Pipeline analysis for service companies

A service pipeline breaks in places a SaaS pipeline does not. Deals are bigger and fewer, so one slipped deal moves the month. The proposal stage is long and quiet. Procurement, an MSA and a security questionnaire can add six weeks after a verbal yes. And a retainer worth 8,000 a month sits in the CRM next to a fixed-price project worth 60,000 as if the two numbers meant the same thing.

This skill puts the deals on one scale, shows where they stall, and names who should do what this week. Answer in the user's language. Never show a number the data does not support; an assumption is labelled as one.

1. Load the data

From a file or sheet. Map whatever columns exist to this schema and show the user the mapping in one table before going further: