Pipedrive Pipeline Health Report

Task

Use @Pipedrive/List PipelinesName it "Pipedrive/List Pipelines" and call it with @Pipedrive/List Pipelines to get all pipelines, @Pipedrive/List StagesName it "Pipedrive/List Stages" and call it with @Pipedrive/List Stages to map stage structure and probabilities, @Pipedrive/List Deals and @Pipedrive/Get DealName it "Pipedrive/Get Deal" and call it with @Pipedrive/Get Deal to pull deal data, and @Pipedrive/Get OrganizationName it "Pipedrive/Get Organization" and call it with @Pipedrive/Get Organization to add company context. Generate a comprehensive pipeline health report covering stage distribution, deal velocity, stalled opportunities, and revenue forecasts.

Example: Generate a full pipeline health report with conversion rates, velocity metrics, and a list of stalled deals that need attention.

Input

The user will provide either:

1. A specific pipeline to analyze (e.g., "Enterprise Pipeline")
2. A time period to focus on (e.g., "this quarter", "last 90 days")
3. Nothing (analyze all pipelines and provide a full report)

Example: "Give me a health report for my Sales Pipeline" or "How healthy is my pipeline this quarter?"

Context

Report Sections

1. Pipeline Overview:

• Total open deals and combined value
• Deals created vs. closed (won + lost) in period
• Overall win rate and average deal size
• Pipeline coverage ratio (pipeline value vs. target)

2. Stage Distribution:

• Number of deals per stage
• Total and average value per stage
• Stage-to-stage conversion rates
• Weighted value using stage probabilities

3. Deal Velocity:

• Average days in each stage
• Average total sales cycle length
• Fastest and slowest deals
• Velocity trends (improving or declining)

4. Stalled Deals:

• Deals with no activity in 14+ days
• Deals past expected close date
• Deals stuck in a stage longer than 2x the average
• Large deals that need immediate attention

5. Revenue Forecast:

• Best case (sum of all open deal values)
• Weighted forecast (value x stage probability)
• Committed deals (high probability stages)
• At-risk revenue (stalled deals value)

Analysis Strategy

1. Query all pipelines and map their stage structures
2. Pull all open deals with full details
3. Group deals by stage and calculate metrics
4. Identify stalled and at-risk deals
5. Get organization details for major deals
6. Calculate forecasts and produce the report

What Makes a Healthy Pipeline

• Balanced stage distribution (not all deals in early stages)
• Consistent flow through stages (no bottlenecks)
• Deals moving at expected velocity
• Less than 20% of deals stalled
• Pipeline coverage of 3-4x target

Output

Pipeline Health Report - [Date]

---

Executive Summary:

• Pipeline Health Score: [Good/Fair/Poor]
• [X] open deals worth $[Y] total
• Win rate: [Z]% | Avg cycle: [N] days
• Coverage ratio: [X]x against $[target]

---

Stage Distribution:

| Stage | Deals | Value | Avg Value | Conv. Rate | Weighted | |-------|-------|-------|-----------|------------|----------| | [Lead] | X | $Y | $Z | N% | $W | | [Qualified] | X | $Y | $Z | N% | $W | | [Proposal] | X | $Y | $Z | N% | $W | | [Negotiation] | X | $Y | $Z | N% | $W |

---

Deal Velocity:

| Stage | Avg Days | Median Days | Deals Moving | Deals Stalled | |-------|----------|-------------|-------------|---------------| | [Lead] | X | Y | Z | W | | [Qualified] | X | Y | Z | W |

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Stalled Deals (Needs Attention):

| Deal | Value | Stage | Days Stalled | Organization | Issue | |------|-------|-------|-------------|-------------|-------| | [Deal 1] | $X | Proposal | 21 | Acme Corp | No activity in 21 days | | [Deal 2] | $X | Qualified | 18 | BigCo | Past expected close date |

---

Revenue Forecast:

| Scenario | Amount | |----------|--------| | Best case | $[X] | | Weighted forecast | $[Y] | | Committed (>80%) | $[Z] | | At-risk (stalled) | $[W] |

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Recommendations:

1. [Specific action item based on the data]
2. [Specific action item based on the data]
3. [Specific action item based on the data]