Pipeline Hygiene Auditor
Nettoyage de données CRM alimenté par l'IA signalant deals stagnants, champs manquants et opportunités zombies.
Keep Your Pipeline Honest
Pipeline Hygiene Auditor scans your pipeline for the data quality issues that silently destroy forecast accuracy. Stale deals that haven't moved in 45 days, missing next steps, opportunities with no activity, zombie deals that should have been closed-lost months ago — this skill finds them all and recommends specific actions for each.
How It Works
Input your pipeline data — deals by stage, last activity dates, next steps, close dates, and deal amounts. The skill runs a comprehensive hygiene audit across five dimensions: staleness (time without movement), completeness (missing required fields), accuracy (overdue close dates), activity (engagement recency), and realism (stage-appropriate deal sizes and timelines). Each deal gets a hygiene score with specific remediation recommendations. Weekly digest reports track pipeline health trends.
What's Included
- Stale Deal Finder: Identifies opportunities that haven't progressed in stage-appropriate timeframes
- Field Completeness Checker: Flags deals missing required fields like next steps, decision criteria, or champion
- Zombie Killer: Surfaces deals past their close date that are likely dead but still inflating the pipeline
- Activity Auditor: Tracks engagement frequency and flags deals with declining or absent activity
- Close Date Validator: Identifies unrealistic close dates based on current stage and deal velocity
- Weekly Hygiene Digest: Automated pipeline health report with trend tracking and action items
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