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omh-sales-pipeline-review

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[omh] CRM pipeline or sales forecast to review: turn a supplied CRM export or pipeline snapshot into an evidence-bound pipeline health, forecast, and follow-up review. Aliases: pipeline-review, forecast-review, deal-review. Use when the user says: sales-pipeline-review, sales pipeline review, pipeline review, pipeline health, pipeline coverage, deal review, deal health, sales forecast review.

agent-skills/omh-sales-pipeline-review/SKILL.md

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Nov 11, 2026
License
MIT

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# Sales Pipeline Review

This is an OMH `sales-pipeline-review` workflow skill, projected for Agent Skills hosts (Claude Code, Codex, Cursor, opencode, OpenClaw, pi).

## Why This Exists

`sales-pipeline-review` prepares evidence-bounded portfolio pipeline, forecast, and follow-up reviews from supplied CRM snapshots without replacing a CRM, mutating records, or claiming revenue.

## Do Not Use When

- The request is single-account discovery, qualification, buyer hypotheses, outreach drafting, or one opportunity's next step; use `omh-sales-development`.
- The user wants a weekly status, release-risk, or operating review with no sales stages, forecast categories, or deal records; use `omh-ops-review`.
- The user needs authoritative revenue, bookings, budget-variance, or close reporting rather than a pipeline scenario; use `omh-finance-analysis`.
- The user wants generic exploration or calculation on a supplied table with no stage, forecast, or deal-health semantics; use `omh-data-analysis`.
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