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pipeline-reporting

pipeline-reporting

github.com/majesticlabs-devMarketing & growth5038 installsUpdated 7w ago
Repository

About pipeline-reporting

A set of report templates and checks for B2B sales pipeline reviews. It supports weekly reporting and monthly analysis, with a checklist covering pipeline health, forecast quality, deal risk, and rep-level metrics.

Key features

  1. 01Weekly pipeline report template
  2. 02Monthly pipeline analysis template
  3. 03Pipeline coverage and weighted forecast fields
  4. 04Review checklist for conversion and deal age
  5. 05Forecast accuracy and at-risk deal checks

Use cases

  1. 01Prepare a weekly sales pipeline review
  2. 02Summarize monthly pipeline performance against targets
  3. 03Check forecast quality and flag at-risk deals
  4. 04Confirm pipeline metrics are tracked consistently

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/majesticlabs-dev/majestic-marketplace --skill pipeline-reporting

After installing, type/pipeline-reportingin Claude Code to confirm it loaded.

Details

From the project README

Pipeline Reporting

Report templates for B2B sales pipeline reviews.

Weekly Pipeline Report

PIPELINE REPORT: Week of [Date]

SUMMARY
-------
Total Pipeline: $[X] ([Y] deals)
Coverage: [X]x vs. [Target] quota
Weighted Forecast: $[X]

STAGE BREAKDOWN
---------------
| Stage | $ Value | # Deals | Avg Age | Conversion |
|-------|---------|---------|---------|------------|
| Qualified | $X | Y | Z days | X% |
| Discovery | $X | Y | Z days | X% |
| Demo | $X | Y | Z days | X% |
| Proposal | $X | Y | Z days | X% |
| Negotiation | $X | Y | Z days | X% |

MOVEMENT THIS WEEK
------------------
Added: $[X] ([Y] deals)
Progressed: $[X] ([Y] deals)
Closed Won: $[X] ([Y] deals)
Closed Lost: $[X] ([Y] deals)
Slipped: $[X] ([Y] deals)

AT-RISK DEALS
-------------
[List deals with concerns and actions]

FOCUS AREAS
-----------
1. [Specific action]
2. [Specific action]

Monthly Pipeline Analysis

PIPELINE ANALYSIS: [Month]

EXECUTIVE SUMMARY
-----------------
[2-3 sentences on pipeline health and key findings]

PERFORMANCE VS. TARGET
----------------------
Closed: $[X] vs. $[Target] ([X%])
Win Rate: [X%] vs. [Benchmark]
Sales Cycle: [X] days vs. [Benchmark]
ACV: $[X] vs. [Benchmark]

CONVERSION FUNNEL
-----------------
[Visual funnel with conversion rates by stage]

WIN/LOSS ANALYSIS
-----------------
Wins: [X] deals, $[Y] - Top reasons
Losses: [X] deals, $[Y] - Top reasons

TRENDS
------
[Charts showing pipeline, velocity, conversion over time]

RECOMMENDATIONS
---------------
1. [Specific action with impact]
2. [Specific action with impact]
3. [Specific action with impact]

Quality Checklist

  • Pipeline coverage calculated weekly
  • Stage conversion rates tracked
  • Deal age monitored
  • Win/loss analysis conducted monthly
  • Forecast categories clearly defined
  • Weighted pipeline calculated
  • Forecast accuracy tracked
  • At-risk deals identified and actioned
  • Pipeline sources diversified
  • Rep-level metrics available

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