pipeline-review

Instructions

Setup state. Not yet configured for this org. Load the Setup sub-page and walk the user through mapping their CRM stages to the Swan funnel model, recording per-stage SLAs, and setting the review cadence before running a review. (After setup is performed, rewrite this paragraph via swan-update-skill to describe the current state — funnel stages mapped from CRM, required field mappings, per-stage SLAs in days, review cadence and delivery channel, and last-refreshed date — so future runs see the current configuration without re-checking.)

What this skill does

Walk the user's pipeline. Surface deals that need attention: stalled in stage, regressed in stage, missing key activities, or showing risk signals. Output: a short prioritized list with one action per item. Not a forecast — that's a separate verb.

Step 1 — Scope the review

Ask once:

• Whose pipeline (a specific AE, a team, the whole org)?
• Which stages (mid-funnel only by default — exclude early discovery and closed)?
• Time horizon (default: deals expected to close this quarter, plus anything aging > 30 days regardless of close date).

If the user hasn't said which AE, default to all open mid-funnel deals.