Pipeline Reporter (Pro)
Generate executive-grade 12-month sales forecasts and win/loss reports from CRM data or CSVs.
- 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.
Secure checkout via Stripe
Included in download
- Generate a 12-month weighted sales forecast with three-tier scenarios.
- Extract qualitative win/loss reasons from sales rep opportunity notes.
- terminal, file_read, file_write automation included
- Includes example output and usage patterns
See it in action
A real example of what this skill takes in and produces.
Sample output
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 Reporter (Pro)
Generate executive-grade 12-month sales forecasts and win/loss reports from CRM data or CSVs.
Secure checkout via Stripe
Included in download
- Generate a 12-month weighted sales forecast with three-tier scenarios.
- Extract qualitative win/loss reasons from sales rep opportunity notes.
- terminal, file_read, file_write automation included
- Includes example output and usage patterns
- Instant install
See it in action
A real example of what this skill takes in and produces.
Sample output
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
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.
Use Cases
- 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.
Known Limitations
- Forecasting accuracy depends on historical data quality - Win/loss analysis requires deal notes and stage timestamps - PDF generation may require system fonts (fallback included) - Direct CRM sync requires separate API keys with read access - Automated emails require SMTP credentials - Weekly snapshots accumulate disk usage (user can clean)
How to Install
mkdir -p ~/.claude/skills && curl -sL https://www.agensi.io/api/install/pipeline-reporter-pro | tar xz -C ~/.claude/skills/Free skills install directly. Paid skills require purchase - use the download button above after buying.
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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.
Works with Claude Code and Codex. Direct CRM sync requires API keys (optional). PDF generation requires basic LaTeX or weasyprint (auto-installed if missing).