← ClaudeAtlas

pipeline-reporter-freelisted

Generate pipeline reports from CRM CSV exports. Use when the user says "analyze pipeline", "generate pipeline report", "forecast from CSV", "sales report", or asks for a sales pipeline summary, weighted forecast, stage forecast, rep performance, opportunity analysis, or CRM export review from deal/opportunity CSV data. This is the single-report, no-CRM-connection version; for 12-month forecasting, CRM API connections, PDF export, and scheduled reports, use pipeline-reporter-pro.
justhandledlabs/skills · ★ 0 · Data & Documents · score 73
Install: claude install-skill justhandledlabs/skills
# Pipeline Reporter Generate a Markdown pipeline report from a CRM export CSV containing deal or opportunity rows. The report must include pipeline summary, forecast by stage, and rep performance. ## Accepted Input Accept a CSV file or pasted CSV data with opportunity-level records. Standard column mapping: - `deal_name`: opportunity or deal name - `amount`: deal value - `stage`: current sales stage - `owner`: rep, account executive, or deal owner - `close_date`: expected close date Common aliases may be mapped automatically: | Standard Field | Acceptable Aliases | |---|---| | `deal_name` | `deal`, `opportunity`, `opportunity_name`, `name`, `account_name` | | `amount` | `value`, `deal_value`, `arr`, `mrr`, `revenue`, `forecast_amount` | | `stage` | `pipeline_stage`, `sales_stage`, `status`, `deal_stage` | | `owner` | `rep`, `sales_rep`, `account_executive`, `ae`, `deal_owner` | | `close_date` | `expected_close_date`, `forecast_close_date`, `close`, `close_dt` | If the CSV uses different names, infer only obvious mappings and show the mapping used before the report. ## Missing Columns Handle missing columns gracefully: - If `amount` is missing, ask the user for the value column before calculating totals or weighted pipeline. - If `stage` is missing, ask the user for the stage/status column before forecasting. - If both `amount` and `stage` are present but `owner` is missing, continue with pipeline and stage analysis, then ask whether to provide the owner column for