Close Pipeline Health Monitor

Task

Use @Close/List Pipelines and @Close/List StatusesName it "Close/List Statuses" and call it with @Close/List Statuses to map your full pipeline structure with all stages and statuses. Then use @Close/List OpportunitiesName it "Close/List Opportunities" and call it with @Close/List Opportunities to pull every open deal and @Close/Get OpportunityName it "Close/Get Opportunity" and call it with @Close/Get Opportunity to get detailed information on each. Cross-reference with @Close/List ActivitiesName it "Close/List Activities" and call it with @Close/List Activities to check activity recency for each deal, and @Close/Get LeadName it "Close/Get Lead" and call it with @Close/Get Lead to pull account context. Flag deals with no activity in 14+ days, calculate weighted revenue by stage, and output a comprehensive pipeline health report.

Example: Generate a pipeline health report showing deals by stage, stale deal flags, and weighted revenue forecast for this quarter.

Input

The user will provide either:

1. A specific pipeline to analyze (e.g., "Enterprise pipeline", "SMB pipeline")
2. A time period to focus on (e.g., "this quarter", "this month")
3. Nothing (analyze all pipelines)

Example: "Show me pipeline health for this quarter" or "Which deals are at risk of going cold?"

Context

What to Analyze

Stage-level metrics:

• Number of deals per stage
• Total and average deal value per stage
• Average time deals have spent in current stage
• Deals with no recent activity

Pipeline-level metrics:

• Total open pipeline value
• Weighted pipeline value based on stage confidence
• Number of deals by status
• Average deal age across the pipeline

Deal-level flags:

• Deals with no activity in 14+ days (stale)
• Deals without expected close dates
• Deals with close dates in the past
• High-value deals that need immediate attention

Analysis Strategy

1. List all pipelines and statuses to understand the structure
2. Pull all open opportunities and group by pipeline and status
3. For each deal, check last activity date and calculate days since
4. Pull lead context for account-level information
5. Calculate weighted revenue and flag at-risk deals

What Counts as a Valid Result

• Only include opportunities with active/open status
• Calculate weighted values using stage position as a proxy for probability
• Flag any deal with no activity in 14+ days as "at risk"
• Flag any deal with a close date in the past as "overdue"
• Use actual deal values and dates from Close

Output

Pipeline Overview:

| Pipeline | Open Deals | Total Value | Weighted Value | Avg Deal Age | |----------|-----------|-------------|----------------|--------------| | [Pipeline 1] | X | $Y | $Z | N days |

---

Stage Breakdown:

| Stage | Deals | Total Value | Avg Value | Avg Days in Stage | |-------|-------|-------------|-----------|-------------------| | [Stage 1] | X | $Y | $Z | N |

---

At-Risk Deals:

| Deal | Value | Stage | Days Since Activity | Issue | |------|-------|-------|---------------------|-------| | [Deal 1] | $X | [Stage] | N | No activity in 18 days | | [Deal 2] | $X | [Stage] | N | Close date overdue |

---

Revenue Forecast:

• Total open pipeline: $[sum of all open deal values]
• Weighted forecast: $[sum of weighted values]
• At-risk revenue: $[sum of flagged deal values]
• Deals needing attention: [N] deals worth $[total]