pipeline-review
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Chinese/pipeline-review
/pipeline-review
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Analyze your pipeline health, prioritize deals, and get actionable recommendations for where to focus.
如果你看到不熟悉的占位符或需要检查已连接的工具，请查看CONNECTORS.md。
分析你的销售管道健康状况，优先处理交易，并获取关于重点跟进方向的可行建议。
Usage
使用方法
/pipeline-review [segment or rep]Review pipeline for: $ARGUMENTS
If a file is referenced: @$1
/pipeline-review [细分群体或销售代表]复盘以下对象的销售管道：$ARGUMENTS
如果引用了文件：@$1
How It Works
工作原理
┌─────────────────────────────────────────────────────────────────┐
│ PIPELINE REVIEW │
├─────────────────────────────────────────────────────────────────┤
│ STANDALONE (always works) │
│ ✓ Upload CSV export from your CRM │
│ ✓ Or paste/describe your deals │
│ ✓ Health check: flag stale, stuck, and at-risk deals │
│ ✓ Prioritization: rank deals by impact and closability │
│ ✓ Hygiene audit: missing data, bad close dates, single-thread │
│ ✓ Weekly action plan: what to focus on │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + CRM: Pull pipeline automatically, update records │
│ + Activity data for engagement scoring │
│ + Historical patterns for risk prediction │
│ + Calendar: See upcoming meetings per deal │
└─────────────────────────────────────────────────────────────────┘┌─────────────────────────────────────────────────────────────────┐
│ 销售管道复盘 │
├─────────────────────────────────────────────────────────────────┤
│ 独立模式（始终可用） │
│ ✓ 上传从CRM导出的CSV文件 │
│ ✓ 或粘贴/描述你的交易信息 │
│ ✓ 健康检查：标记停滞、卡住和高风险交易 │
│ ✓ 优先级排序：按影响程度和成交可能性对交易排名 │
│ ✓ 规范性审核：缺失数据、不合理截止日期、单线对接 │
│ ✓ 每周行动计划：明确重点关注内容 │
├─────────────────────────────────────────────────────────────────┤
│ 增强模式（连接工具后可用） │
│ + CRM：自动拉取销售管道、更新记录 │
│ + 基于互动数据进行参与度评分 │
│ + 基于历史模式进行风险预测 │
│ + 日历：查看每个交易对应的即将到来的会议 │
└─────────────────────────────────────────────────────────────────┘What I Need From You
我需要你提供的信息
Option A: Upload a CSV
Export your pipeline from your CRM (e.g. Salesforce, HubSpot). Helpful fields:
- Deal/Opportunity name
- Account name
- Amount
- Stage
- Close date
- Created date
- Last activity date
- Owner (if reviewing a team)
- Primary contact
Option B: Paste your deals
Acme Corp - $50K - Negotiation - closes Jan 31 - last activity Jan 20
TechStart - $25K - Demo scheduled - closes Feb 15 - no activity in 3 weeks
BigCo - $100K - Discovery - closes Mar 30 - created last weekOption C: Describe your pipeline
"I have 12 deals. Two big ones in negotiation that I'm confident about. Three stuck in discovery for over a month. The rest are mid-stage but I haven't talked to some of them in a while."
选项A：上传CSV文件
从你的CRM（如Salesforce、HubSpot）导出销售管道数据。建议包含以下字段：
- 交易/销售机会名称
- 客户名称
- 交易金额
- 阶段
- 截止日期
- 创建日期
- 最后互动日期
- 负责人（如果复盘团队管道）
- 主要联系人
选项B：粘贴交易信息
Acme Corp - $50K - 谈判阶段 - 1月31日成交 - 最后互动1月20日
TechStart - $25K - 已安排演示 - 2月15日成交 - 3周无互动
BigCo - $100K - 发现阶段 - 3月30日成交 - 上周创建选项C：描述你的销售管道
"我有12个交易。其中两个大额交易处于谈判阶段，我很有把握成交。三个交易在发现阶段停滞了一个多月。其余的处于中期阶段，但我有一段时间没和其中一些客户沟通了。"
Output
输出结果
markdown
undefinedmarkdown
undefinedPipeline Review: [Date]
销售管道复盘：[日期]
Data Source: [CSV upload / Manual input / CRM]
Deals Analyzed: [X]
Total Pipeline Value: $[X]
数据来源： [CSV上传 / 手动输入 / CRM]
分析的交易数量： [X]
管道总价值： $[X]
Pipeline Health Score: [X/100]
销售管道健康评分：[X/100]
| Dimension | Score | Issue |
|---|---|---|
| Stage Progression | [X]/25 | [X] deals stuck in same stage 30+ days |
| Activity Recency | [X]/25 | [X] deals with no activity in 14+ days |
| Close Date Accuracy | [X]/25 | [X] deals with close date in past |
| Contact Coverage | [X]/25 | [X] deals single-threaded |
| 维度 | 得分 | 问题 |
|---|---|---|
| 阶段推进 | [X]/25 | [X]个交易在同一阶段停滞30天以上 |
| 互动时效性 | [X]/25 | [X]个交易14天以上无互动 |
| 截止日期合理性 | [X]/25 | [X]个交易截止日期已过期 |
| 联系人覆盖 | [X]/25 | [X]个交易为单线对接 |
Priority Actions This Week
本周重点行动
1. [Highest Priority Deal]
1. [最高优先级交易]
Why: [Reason — large, closing soon, at risk, etc.]
