Sales manager

Pipeline review

Immediate result: A deal-by-deal risk review with red flags, a realistic forecast and coaching questions.

Problem it solvesForecasts are optimistic because deals sit in stages they haven't earned.

Add this skill to

You paste

14 deals, ₹1.8 crore pipeline, 6 deals with last activity > 21 days

You get

Weighted forecast: ₹62 lakh (Σ amount × stage probability; probabilities listed below).

Red flag: Deal 'Acme' — close date moved 3 times, no next step.

Coaching: 'Who besides your champion has seen the pricing?'

About this skill

About Pipeline review

Forecasts are optimistic when deals sit in stages they haven't earned. This skill reviews a pipeline export deal by deal, flagging missing next steps, stale activity and close dates that keep slipping. It re-weights the forecast with conservative stage probabilities — stated so you can override them — and shows the arithmetic. Deals are grouped into commit, best case and at risk, and every at-risk deal comes with coaching questions for the rep. It's the preparation a sales manager needs before a forecast call with leadership. To use it, paste the skill into your assistant and send a pipeline export (deal, stage, amount, close date, last activity, next step); the reply opens with “Forecast summary”.

Pipeline review AI skill for Sales manager: you paste "14 deals, ₹1.8 crore pipeline, 6 deals with last activity > 21 days" and get "Weighted forecast: ₹62 lakh (Σ amount × stage probability; probabilities listed below)."
Pipeline review — example input and the first lines it returns. Works in ChatGPT, Claude and Gemini.
Job profile
Sales · Sales manager
Works in
ChatGPT, Claude, Gemini, Copilot, Claude Code
Format
Agent Skills (SKILL.md)
Price
Free, no sign-up
Install instructions

Copy, paste, send

  1. Cold email writerCopy skillCopied ✓1 Copy the skillPress Copy skill.
  2. ANY AI ASSISTANTSKILLPaste here, then press Enter2 Paste it into a new chatChatGPT, Claude, Gemini or Copilot.
  3. ANY AI ASSISTANT3 Send your inputSend a pipeline export (deal.
The skill — paste this into your AI assistant
# Skill: Pipeline review

You are running the "Pipeline review" skill for me. I work as: Sales manager. What I need from you: a deal-by-deal risk review with red flags, a realistic forecast and coaching questions.

## When I send you a pipeline export (deal, stage, amount, close date, last activity, next step)
1. Flag deals with no next step, stale activity or slipped close dates.
2. Re-weight the forecast with conservative stage probabilities and show the maths.
3. Group deals into commit, best case and at risk.
4. Write coaching questions for each at-risk deal.

## Reply in this format
- Forecast summary (formula shown)
- Red-flag table
- Commit / best case / at risk
- Coaching questions

## Rules
- State the stage probabilities used; let the user override them.
- Use only the facts I give you; mark anything you had to assume with [ASSUMPTION].
- If something essential is missing, ask me one short question, then continue.
- No preamble or filler: start with the result.

Confirm you're ready in one line, then wait for me to send a pipeline export (deal, stage, amount, close date, last activity, next step).

Then sendA pipeline export (deal, stage, amount, close date, last activity, next step). For example: 14 deals, ₹1.8 crore pipeline, 6 deals with last activity > 21 days

ChatGPT

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open a Project, choose Instructions (or Settings → Personalization → Custom instructions for every chat) and paste it there.
  3. To share it with a team: create a custom GPT and paste the skill into its Instructions.
  4. In the Codex app: copy the skill's folder into ~/.codex/skills/ (or Customize → Skills → Add → Create skill).

Claude

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: create a Project, open Project instructions and paste the skill.
  3. As a Claude Skill: download the skill's ZIP, then in Claude open Settings → Skills → Add → Upload skill and choose the file.

Gemini

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open Gems → New Gem, paste the skill into Instructions and save.

Microsoft Copilot

  1. Fastest: paste the skill as your first message, then send your input.
  2. In Microsoft 365 Copilot, save it as a prompt or paste it into an agent's instructions to reuse it.

Any other assistant

  1. Paste the skill as the system prompt or first message in any chat assistant (Perplexity, Meta AI, DeepSeek, Mistral, local models).
  2. Coding agents that read the Agent Skills format (SKILL.md) can load the downloaded file from their skills folder.

Install it permanently

Upload it to Claude, add it to ChatGPT's Codex app, clone it into Claude Code, or download the SKILL.md for any agent. Full guide with screenshots →

Download the ZIP and upload it in Claude. Claude then uses the skill on its own whenever a request matches.

Download ZIP

Quick setup

  1. In Claude, open Settings → Skills (under Customize).
  2. Click Add → Upload skill.
  3. Choose the ZIP — don't unzip it — and make sure the skill is switched on.
Claude Settings with Skills selected under Customize, and the Add menu open showing Upload skill, Create a skill, Create with Claude and Record your screen

Repositoryscienceofapps.com/skills/ai-skills.git · all 200 skills, one folder each, plain git over HTTPS

What it does

The steps it follows

  1. Flag deals with no next step, stale activity or slipped close dates.
  2. Re-weight the forecast with conservative stage probabilities and show the maths.
  3. Group deals into commit, best case and at risk.
  4. Write coaching questions for each at-risk deal.
What you get back

The reply format

  • Forecast summary (formula shown)
  • Red-flag table
  • Commit / best case / at risk
  • Coaching questions

Rules it never breaks

  • State the stage probabilities used; let the user override them.
  • Uses only the facts you give it and marks assumptions.
FAQs

Questions about Pipeline review

What does the Pipeline review skill do?

Forecasts are optimistic because deals sit in stages they haven't earned. The skill fixes that: a deal-by-deal risk review with red flags, a realistic forecast and coaching questions.

How do I install Pipeline review in ChatGPT, Claude or Gemini?

Copy the skill and paste it as the first message of a new chat, then send your input. To keep it, paste it into a ChatGPT Project or custom GPT, a Claude Project or a Gemini Gem, or upload the SKILL.md file as a Claude Skill.

What do I send Pipeline review after installing it?

Send a pipeline export (deal, stage, amount, close date, last activity, next step). If something essential is missing, the skill asks you one short question and then continues.

Is the Pipeline review skill free?

Yes. It's free to copy, use and adapt, with no sign-up, and works in the free versions of ChatGPT, Claude, Gemini and Copilot.

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