Sales Pipeline Review
Claude Code plugin that reviews a CRM deals export for stale deals, missing next steps, stuck stages and slipping dates, then builds a forecast.
About Sales Pipeline Review
Pipeline reviews eat hours. Someone exports the deals, scrolls a spreadsheet, and tries to spot which deals have gone quiet, which have no next step and which close dates are fiction. This plugin does that pass for you in Claude Code.
Point it at a deals CSV from HubSpot, Pipedrive, Salesforce or a similar CRM. A bundled Node.js helper matches the columns (exact header names are not needed), does every calculation, and shows its column mapping so you can check it. Claude then turns the tables into a short report with up to eight actions for this week.
Three commands: /pipeline-review for stale deals, missing or overdue next steps, stage ageing, slipping close dates and a weighted forecast. /forecast for a commit, best case and pipeline call for any quarter or month, with reps' own calls compared against the evidence. /deal-coach for one deal: risks, next-best actions with dates, and a follow-up email that never invents facts.
Inside: the plugin, a skill for plain-language questions, an export and column-mapping guide for the three CRMs, a deal-coaching playbook, two sample exports and the reports the commands produced from them.
For sales managers, founders and small sales teams. It reads CSV only, works on one export at a time, never converts currencies, and does not write back to your CRM. It only knows what is in the export, so unlogged activity looks like no activity.
Highlights
- Works with HubSpot, Pipedrive and Salesforce CSV exports
- Finds stale deals, missing next steps and stuck stages
- Flags slipping and unrealistic close dates
- Weighted, commit, best case and pipeline forecasts
- Deal coaching with a no-invented-facts follow-up email
- Exact numbers from a local Node.js helper
- sales
- crm
- pipeline
- forecast
- hubspot
- pipedrive
- salesforce
- deal coaching
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