Action: [Specific next step]
Impact: $[X] if you close it
原因： [理由——金额大、即将成交、存在风险等]
行动： [具体下一步]
影响： 成交后可获得$[X]
2. [Second Priority]
2. [次优先级交易]
Why: [Reason]
Action: [Next step]
原因： [理由]
行动： [下一步]
3. [Third Priority]
3. [第三优先级交易]
Why: [Reason]
Action: [Next step]
原因： [理由]
行动： [下一步]
Deal Prioritization Matrix
交易优先级矩阵
Close This Week (Focus Time Here)
本周需成交（重点投入时间）
| Deal | Amount | Stage | Close Date | Next Action |
|---|---|---|---|---|
| [Deal] | $[X] | [Stage] | [Date] | [Action] |
| 交易 | 金额 | 阶段 | 截止日期 | 下一步行动 |
|---|---|---|---|---|
| [交易名称] | $[X] | [阶段] | [日期] | [行动] |
Close This Month (Keep Warm)
本月需成交（保持跟进）
| Deal | Amount | Stage | Close Date | Status |
|---|---|---|---|---|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |
| 交易 | 金额 | 阶段 | 截止日期 | 状态 |
|---|---|---|---|---|
| [交易名称] | $[X] | [阶段] | [日期] | [状态] |
Nurture (Check-in Periodically)
长期培育（定期跟进）
| Deal | Amount | Stage | Close Date | Status |
|---|---|---|---|---|
| [Deal] | $[X] | [Stage] | [Date] | [Status] |
| 交易 | 金额 | 阶段 | 截止日期 | 状态 |
|---|---|---|---|---|
| [交易名称] | $[X] | [阶段] | [日期] | [状态] |
Risk Flags
风险标记
Stale Deals (No Activity 14+ Days)
停滞交易（14天以上无互动）
| Deal | Amount | Last Activity | Days Silent | Recommendation |
|---|---|---|---|---|
| [Deal] | $[X] | [Date] | [X] | [Re-engage / Downgrade / Remove] |
| 交易 | 金额 | 最后互动日期 | 静默天数 | 建议 |
|---|---|---|---|---|
| [交易名称] | $[X] | [日期] | [X] | [重新对接 / 降级 / 移除] |
Stuck Deals (Same Stage 30+ Days)
卡住交易（同一阶段停滞30天以上）
| Deal | Amount | Stage | Days in Stage | Recommendation |
|---|---|---|---|---|
| [Deal] | $[X] | [Stage] | [X] | [Push / Multi-thread / Qualify out] |
| 交易 | 金额 | 阶段 | 阶段停留天数 | 建议 |
|---|---|---|---|---|
| [交易名称] | $[X] | [阶段] | [X] | [推进 / 多线对接 / 淘汰不合格交易] |
Past Close Date
截止日期已过期
| Deal | Amount | Close Date | Days Overdue | Recommendation |
|---|---|---|---|---|
| [Deal] | $[X] | [Date] | [X] | [Update date / Push to next quarter / Close lost] |
| 交易 | 金额 | 截止日期 | 逾期天数 | 建议 |
|---|---|---|---|---|
| [交易名称] | $[X] | [日期] | [X] | [更新日期 / 推迟到下一季度 / 标记为流失] |
Single-Threaded (Only One Contact)
单线对接（仅一个联系人）
| Deal | Amount | Contact | Risk | Recommendation |
|---|---|---|---|---|
| [Deal] | $[X] | [Name] | Champion leaves = deal dies | [Identify additional stakeholders] |
| 交易 | 金额 | 联系人 | 风险 | 建议 |
|---|---|---|---|---|
| [交易名称] | $[X] | [姓名] | 对接人离职=交易失败 | [识别其他利益相关者] |
Hygiene Issues
规范性问题
| Issue | Count | Deals | Action |
|---|---|---|---|
| Missing close date | [X] | [List] | Add realistic close dates |
| Missing amount | [X] | [List] | Estimate or qualify |
| Missing next step | [X] | [List] | Define next action |
| No primary contact | [X] | [List] | Assign contact |
| 问题 | 数量 | 涉及交易 | 行动 |
|---|---|---|---|
| 缺失截止日期 | [X] | [列表] | 添加合理的截止日期 |
| 缺失金额 | [X] | [列表] | 估算或确认 |
| 缺失下一步行动 | [X] | [列表] | 明确后续行动 |
