← ClaudeAtlas

aireadylife-business-flow-build-pipeline-summarylisted

Summarizes active proposals by stage, expected close dates, total pipeline value, and flags proposals needing follow-up due to inactivity.
fru-dev3/prevail · ★ 9 · AI & Automation · score 77
Install: claude install-skill fru-dev3/prevail
## What It Does Reads the client pipeline from `~/Documents/aireadylife/vault/business/00_current/` and extracts all records with a status other than closed-won or closed-lost (i.e., all active opportunities). Groups active opportunities by stage: sent (proposal delivered, no response yet), in-review (client acknowledged, evaluating), verbal-yes (informal commitment received, contract pending), and closing (contract sent, awaiting signature or payment). Calculates total pipeline value at each stage and as a grand total. Applies standard stage probability weights to produce a weighted pipeline value — a more realistic revenue forecast than raw pipeline total: sent = 10%, in-review = 40%, verbal-yes = 80%, closing = 95%. For example, $10,000 in the sent stage contributes $1,000 to the weighted forecast, while $10,000 in verbal-yes contributes $8,000. Weighted pipeline value is the number to use for cash flow planning. Flags proposals where the last-contact date is more than 7 days ago with no response received as "stale — needs follow-up." Calculates trailing 90-day conversion rate: closed-won deals divided by total proposals sent in the prior 90 days, expressed as a percentage. Compares total pipeline value this month vs. prior month to show whether the opportunity book is growing or shrinking. Returns all results structured for the calling op. ## Triggers Called internally by `aireadylife-business-op-pipeline-review`. Not invoked directly by the user. ## Steps 1. Read