Audit Pipeline

Inspects stage coverage, hygiene, and forecast alignment to produce recommended actions.

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

Command: audit-pipeline

Inputs

  • segment – optional filter (enterprise, midmarket, smb) to focus the audit.
  • period – current quarter/month to evaluate.
  • detail – summary | full to control output depth.
  • owners – optional rep/manager list to spotlight.
  • include-forecast – true/false to add commit/best-case analysis.

Workflow

  1. Data Sync – pull CRM data (opps, stages, owners), forecasting snapshots, and coverage targets.
  2. Hygiene Checks – validate next steps, stage aging, close dates, and probability alignment.
  3. Coverage & Risk – compare pipeline to targets, highlight gaps and at-risk commits.
  4. Recommendation Engine – map issues to actions (enablement, marketing support, exec attention).
  5. Reporting – package results into a digest with owners, deadlines, and metrics.

Outputs

  • Stage-by-stage health report with key metrics.
  • Risk + opportunity list with recommended action owners.
  • Forecast variance summary if include-forecast=true.

Agent/Skill Invocations

  • pipeline-director – provides coverage targets + governance.
  • pipeline-analyst – executes diagnostics and variance analysis.
  • forecast-coach – recommends inspection cadences and enablement.
  • pipeline-ops skill – ensures CRM hygiene standards are applied.

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