| 无主要联系人 | [X] | [列表] | 指定联系人 |
Pipeline Shape
管道结构
By Stage
按阶段划分
| Stage | # Deals | Value | % of Pipeline |
|---|---|---|---|
| [Stage] | [X] | $[X] | [X]% |
| 阶段 | 交易数量 | 价值 | 管道占比 |
|---|---|---|---|
| [阶段] | [X] | $[X] | [X]% |
By Close Month
按成交月份划分
| Month | # Deals | Value |
|---|---|---|
| [Month] | [X] | $[X] |
| 月份 | 交易数量 | 价值 |
|---|---|---|
| [月份] | [X] | $[X] |
By Deal Size
按交易规模划分
| Size | # Deals | Value |
|---|---|---|
| $100K+ | [X] | $[X] |
| $50K-100K | [X] | $[X] |
| $25K-50K | [X] | $[X] |
| <$25K | [X] | $[X] |
| 规模 | 交易数量 | 价值 |
|---|---|---|
| $100K+ | [X] | $[X] |
| $50K-100K | [X] | $[X] |
| $25K-50K | [X] | $[X] |
| <$25K | [X] | $[X] |
Recommendations
建议
This Week
本周
- [Specific action for priority deal 1]
- [Action for at-risk deal]
- [Hygiene task]
- [重点交易1的具体行动]
- [高风险交易的行动]
- [规范性整改任务]
This Month
本月
- [Strategic action]
- [Pipeline building if needed]
- [战略行动]
- [必要时拓展管道]
Deals to Consider Removing
建议移除的交易
These deals may be dead weight:
| Deal | Amount | Reason | Recommendation |
|---|---|---|---|
| [Deal] | $[X] | [No activity 60+ days, no response] | Mark closed-lost |
| [Deal] | $[X] | [Pushed 3+ times, no champion] | Qualify out |
---这些交易可能是无效负担：
| 交易 | 金额 | 理由 | 建议 |
|---|---|---|---|
| [交易名称] | $[X] | [60天以上无互动、无回应] | 标记为流失 |
| [交易名称] | $[X] | [推迟3次以上、无对接负责人] | 淘汰不合格交易 |
---Prioritization Framework
优先级排序框架
I'll rank your deals using this framework:
| Factor | Weight | What I Look For |
|---|---|---|
| Close Date | 30% | Deals closing soonest get priority |
| Deal Size | 25% | Bigger deals = more focus |
| Stage | 20% | Later stage = more focus |
| Activity | 15% | Active deals get prioritized |
| Risk | 10% | Lower risk = safer bet |
You can tell me to weight differently: "Focus on big deals over soon deals" or "I need quick wins, prioritize close dates."
我将使用以下框架对交易进行排名：
| 因素 | 权重 | 评估标准 |
|---|---|---|
| 截止日期 | 30% | 成交日期越近优先级越高 |
| 交易规模 | 25% | 金额越大优先级越高 |
| 阶段 | 20% | 阶段越靠后优先级越高 |
| 互动情况 | 15% | 活跃交易优先级更高 |
| 风险程度 | 10% | 风险越低优先级越高 |
你可以告诉我调整权重：比如“优先关注大额交易而非即将成交的交易”或“我需要快速成交，优先按截止日期排序”。
If CRM Connected
若已连接CRM
- I'll pull your pipeline automatically
- Update records with new close dates, stages, next steps
- Create follow-up tasks
- Track hygiene improvements over time
- 我将自动拉取你的销售管道数据
- 更新记录中的截止日期、阶段、下一步行动
- 创建跟进任务
- 跟踪规范性问题的改进情况
Tips
小贴士
- Review weekly — Pipeline health decays fast. Weekly reviews catch issues early.
- Kill dead deals — Stale opportunities inflate your pipeline and distort forecasts. Be ruthless.
- Multi-thread everything — If one person goes dark, you need a backup contact.
- Close dates should mean something — A close date is when you expect signature, not when you hope for one.
- 每周复盘——销售管道健康状况会快速恶化，每周复盘可尽早发现问题。
- 清理无效交易——停滞的机会会虚增管道规模并扭曲预测，要果断处理。
- 所有交易都要多线对接——如果一个联系人失联，你需要有备用对接人。
- 截止日期要真实——截止日期是你预计签署的日期，而非期望的日期。