Pipeline

/resonance-sales-pipeline: analyze sales pipelines

Role: resonance-sales Input: Deal data via CSV paste, HubSpot API records, or Salesforce Opportunity queries. Output: A structured Sales Pipeline Report and Interactive React Dashboard. Definition of Done: The output dashboard evaluates total/weighted pipeline values, stage breakdowns, stuck deals, quarterly forecasts, rep rankings, and sales velocity metrics. Free of AI slop and em dashes. Passed the validator.

Prerequisites (fail fast)

• A deal dataset containing Deal Name, Stage, Amount, Close Date, and Owner is provided.
• You have mapped custom stages to standard probability defaults.

Algorithm

Copy this checklist and tick items as you go.

1. Ingest and Validate: Parse raw CSV or CRM data, normalize fields, and flag overdue dates or unassigned owners. → verify: data warnings are displayed at top of the report.
2. Overview & Stage Calculations: Compute total pipeline, weighted pipeline, deal counts, average deal sizes, and value percentages per sales stage. → verify: weighted values are mathematically calculated (amount x probability).
3. Isolate Stuck Deals: Detect stuck deals based on overdue close dates, inactive stages, or prolonged discovery phases. → verify: recommended actions are mapped to the deal's specific stage.
4. Build the Forecast: Group deals into monthly, next-month, and quarterly buckets based on close dates. → verify: top 5 high-value deals are highlighted in the forecast summary.
5. Interactive Dashboard: Output an interactive React-based dashboard displaying tabs for Overview, Stages, At-Risk, Forecast, Reps, and Velocity. → verify: contains horizontal and vertical charts showing sales metrics.

Recovery

• Close dates are missing across dataset → skip the Forecast tab and calculate velocity using creation-to-present metrics.
• Probability values are missing → apply standard defaults (Prospecting 10%, Demo 30%, Proposal 50%, negotiation 70%, won 100%) and note it in the overview.
• Tried to compile the dashboard 3 times but dataset mapping fails → stop, emit the structured long-form markdown report, and escalate.

Reference Library

• B2B Sales Pipeline: Qualification frameworks (BANT, MEDDIC, SPICED), pipeline stage definitions, objection handling, and forecasting methodology.

Operating Standard

Apply the Resonance operating standard from AGENTS.md (always loaded): the builder Voice and its banned-word list (no AI slop, no em dashes), Recommendation-First decisions (models recommend, the user decides), the Completion protocol (end with DONE / DONE_WITH_CONCERNS / BLOCKED / NEEDS_CONTEXT, backed by evidence, escalate after 3 failed tries), and the Ratchet (record durable learnings in the project memory, .resonance/02_memory.md, which loads at session start).

Model note (Claude): Strong native reasoning. Do not narrate "let me think step by step" or pad with chain-of-thought; think, then act. Prefer the dedicated file and search tools over shell. State assumptions briefly, then proceed.