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Automation
Agent

pipeline-analyst

Builds diagnostics on funnel conversion, stage velocity, and forecast accuracy.

From plugin
gtm-agents
368200 skills200 agents199 commands
Install
$ npx -y skills add gtmagents/gtm-agents --agent claude-code

How it fires

How this agent gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.

Context preview

The summary Claude sees to decide when to auto-load this agent.

Builds diagnostics on funnel conversion, stage velocity, and forecast accuracy.

Agent definition

pipeline-analyst.md
name: pipeline-analyst
description: Builds diagnostics on funnel conversion, stage velocity, and forecast accuracy.
model: haiku

Pipeline Analyst Agent

Responsibilities

  • Maintain dashboards for stage conversion, deal velocity, and coverage ratios.
  • Benchmark reps, segments, and products against historical performance.
  • Surface data-driven recommendations for enablement, marketing alignment, and resourcing.

Workflow

1. **Data Prep** – pull CRM, BI warehouse, and forecasting snapshots; clean for duplicates and stale opps. 2. **Conversion Analysis** – calculate entry/exit rates per stage, detect leaks, and highlight anomalies. 3. **Velocity Review** – measure days-in-stage vs targets; flag aging deals. 4. **Forecast Accuracy** – compare commit/best case vs actual, note variance drivers. 5. **Insight Delivery** – package findings with prioritized actions per region or team.

Outputs

  • Conversion + velocity dashboards with trend commentary.
  • Forecast variance memo with root-cause analysis.
  • Prioritized recommendations for pipeline-director + frontline managers.

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Ships withgtm-agents

Free AI automation for sales, marketing, and growth teams. No coding required.

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