Dbochman/managing-pipeline
.claude/skills/managing-pipeline/SKILL.md
Analyzes Salesforce opportunity pipeline for AEs and sales managers. Tracks deals by stage, identifies at-risk opportunities, finds stalled deals. Use when reviewing pipeline, preparing forecasts, finding deals needing attention, or analyzing win/loss.
$ install --global
skillsauthnpx skillsauth add Dbochman/dotfiles managing-pipelineInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 17, 2026, 1:49 AM5.4s1 file scanned
SKILL.md
- name:
- managing-pipeline
- description:
- Analyzes Salesforce opportunity pipeline for AEs and sales managers. Tracks deals by stage, identifies at-risk opportunities, finds stalled deals. Use when reviewing pipeline, preparing forecasts, finding deals needing attention, or analyzing win/loss.
Pipeline Management
Analyze and manage Salesforce opportunity pipeline via sf CLI.
Setup
# Requires: sf (Salesforce CLI)
sf org login web --alias nvcrm-dev --instance-url https://test.salesforce.com
Quick Reference
All commands require --target-org nvcrm-dev (or -o nvcrm-dev).
Pipeline Overview
# Count by stage
sf data query -o nvcrm-dev --query "SELECT StageName, COUNT(Id) cnt FROM Opportunity WHERE IsClosed = false GROUP BY StageName ORDER BY cnt DESC"
# Pipeline value by stage
sf data query -o nvcrm-dev --query "SELECT StageName, COUNT(Id) cnt, SUM(Amount) total FROM Opportunity WHERE IsClosed = false GROUP BY StageName"
# My open opportunities
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate, Account.Name FROM Opportunity WHERE IsClosed = false ORDER BY CloseDate LIMIT 30"
Deals by Close Date
# Closing this month
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate, Account.Name FROM Opportunity WHERE CloseDate = THIS_MONTH AND IsClosed = false ORDER BY Amount DESC"
# Closing this quarter
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE CloseDate = THIS_QUARTER AND IsClosed = false ORDER BY CloseDate"
# Past due (close date passed, still open)
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE CloseDate < TODAY AND IsClosed = false ORDER BY CloseDate"
At-Risk Deals
# No activity in 30+ days
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, LastModifiedDate, Account.Name FROM Opportunity WHERE LastModifiedDate < LAST_N_DAYS:30 AND IsClosed = false ORDER BY Amount DESC LIMIT 30"
# Pushed deals (high push count)
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, PushCount, CloseDate FROM Opportunity WHERE PushCount > 2 AND IsClosed = false ORDER BY PushCount DESC"
# Stalled in early stage
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, LastStageChangeDate FROM Opportunity WHERE StageName = 'Prospecting' AND LastStageChangeDate < LAST_N_DAYS:30 AND IsClosed = false"
Win/Loss Analysis
# Recent wins
sf data query -o nvcrm-dev --query "SELECT Id, Name, Amount, CloseDate, Account.Name FROM Opportunity WHERE IsWon = true AND CloseDate = THIS_QUARTER ORDER BY CloseDate DESC LIMIT 20"
# Recent losses
sf data query -o nvcrm-dev --query "SELECT Id, Name, Amount, CloseDate, StageName, Account.Name FROM Opportunity WHERE IsClosed = true AND IsWon = false AND CloseDate = THIS_QUARTER ORDER BY CloseDate DESC LIMIT 20"
# Win rate this quarter
sf data query -o nvcrm-dev --query "SELECT IsWon, COUNT(Id) cnt FROM Opportunity WHERE IsClosed = true AND CloseDate = THIS_QUARTER GROUP BY IsWon"
High Value Deals
# Largest open deals
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate, Account.Name FROM Opportunity WHERE IsClosed = false AND Amount > 100000 ORDER BY Amount DESC LIMIT 20"
# Large deals closing soon
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE Amount > 50000 AND CloseDate = THIS_MONTH AND IsClosed = false ORDER BY Amount DESC"
Update Opportunities
# Update stage
sf data update record -o nvcrm-dev --sobject Opportunity --record-id 006xxxx --values "StageName='Negotiation'"
# Update close date
sf data update record -o nvcrm-dev --sobject Opportunity --record-id 006xxxx --values "CloseDate=2026-03-31"
# Update amount and stage
sf data update record -o nvcrm-dev --sobject Opportunity --record-id 006xxxx --values "Amount=150000 StageName='Proposal'"
Workflows
Weekly Pipeline Review
Progress:
- [ ] Get pipeline by stage
- [ ] Identify stalled deals
- [ ] Find past-due opportunities
- [ ] Review large deals closing soon
# 1. Pipeline summary
sf data query -o nvcrm-dev --query "SELECT StageName, COUNT(Id) cnt, SUM(Amount) total FROM Opportunity WHERE IsClosed = false GROUP BY StageName"
# 2. Stalled deals (no activity 14+ days)
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, LastModifiedDate FROM Opportunity WHERE LastModifiedDate < LAST_N_DAYS:14 AND IsClosed = false ORDER BY Amount DESC LIMIT 20"
# 3. Past due
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE CloseDate < TODAY AND IsClosed = false"
# 4. Big deals closing this month
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE CloseDate = THIS_MONTH AND IsClosed = false AND Amount > 50000 ORDER BY Amount DESC"
Forecast Preparation
Progress:
- [ ] Commit deals (high probability)
- [ ] Best case deals
- [ ] Pipeline deals
- [ ] Calculate totals
# Commit (Closed Won + high probability)
sf data query -o nvcrm-dev --query "SELECT Id, Name, Amount, Probability, CloseDate FROM Opportunity WHERE CloseDate = THIS_QUARTER AND (IsWon = true OR Probability >= 90)"
# Best case
sf data query -o nvcrm-dev --query "SELECT Id, Name, Amount, Probability, CloseDate FROM Opportunity WHERE CloseDate = THIS_QUARTER AND Probability >= 70 AND IsClosed = false"
# Pipeline
sf data query -o nvcrm-dev --query "SELECT Id, Name, Amount, Probability, CloseDate FROM Opportunity WHERE CloseDate = THIS_QUARTER AND Probability >= 20 AND IsClosed = false"
Notes
Stage Flow: Prospecting → Qualification → Proposal → Negotiation → Closed Won/Lost
Confirm before: Closing deals as Won/Lost, bulk stage updates, deleting opportunities
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