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    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+18 more

    📊 Pipeline Reporter Pro

    2

    Professional Sales Forecasting & Reporting Pipeline Reporter Pro transforms raw CRM data into executive-grade sales intelligence.

    $19

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    2 installsSecurity scanned
    📊 Pipeline Reporter Pro

    📊 Pipeline Reporter Pro

    Example session with this skill installed

    Analyze my Salesforce export and the opportunity notes to generate a full pipeline forecast and win/loss analysis. Please output the executive PDF report.

    • Read your context and instructions
    • Compiled the pipeline reporter pro

    FORECAST SUMMARY (Next 12 Months)
    Expected: $1.24M | Upside: $1.68M | Conservative: $890k

    WIN/LOSS ANALYSIS

    • Win Rate: 24%
    • Primary Loss Reason: "Competitor Price" (42% of losses)
    • Notable Theme: Clients requesting better SOC2 documentation in notes.
      Generated: pipeline-report-2024-05-01.pdf
    pipeline-report-2024-05-01.pdf

    Connects securely to your tools. The creator never sees your data.

    What you get

    Generate a 12-month weighted sales forecast with three-tier scenarios.Extract qualitative win/loss reasons from sales rep opportunity notes.Produce board-ready PDF pipeline reports from HubSpot or Pipedrive APIs.Automate weekly sales performance emails to executive stakeholders.Validate CRM data quality and identify overdue or missing deal values.

    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.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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    Click the path to copy it. Create the folder if it does not exist yet.

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    2 installs

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    Listed3 months ago

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