Pipeline Reporter
Turn a messy CRM CSV export into a clean sales pipeline report: weighted forecast by stage, rep performance, and a close-date outlook, with column headers auto-mapped (ARR to Amount, AE to Owner) so inconsistent exports still work. The single-report version; for 12-month forecasting, CRM sync, and PDF, see Pipeline Reporter Pro.
- Calculate weighted pipeline forecasts using customizable stage probabilities.
- Identify overdue open deals and close-date risks in sales team data.
- Compare sales representative performance by deal count and weighted value.
Free
Sample input
Analyze the opportunities in pipeline.csv and generate a report with weighted forecasts and a stage-by-stage breakdown.
Sample output
Pipeline Report Summary
- Total Raw Pipeline: $1,250,000
- Total Weighted Pipeline: $545,000
- Largest Stage: 'Proposal' ($320k weighted)
| Stage | Deals | Raw | Weighted | |---|---|---|---| | Discovery | 5 | $250k | $62.5k | | Proposal | 3 | $400k | $240k | | Closed Won| 2 | $300k | $300k |
Turn a messy CRM CSV export into a clean sales pipeline report: weighted forecast by stage, rep performance, and a close-date outlook, with column headers auto-mapped (ARR to Amount, AE to Owner) so inconsistent exports still work. The single-report version; for 12-month forecasting, CRM sync, and PDF, see Pipeline Reporter Pro.
Free
Included in download
- Downloadable skill package
- 2 permissions declared
- Instant install
Sample input
Analyze the opportunities in pipeline.csv and generate a report with weighted forecasts and a stage-by-stage breakdown.
Sample output
Pipeline Report Summary
- Total Raw Pipeline: $1,250,000
- Total Weighted Pipeline: $545,000
- Largest Stage: 'Proposal' ($320k weighted)
| Stage | Deals | Raw | Weighted | |---|---|---|---| | Discovery | 5 | $250k | $62.5k | | Proposal | 3 | $400k | $240k | | Closed Won| 2 | $300k | $300k |
About This Skill
What it does
This skill transforms raw CRM CSV exports into professional markdown pipeline reports. It automatically maps disparate column headers (e.g., "ARR" to "Amount" or "AE" to "Owner") and calculates critical sales metrics including total pipeline, weighted forecast, and rep performance. It handles data inconsistencies gracefully by asking for clarification rather than making assumptions.
Why use this skill
Manually calculating weighted pipelines from CSV exports is tedious and prone to formula errors. This skill automates the heavy lifting by applying standardized sales stage probabilities and handling currency formatting. It identifies risks like overdue deals and missing data points, providing a structured executive summary that is ready for stakeholders.
Supported tools
- Standard CRM exports (Salesforce, HubSpot, Pipedrive, etc.)
- CSV file uploads or pasted tabular data
- Markdown-compatible reporting tools
- Standard currency and date formats
Output structure
The output is a structured Markdown report featuring an Executive Summary, a detailed Forecast by Stage table using weighted probabilities, a Rep Performance breakdown, and a Close-Date Outlook to identify pipeline velocity and risks.
Use Cases
- Calculate weighted pipeline forecasts using customizable stage probabilities.
- Identify overdue open deals and close-date risks in sales team data.
- Compare sales representative performance by deal count and weighted value.
- Standardize inconsistent CRM exports into clean, actionable executive reports.
Known Limitations
- Free tier: CSV only, single report
- Assumes standard column headers (can remap manually)
- No multi-month forecasting
- No automated email reports
- No win/loss analysis
How to Install
mkdir -p ~/.claude/skills && curl -sL https://www.agensi.io/api/install/pipeline-reporter -o /tmp/pipeline-reporter.zip && unzip -o /tmp/pipeline-reporter.zip -d ~/.claude/skills && rm /tmp/pipeline-reporter.zipFree skills install directly. Paid skills require purchase - use the download button above after buying.
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Security Scanned
Passed automated security review
Permissions
Allowed Hosts
File Scopes
Pipeline Reporter needs terminal access to run CSV processing commands (awk, csvkit). File read access reads uploaded CSV export files. No write, browser, network, or environment access required.
Works with Claude Code and Codex. Accepts any CSV with standard pipeline columns. No API keys required for free version.
Creator
JustHandled Labs builds focused agent skills for the work nobody wants to do by hand. Each one is a single repeatable job done well: catching the security and data mistakes that quietly ship, keeping docs and tests honest, gating the commands an agent is about to run, sharpening writing, and handling the founder chores around launches, outreach, and brand setup. Not generic AI productivity. Specific workflows that are easy to run, review, and repeat. Maintained by H.J. Westerfield, with a background in communications, editing, project coordination, customer support, and practical AI systems. Tools for people who want useful automation without theatrical complexity.
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