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.