{ "schema": "aiblocks-page/1", "id": "agency-sales-pipeline-analyst", "type": "agent", "name": "Sales pipeline analyst", "summary": "Find out if your pipeline can hit quota. Get coverage, stalled deals to act on and a forecast range of commit, best case and upside.", "headline": "Sales pipeline analyst", "subhead": "Paste a list of your open deals, with stage, value, close date and last activity, and your quota left for the period. The agent checks the data, then scores pipeline health and finds stalled or risky deals. You get a sales forecast with a range and a list of deals to act on this week.", "job": { "id": "track-numbers", "name": "Track your numbers" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "lead_list", "required": true, "label": "Lead list", "what": "a list of sales leads or open deals, from a CRM or a CSV export, with company, contact, stage and last contact" } ], "outputs": [ { "type": "audit_report", "required": true, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" }, { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "A list of open deals, with name, stage, value, expected close date and the date of last activity", "Your quota or target left for the period", "The owner of each deal, and the segment or deal size, if you want a breakdown (optional)", "Closed won and lost deals from the last 6 to 12 months, to work out your own win rates (optional)", "The stage each deal entered, to measure time in stage (optional)", "Which qualification facts you know for each deal, such as who signs and who champions it (optional)" ], "you_get": [ "A data check that lists stale deals, missing dates and missing values, and how far to trust the rest", "Pipeline coverage against quota left, and a coverage figure adjusted for weak deals", "Conversion by stage and time in stage, when you give history", "A list of deals that need action, each with the risk and one next step", "A forecast with Commit, Best Case and Upside, and the assumptions behind each", "A comparison with your CRM's stage-weighted number" ], "use_when": [ "Your quarter ends in a few weeks and you need to know whether the pipeline can still reach quota.", "Your forecast call is coming, and you want to see which deals are real before you commit a number.", "Win rates are falling, and you need to know at which stage deals die.", "You want a short list of deals to rescue this week, with an action for each." ], "skip_when": [ "You want a repeat review each Monday from a fresh export: use the Sales pipeline deal priority reviewer.", "You only want a forecast, with the maths shown: use the Bookings forecast builder.", "You want to find where visitors drop off on a website or app: use the Conversion funnel analyst.", "You want live numbers. Use your CRM's own reports, and use this agent to question them.", "You have fewer than about 10 open deals. A short list of deals is easier to review by hand." ], "output_sample": { "input": [ "Your open deals with stage, value, close date and last activity date", "Your quota or target left for the period", "Closed won and lost deals from the last 6 to 12 months (optional)", "Owner and segment for each deal (optional)" ], "prerequisites": [ "A CRM export or a spreadsheet of your deals", "An AI that can read a long table, such as Claude, ChatGPT or Gemini" ], "output": [ { "name": "Data check", "contains": "Stale deals, missing dates and values, and how far to trust the numbers." }, { "name": "Coverage", "contains": "Open pipeline against quota left, plus a figure adjusted for weak deals." }, { "name": "Stage conversion and time in stage", "contains": "How many deals move on at each stage and how long they wait there, when you give history." }, { "name": "Deals to act on", "contains": "At-risk deals with the risk and one next step each." }, { "name": "Forecast", "contains": "Commit, Best Case and Upside with assumptions, next to your CRM's number." }, { "name": "Risks and gaps", "contains": "Amounts at stake and the data you should collect." }, { "name": "Open checks", "contains": "What to confirm in your CRM before the forecast call." } ] }, "output_shape": "DATA CHECK\n Deals read | Stale 30 days or more | No close date | No value | Trust level \n\nCOVERAGE\n | Quota left <$> | Open pipeline <$> | Coverage x | Adjusted for weak deals x\n\nSTAGE CONVERSION AND TIME IN STAGE\n | Deals | Converted <%> | Average days in stage | Your usual days \n\nDEALS TO ACT ON\n | | | | | \n\nFORECAST\n Commit <$> | Best Case <$> | Upside <$>\n Assumptions \n CRM stage-weighted number <$> | Difference <$>\n\nRISKS AND GAPS\n | \n\nOPEN CHECKS\n | ", "how_to_use": [ "Add the pack to your AI as a skill. Or open a new chat and paste SKILL.md, then references/source-agent.md.", "Export your open deals from your CRM. Paste them with the column headings. Add closed deals from the last 6 to 12 months if you can.", "Say the period, your quota left and the date today, such as \"Q3, $400,000 left, today is 15 Aug\".", "Read the data check first. Fix missing close dates and stale deals in your CRM or accept the limits.", "Take the list of deals to act on into your pipeline review. Do the next step for each, then update the CRM.", "Run it again next week with a new export. Paste last week's report so it can show what changed." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Budget, forecast and cash gap review", "url": "https://useaiblocks.com/skills/monthly-budget-versus-actual-keeper", "why": "Budget, forecast and cash gap review" }, { "name": "Freelancer transaction and cash review", "url": "https://useaiblocks.com/skills/monthly-freelancer-books-closer", "why": "Freelancer transaction and cash review" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-pipeline-analyst.md", "licence": "MIT", "original_name": "Pipeline Analyst", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Pipeline Analyst", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-pipeline-analyst.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-sales-pipeline-analyst", "markdown": "https://useaiblocks.com/agents/agency-sales-pipeline-analyst.md", "json": "https://useaiblocks.com/agents/agency-sales-pipeline-analyst.json", "instructions": "https://useaiblocks.com/skills/agency-sales-pipeline-analyst/SKILL.md", "download": "https://useaiblocks.com/skills/agency-sales-pipeline-analyst.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-sales-pipeline-analyst", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-sales-pipeline-analyst", "mcp": "https://useaiblocks.com/mcp" } }