Individual skill
pipeline-review
Reviews pipeline health before forecast calls or recurring check-ins. Flags stuck, skipped, regressing, or at-risk deals and recommends one concrete action per issue.
skills/ido-goldberg/pipeline-review/SKILL.md
Source commit 5d786aad0c7b2ca59b1abf1f601f9407ca261996
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- Observed behavior
- Not checked yet
- Last checked
- Nov 11, 2026
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Repository context
- Repository stars (not skill ratings)
- 237
- Repository last updated
- Oct 20, 2026
- License
- MIT
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- engineering Derived category
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## Instructions
**Setup state.** Not yet configured for this org. Load the `Setup` sub-page and walk the user through mapping their CRM stages to the Swan funnel model, recording per-stage SLAs, and setting the review cadence before running a review. (After setup is performed, rewrite this paragraph via `swan-update-skill` to describe the current state — funnel stages mapped from CRM, required field mappings, per-stage SLAs in days, review cadence and delivery channel, and last-refreshed date — so future runs see the current configuration without re-checking.)
### What this skill does
Walk the user's pipeline. Surface deals that need attention: stalled in stage, regressed in stage, missing key activities, or showing risk signals. Output: a short prioritized list with one action per item. Not a forecast — that's a separate verb.
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### Step 1 — Scope the review
Ask once:
- Whose pipeline (a specific AE, a team, the whole org)?