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    Pipeline Health Doctor

    1

    Diagnose pipeline quality with stage evidence, deal aging, risk signals, and practical next actions.

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    Pipeline Health Doctor

    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

    OpportunitySignalEvidenceConfidenceSuggested next action
    Example dealAging beyond expected stage durationCompare last meaningful buyer activity with the stage-age benchmarkMedium until benchmark is confirmedConfirm the buyer’s current decision process and agree a dated next step
    Example dealStage evidence missingRequired exit criteria are absent from the CRM notesLow to mediumAsk the owner to verify the criterion before forecasting
    Example dealClose date repeatedly movedChange history shows multiple extensionsMediumReconfirm 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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    Listed2 days ago

    What's inside

    Frequently Asked Questions