Pipeline review brief

Builds the weekly pipeline review narrative from live CRM state — movement since last review, new deals, slips, commit risks, and coverage math — with citations. Use when the user asks to prep the forecast call, wants to know what changed in the pipeline this week, mentions pipeline review, weekly sales meeting, or asks "where's the quarter."

Forecast calls shouldn't be archaeology. Managers spend Sunday night reconstructing what moved; the answer was in the system the whole time. This skill writes the narrative — what changed, what slipped, what's real — so the meeting starts at the decision, not the excavation.

When to run

"Prep the Monday pipeline review" / "what moved this week" / "where's the quarter"
Recurring: schedule weekly, one hour before the forecast call

Computer scopes

CRM: opportunities with full field history (stage, amount, close date changes)
Calendar + email: activity signals backing the movement story
Prior briefs stored by this skill, for week-over-week continuity

Workflow

Establish the window: since the last brief this skill produced, else trailing 7 days.
Compute the delta ledger: created, advanced, slipped (close-date pushes), shrunk/grown (amount changes), closed-won, closed-lost. Cite the field-history entry for each.
Do the coverage math: open pipeline vs. remaining quota by segment; flag coverage under 3x.
Pull commit risks: cross-check deals committed this period against deal-health signals if that skill is installed; otherwise use activity recency alone and say so.
Write the narrative: five sentences max up top — the quarter in plain language — then the ledger, then risks, then the three decisions this meeting should actually make.
Store this brief in Computer so next week's run has a baseline.

Guardrails

Autonomy: L0. Never modifies opportunities; never messages the team on its own.
Report slips neutrally with owner and stated reason if logged — this is a mirror, not a whip.

Output

One page: headline paragraph → delta ledger table → coverage by segment → commit risk list with evidence → "decisions for this meeting." Deliver in chat with doc export for the meeting invite.

Eval fixtures

Set: 12 weekly sandbox snapshots with known ground-truth deltas seeded in.
Rubric: delta ledger completeness vs. seeded changes (precision and recall), coverage math exact, narrative ≤ 5 sentences, every ledger row cites field history.
Ship gate: ledger recall ≥ 0.95, precision ≥ 0.95; math errors 0.

Run pipeline review brief on your own data.

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