Generate pipeline reports from CRM CSV exports. Use when the user says "analyze pipeline", "generate pipeline report", "forecast from CSV", "sales report", or asks for a sales pipeline summary, weighted forecast, stage forecast, rep performance, opportunity analysis, or CRM export review from deal/opportunity CSV data. This is the single-report, no-CRM-connection version; for 12-month forecasting, CRM API connections, PDF export, and scheduled reports, use pipeline-reporter-pro.
---
name: pipeline-reporter-free
description: Generate pipeline reports from CRM CSV exports. Use when the user says "analyze pipeline", "generate pipeline report", "forecast from CSV", "sales report", or asks for a sales pipeline summary, weighted forecast, stage forecast, rep performance, opportunity analysis, or CRM export review from deal/opportunity CSV data. This is the single-report, no-CRM-connection version; for 12-month forecasting, CRM API connections, PDF export, and scheduled reports, use pipeline-reporter-pro.
license: MIT
metadata:
version: 1.0.0
author: JustHandled Labs
triggers:
- analyze pipeline
- generate pipeline report
- forecast from CSV
- sales report
---
# Pipeline Reporter
Generate a Markdown pipeline report from a CRM export CSV containing deal or opportunity rows. The report must include pipeline summary, forecast by stage, and rep performance.
## Accepted Input
Accept a CSV file or pasted CSV data with opportunity-level records.
Standard column mapping:
- `deal_name`: opportunity or deal name
- `amount`: deal value… install to load the full skill