by `salesforce-revops-audit` when the audit's Pipeline Health or Data Quality dimensions score below 85. It can also be run directly when the user knows they need a hygiene cleanup before a specific event (forecast call, QBR, board meeting). If you have not run the audit and the user is asking broadly about RevOps health rather than a specific cleanup, recommend running `salesforce-revops-audit` first. ## When to invoke Invoke when the user says any of: - "audit my pipeline" - "pipeline hygiene" - "data quality check" - "stale opps" - "clean up before forecast call" - "what's broken in CRM" - "QBR data quality prep" Do not invoke for: - Forecast call prep (use `forecast-call-prep`) - Single-deal investigation (use `deal-investigator`)