Pipeline Reporter
Turn CRM CSV exports into professional sales pipeline reports with weighted forecasts and rep performance metrics.
- 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
One-time purchase
See it in action
A real example of what this skill takes in and produces.
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 CRM CSV exports into professional sales pipeline reports with weighted forecasts and rep performance metrics.
Free
One-time purchase
Included in download
- Downloadable skill package
- 2 permissions declared
- Instant install
See it in action
A real example of what this skill takes in and produces.
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 | tar xz -C ~/.claude/skills/Free 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
Fairy Squadmother sells skills for people with real work, limited patience, and a low tolerance for software pageantry. Her skills help creators, founders, freelancers, and practical humans turn repeatable messes into reusable systems. Promptcrud. Taskspawn. Filefog. Launch splatter. Documentation drift. The weird little admin barnacles that attach themselves to anything worth doing. She builds for the moment when you know the process can be better, but you do not have a spare week to go spelunking through your own workflow with a headlamp and a grudge. Clear instructions. Useful defaults. Less performance. More usable machinery. Onward.
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