Pipeline Reporter

Generate a Markdown pipeline report from a CRM export CSV containing deal or opportunity rows. The report must include pipeline summary, forecast by stage, and rep performance.

Accepted Input

Accept a CSV file or pasted CSV data with opportunity-level records.

Standard column mapping:

• deal_name: opportunity or deal name
• amount: deal value
• stage: current sales stage
• owner: rep, account executive, or deal owner
• close_date: expected close date

Common aliases may be mapped automatically: