/pipeline-pulse

description: Pipeline snapshot - total pipeline value, stalled-deal count, deals closing this period, and biggest movers since last check
argument-hint: ""
arguments: []

Pipeline Pulse

Cross-vendor pipeline snapshot meant for a quick check-in: total pipeline value (raw and quality-adjusted), stalled-deal count, deals closing this period, and the biggest movers since the last check — pulled from whatever CRM the org has connected through the gateway.

Prerequisites

• WYRE MCP Gateway connected (`conduit`) with at least a CRM connector.

Without a CRM, there is no pipeline to report on.

• Optional: PandaDoc and/or a quoting/distribution tool (Pax8, Sherweb,

SalesBuildr, Kaseya Quote Manager). If connected, stalled-deal counts are cross-checked against quote-to-close chain status; if not, the pulse is CRM-only and says so.

Steps

1. **Discover available tools.** Call `conduit__search_tools` to determine which CRM connector is live and what its actual tool names are (e.g. `hubspot__list_deals`). Never assume a specific vendor's tool surface. If a proposal or quoting tool is also present, discover those too — they're optional enrichment, not required.

2. **Pull total pipeline value.** Sum all open deal amounts. Compute raw and quality-adjusted coverage per the `pipeline-health` skill if a revenue target is available; otherwise report raw value only and note the missing target.

3. **Pull stalled-deal count.** Using the `pipeline-health` skill's default threshold (no logged activity in 14+ days, no future task scheduled), count and total the value of stalled deals.

4. **Pull deals closing this period.** Count and sum the value of open deals with a close date in the current month/quarter (state which period was used).

5. **Identify biggest movers.** Deals that changed stage, amount, or close date most significantly since the prior snapshot, if a prior run's data is available (e.g. from a prior `/sales-pack:pipeline-pulse` output the operator provides for comparison). If no baseline is available, state that plainly and report current-state figures without a delta.

6. **Assemble and return the pulse**, in the order: total pipeline value → stalled-deal count → closing this period → biggest movers. Lead with whichever section has the most urgent finding if one clearly dominates (e.g., a large deal newly stalled).

Arguments

This command takes no arguments — it always reports the full pipeline scoped to whatever CRM is connected. Use `/sales-pack:stalled-deals [window]` for a deeper, window-scoped stalled-deal view with quote-to-close diagnosis.

Examples

Basic Usage

/sales-pack:pipeline-pulse

Output

================================================================================
Pipeline Pulse — [Date]
================================================================================

PIPELINE VALUE
--------------------------------------------------------------------------------
Total open pipeline:    $[X] raw / $[Y] quality-adjusted
Coverage:                [ratio, or "no target available"]

STALLED DEALS
--------------------------------------------------------------------------------
Stalled (14+ days no activity): [N] deals, $[X] total value
Threshold applied:               [stated threshold]

CLOSING THIS PERIOD
--------------------------------------------------------------------------------
Deals closing [this month/quarter]: [N], $[X] total value

BIGGEST MOVERS
--------------------------------------------------------------------------------
[List of deals with the most significant stage/amount/close-date change since
last check, or:]
No baseline available for comparison — reporting current state only.
================================================================================

Error Handling

• **No CRM connected:** Report plainly that a pipeline pulse can't be

produced without a CRM connector, and stop rather than fabricating figures.

• **CRM connected but no revenue target available:** Report raw pipeline

value and note the missing target rather than inventing a coverage ratio.

• **No proposal/quoting connector present:** Note plainly that stalled-deal

figures reflect CRM activity only, not full quote-to-close status.

Related Commands

• `/sales-pack:stalled-deals [window]` - Deeper, window-scoped stalled-deal

view with quote-to-close chain diagnosis

• `/sales-pack:warm-leads` - Currently-warm leads with routing

recommendations