Pipeline Analysis
Analyzes sales pipeline data and renders an interactive visual dashboard.
ABOUT
Processes deal data from CSV, HubSpot, or Salesforce to produce an interactive pipeline dashboard covering pipeline value, stage conversion rates, stuck deals, forecast, rep performance, and sales velocity.
WHAT IT DOES
Interactive dashboard
Visual HTML artifact with charts and filterable views.
Stage conversion analysis
Identifies where deals drop off in the funnel.
Stuck deal detection
Flags deals with no activity past expected duration.
Rep performance view
Compares pipeline and activity metrics across reps.
Forecast output
Projects likely closes based on current pipeline state.
DETAILS
Category
Analysing
Works with
Claude
Status
Ready