Pipeline Health Analyzer

---
name: pipeline-health-analyzer
description: Reviews opportunities in the sales pipeline to identify stuck deals, missing next steps, weak qualification, and unbalanced stages. Use when user asks "how is my pipeline looking", "analyze pipeline health", "which deals are stuck", "pipeline review", "find at-risk deals", "identify stalled opportunities", or "audit my open deals".
metadata:
  author: Dataverse
  version: 1.0.0
  category: sales-analytics
---

# Pipeline Health Analyzer

Sales teams often review pipelines weekly to identify at-risk deals manually. This skill automates that process by analyzing opportunity records against configurable health criteria, flagging issues, and providing prioritized recommendations to improve deal progression.

## Instructions

### Step 1: Determine Analysis Scope
Identify the pipeline scope to analyze:

**Option A - Full Pipeline:**
- All open opportunities (statecode = 0)

**Option B - Filtered View:**
- By owner (specific sales rep or team)
- By time period (opportunities created/modified in range)
- By value threshold (deals above $X)… install to load the full skill