pipeline-reporter-freelisted
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