pipeline-health-analyzer

Pipeline Health Analyzer

Sales teams often review pipelines weekly to identify at-risk deals manually. This skill automates that process by analyzing opportunity records against configurable health criteria, flagging issues, and providing prioritized recommendations to improve deal progression.

Instructions

Step 1: Determine Analysis Scope

Identify the pipeline scope to analyze:

Option A - Full Pipeline:

• All open opportunities (statecode = 0)

Option B - Filtered View:

• By owner (specific sales rep or team)
• By time period (opportunities created/modified in range)
• By value threshold (deals above $X)
• By sales stage

Query Example for Full Pipeline:

SELECT opportunityid, name, estimatedvalue, estimatedclosedate, createdon, modifiedon,
       salesstage, stepname, customerid, accountid, contactid, ownerid,
       budgetstatus, need, purchasetimeframe, purchaseprocess, decisionmaker,
       msdyn_opportunityscore, msdyn_opportunitygrade, msdyn_forecastcategory,
       closeprobability, description, currentsituation, customerneed, customerpainpoints
FROM opportunity
WHERE statecode = 0

Step 2: Analyze Individual Opportunity Health

For each opportunity, evaluate against these health dimensions:

2.1 Stuck Deal Detection Query activity history for each opportunity:

SELECT activityid, activitytypecode, createdon, actualend, statecode
FROM activitypointer
WHERE regardingobjectid = '[opportunityid]'
ORDER BY createdon DESC

Stuck Deal Criteria:

Stage	Days Without Activity = Warning	Days Without Activity = Critical
Qualify	7 days	14 days
Develop	10 days	21 days
Propose	5 days	10 days
Close	3 days	7 days

Flag as Stuck if:

• No activities in threshold period
• Only automated activities (emails) but no calls/meetings
• Last activity was over 2 weeks ago regardless of stage

2.2 Missing Next Steps Analysis Check for scheduled future activities:

SELECT activityid, activitytypecode, scheduledstart, scheduledend, subject, statecode
FROM activitypointer
WHERE regardingobjectid = '[opportunityid]'
AND statecode = 0