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📊 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.
Free
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.
Details
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
Reviews
It was easy to install as a new skill
I already had a forecasting tool but this gave us more detail that I had Claude take the best parts and merge it into my current agent to make it more robust.
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.
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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