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📊 Pipeline Reporter Pro
Turn a CRM export or live HubSpot/Salesforce/Pipedrive sync into an executive-ready pipeline report: a 12-month weighted forecast with three scenarios, win/loss themes pulled from deal notes, data-quality flags, and a board-ready PDF. Can run weekly and email itself to stakeholders.
$19
· or 95 creditsSecure checkout via Stripe
About this skill
Professional Sales Forecasting & Reporting
Pipeline Reporter Pro transforms raw CRM data into executive-grade sales intelligence. While basic AI prompts often struggle with multi-month financial logic and data consistency, this skill uses specialized forecasting algorithms to provide reliable 12-month projections, weighted pipeline analysis, and deep-dive win/loss themes.
What it does
- Advanced Forecasting: Generates 12-month projections with conservative, expected, and upside scenarios using weighted probability logic.
- CRM Integration: Connects directly to HubSpot, Salesforce, Pipedrive, and Close via API, or processes standard CRM CSV exports.
- Win/Loss Intelligence: Analyzes opportunity notes and loss reasons to extract qualitative themes and quantitative conversion rates.
- Executive Deliverables: Produces professional PDF reports and structured JSON data sidecars for downstream BI tools.
- Automation: Configures weekly email reporting workflows to keep stakeholders updated automatically.
Why use this skill
Unlike generic prompts, this skill enforces strict data mapping and quality checks. It identifies overdue opportunities, missing deal values, and unparseable dates before they skew your numbers. It ensures your sales reporting is mathematically sound, consistently formatted, and ready for board-level presentations.
Details
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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Security Scanned
Passed automated security review
Permissions
Allowed Hosts
File Scopes
Pipeline Reporter Pro needs terminal access for CSV processing and PDF generation. File read access reads pipeline CSVs and historical data. File write access saves PDF reports, JSON exports, and weekly snapshots. Network access is optional for direct CRM API calls (HubSpot, Salesforce) and automated email reports. Environment variables read API keys and SMTP credentials for optional integrations. No browser 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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