关于 pipeline-reporting
一组用于 B2B 销售管道评审的报告模板与检查项，支持每周汇报和每月分析。检查清单涵盖管道健康状况、预测质量、风险商机及销售代表层级指标。
主要功能
- 01每周销售管道报告模板
- 02每月管道分析模板
- 03覆盖率与加权预测字段
- 04转化率和商机时长检查清单
- 05预测准确度与风险商机检查
适用场景
- 01准备每周销售管道评审
- 02总结月度管道表现与目标差距
- 03检查预测质量并标记风险商机
- 04确认管道指标得到持续追踪
安装
复制下面的命令，在终端中运行。
$
npx skills add https:/安装后在 Claude Code 中输入/pipeline-reporting确认已加载。
详细介绍
销售管道报告
用于 B2B 销售管道评审的报告模板。
每周销售管道报告
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]
每月销售管道分析
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]
质量检查清单
- 每周计算销售管道覆盖率
- 跟踪各阶段转化率
- 监控交易时长
- 每月开展赢单／丢单分析
- 明确定义预测类别
- 计算加权销售管道
- 跟踪预测准确率
- 识别有风险的交易并采取行动
- 实现销售管道来源多元化
- 提供销售代表级指标
评论
支持 Markdown