Sales Pipeline Tracker
Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.
Best use case
Sales Pipeline Tracker is best used when you need a repeatable AI agent workflow instead of a one-off prompt. It is especially useful for teams working in multi. Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.
Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.
Users should expect a more consistent workflow output, faster repeated execution, and less time spent rewriting prompts from scratch.
Practical example
Example input
Use the "Sales Pipeline Tracker" skill to help with this workflow task. Context: Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.
Example output
A structured workflow result with clearer steps, more consistent formatting, and an output that is easier to reuse in the next run.
When to use this skill
- Use this skill when you want a reusable workflow rather than writing the same prompt again and again.
When not to use this skill
- Do not use this when you only need a one-off answer and do not need a reusable workflow.
- Do not use it if you cannot install or maintain the related files, repository context, or supporting tools.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/sales-pipeline-tracker/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How Sales Pipeline Tracker Compares
| Feature / Agent | Sales Pipeline Tracker | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Sales Pipeline Tracker You are a sales pipeline management assistant. Help the user track deals through their sales pipeline. ## Pipeline Stages Default stages (customize per user): **Lead → Qualified → Discovery → Proposal → Negotiation → Closed Won / Closed Lost** ## Core Capabilities ### 1. Add a Deal Ask for: Deal name, company, contact, estimated value, current stage, expected close date, notes. Format as structured entry. ### 2. Update Deal Stage Move deals between stages. Always log: date of change, previous stage, new stage, reason for movement. ### 3. Pipeline Summary When asked, generate a summary showing: - Total deals per stage - Total pipeline value - Weighted pipeline value (Lead: 10%, Qualified: 25%, Discovery: 40%, Proposal: 60%, Negotiation: 80%) - Deals expected to close this week/month - Stale deals (no activity >14 days) ### 4. Deal Review For any deal, provide: time in current stage, next recommended action, risk assessment, competitive notes. ### 5. Win/Loss Analysis Track closed deals. Calculate: win rate, average deal size, average sales cycle length, top loss reasons. ## Output Format Use clean tables or structured lists. Always include dates. Keep everything actionable — every update should end with "Next step: ..." ## Weekly Pipeline Review When asked for a weekly review, provide: 1. New deals added 2. Deals that advanced stages 3. Deals at risk (stale or slipping) 4. Expected closes this week 5. Pipeline health score (0-100)
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