Can I use these templates for any B2B sales stage?

Yes, the templates are designed with standard stages like Discovery, Demo, and Negotiation, but they can be easily adapted to match your specific sales process.

What is the Pipeline Reporting skill for Claude Code?

It is a specialized skill that provides Claude with the templates and logic needed to generate professional B2B sales pipeline reports, including weekly summaries and monthly performance analyses.

Is this skill meant for sales managers or individual reps?

It serves both; managers can use it for team-wide reporting and analysis, while individual reps can use the quality checklist to ensure their personal pipeline is healthy and up-to-date.

How does this help with sales forecasting?

The skill includes weighted forecast calculations and coverage ratios, helping you understand how much pipeline you need to hit your quota based on current conversion rates.

Pipeline Reporting

Name: Pipeline Reporting
Author: majesticlabs-dev

bymajesticlabs-dev

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생산성 및 워크플로

Generates structured B2B sales pipeline reports and quality checklists for weekly reviews and monthly performance analysis.

소개

The Pipeline Reporting skill equips Claude with professional-grade templates for B2B sales management, enabling users to generate comprehensive weekly reports, deep-dive monthly analyses, and rigorous quality checklists. It helps sales leaders and RevOps teams track stage conversion rates, deal movement, weighted forecasts, and win/loss trends through standardized structures. By providing a consistent framework for reporting, it ensures pipeline hygiene, identifies at-risk deals early, and helps teams focus on the activities that drive the most revenue impact.

주요 기능

Comprehensive monthly analysis frameworks including win/loss and funnel velocity metrics
Quality checklists to maintain pipeline hygiene and data integrity
19 GitHub stars
Standardized weekly pipeline report templates with stage breakdowns and movement tracking
Weighted forecasting and quota coverage calculation structures
Categorization of at-risk deals and identification of priority focus areas

사용 사례

Conducting executive-level monthly pipeline reviews to analyze performance against quarterly targets
Automating the preparation of weekly sales team syncs with structured deal-level updates
Auditing CRM health using the quality checklist to improve forecast accuracy and rep accountability

소개

주요 기능

Comprehensive monthly analysis frameworks including win/loss and funnel velocity metrics
Quality checklists to maintain pipeline hygiene and data integrity
19 GitHub stars
Standardized weekly pipeline report templates with stage breakdowns and movement tracking
Weighted forecasting and quota coverage calculation structures
Categorization of at-risk deals and identification of priority focus areas

사용 사례

Conducting executive-level monthly pipeline reviews to analyze performance against quarterly targets
Automating the preparation of weekly sales team syncs with structured deal-level updates
Auditing CRM health using the quality checklist to improve forecast accuracy and rep accountability