pipeline-reviewlisted

# Pipeline Review Pulls deal and meeting data from whatever system the user tracks their pipeline in, analyzes it over a chosen time period, and produces a report that answers the questions a founder, sales leader, or AE actually cares about: Are we booking enough? Are they qualified? Where are deals getting stuck? What's working and what isn't? **Two output modes:** - **Executive summary:** 1-page snapshot. Numbers, trends, red flags. What a founder reads over morning coffee. - **Detailed diagnostic:** Full data tables, stage-by-stage breakdown, source analysis, stuck deal list, and specific recommendations. Both are always produced. The executive summary sits at the top of the report. ## When to Auto-Load Load this composite when: - User says "review my pipeline", "pipeline report", "how's our pipeline looking", "deal review" - User says "1:1 prep", "board meeting prep", "weekly sales review" - An upstream workflow (Pipeline Ops, daily BDR rhythm) triggers an end-of-period review - User asks about meeting quality, conversion rates, or pipeline health --- ## Step 0: Configuration (One-Time Setup) On first run, collect and store these preferences. Skip on subsequent runs. ### Data Source Config | Question | Options | Stored As | |----------|---------|-----------| | Where do you track your pipeline? | Salesforce / HubSpot / Pipedrive / Close / Supabase / Google Sheets / CSV / Notion / Other | `crm_tool` | | How do we access it? | API / Export CSV / MCP tools / Direct