Works with the AI Agents you already use
Pipeline Health Doctor
Diagnose pipeline quality with stage evidence, deal aging, risk signals, and practical next actions.
$9.99
Pipeline Health Doctor
Example session with this skill installed
Analyze this opportunity export. Flag deals that may be stalled or mis-staged, explain the evidence, and recommend a next step for each.
- Read your context and instructions
- Compiled the pipeline health doctor
Pipeline health overview
No opportunity export was supplied, so this example shows the review structure rather than deal-specific conclusions. A pipeline diagnosis should use a dated snapshot and the organization’s actual stage definitions.
Deal review table
| Opportunity | Signal | Evidence | Confidence | Suggested next action |
|---|---|---|---|---|
| Example deal | Aging beyond expected stage duration | Compare last meaningful buyer activity with the stage-age benchmark | Medium until benchmark is confirmed | Confirm the buyer’s current decision process and agree a dated next step |
| Example deal | Stage evidence missing | Required exit criteria are absent from the CRM notes | Low to medium | Ask the owner to verify the criterion before forecasting |
| Example deal | Close date repeatedly moved | Change history shows multiple extensions | Medium | Reconfirm timing, dependencies, and decision owner |
Portfolio checks
- Compare stage conversion and aging with historical periods.
- Identify pipeline concentration in a small number of opportunities.
- Separate missing CRM hygiene from genuine buyer risk.
- Record the snapshot date and any incomplete fields.
Guardrails
Do not label a buyer as committed or at risk without supporting evidence. Do not update CRM records automatically. Treat this analysis as a coaching aid for the deal owner.
Next step
Share a dated export and stage definitions to receive a ranked exception list and manager review questions.
Connects securely to your tools. The creator never sees your data.
About this skill
Pipeline Health Doctor
Review a supplied sales pipeline snapshot to identify stale opportunities, stage inconsistencies, missing evidence, concentrated risk, and forecast-quality issues. Base each finding on the provided CRM fields and explain confidence. Recommend a next action for each flagged deal, distinguish process issues from deal-specific risks, and avoid changing records or inventing buyer intent.
Operating guardrails
Use only supplied and authorized information. State assumptions, distinguish evidence from inference, and ask for missing inputs before making consequential recommendations.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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