Ingest Pipeline

Aggregates CRM/MAP data, cleans records, and prepares forecast-ready pipeline views.

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

Command: ingest-pipeline

Inputs

  • timeframe – forecast period (Q1, Q2, FY, rolling-90).
  • segments – comma-separated list of segments or regions.
  • detail – summary | full output verbosity.
  • filters – optional stage, product, or owner filters.
  • refresh – optional flag to force data refresh vs cached snapshot.

Workflow

  1. Data Extraction – pull CRM opportunities, bookings actuals, MAP signals, and enrichment fields by timeframe.
  2. Normalization & QA – dedupe, enforce stage definitions, check close dates, align currencies, and flag missing data.
  3. Scoring & Cohorting – compute coverage, velocity, win rate assumptions, and stage-based risk scores.
  4. Segmentation – split pipeline by segment, region, product, partner, and channel.
  5. Packaging – output structured tables + dashboards for forecast architect + finance partner review.

Outputs

  • Pipeline dataset (CSV/Sheets) with commit/upside/sandbag buckets.
  • Data quality log detailing issues resolved or pending.
  • Snapshot summary (coverage %, attainment, risk flags) per segment.

Agent/Skill Invocations

  • revops-analyst – runs extraction + QA steps.
  • forecast-modeling skill – provides scoring templates and coverage math.
  • variance-analysis skill – tags known risk cohorts for later tracking.

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