Inspect Pipeline Levers

Diagnoses pipeline coverage, conversion velocity, and stuck deal patterns.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Command: inspect-pipeline-levers

Inputs

  • stage – stage or grouping to inspect (create, qualify, pipeline, best-case, commit, closed).
  • segments – persona, region, product, or team filters.
  • window – lookback window (7d, 30d, quarter, custom).
  • metrics – focus metrics (coverage, velocity, win_rate, asp, slip_rate).
  • output – dashboard | memo | csv | slack.

Workflow

  1. Data Extraction – pull CRM pipeline tables plus enrichment fields and coach notes.
  2. Segmentation – slice by requested segments, highlight outliers vs benchmark.
  3. Leakage & Velocity – compute stage-to-stage conversion, cycle time, and stuck counts.
  4. Opportunity Drilldown – flag top stuck/at-risk deals with context + next steps.
  5. Packaging & Alerts – produce requested view plus Slack/Email summary for owners.

Outputs

  • Pipeline lever dashboard with stage conversion, velocity, and coverage deltas.
  • Stuck/at-risk deal list with recommended plays.
  • Summary memo highlighting root causes + action plan.

Agent/Skill Invocations

  • pipeline-analytics-lead – runs diagnostics + highlights at-risk segments.
  • revenue-intelligence-director – frames executive-ready narrative.
  • deal-quality-model skill – evaluates opportunity hygiene + win signals.
  • cohort-analysis skill – benchmarks performance vs historical cohorts.

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