Suite
Pipeline, Forecast, and Operations
The numbers work: forecasts, funnel analysis, pipeline reviews, territories, quotas, compensation, lead scoring, and CRM hygiene.
28 skill files. Each one carries the original prompt text plus the inputs to collect, the process, decision rules, quality checks, and guardrails.
Install this package
- Run the command below in your terminal. It downloads and extracts the package, then copies its skill folders into Claude Code's skills directory. Existing skill folders with the same names may be replaced.
- Keep the extracted
pipeline-forecast-and-operationsfolder. Read its setup notes for any additional scripts, templates, or workspace steps before running the skills. For another assistant, follow its own skill installation instructions using the downloaded folders. - Start with the package's first step and check the output before using it.
curl -fL "https://www.therevenueaireport.com/agent-skills/suites/pipeline-forecast-and-operations/download.zip" -o "pipeline-forecast-and-operations.zip" && unzip -o "pipeline-forecast-and-operations.zip" && find "pipeline-forecast-and-operations" -name SKILL.md -print | while IFS= read -r file; do dir="$(dirname "$file")"; target="$HOME/.claude/skills/$(basename "$dir")"; mkdir -p "$target" && cp -R "$dir/." "$target/"; done- CreateSales, RevOps
Create CRM Data Entry Standards
A CRM data entry guide that tells reps exactly which fields to fill, when, and how, so pipeline and forecast reports run on clean data.
- AnalyzeSales, Leadership, RevOps
Create a Sales Pipeline Report
A pipeline report for your sales leadership meeting: an executive summary, conversion and deal-size analysis against prior periods, the bottlenecks slowing deals, and specific fixes. It asks up to five questions about your process first.
- CreateRevOps, Leadership
RevOps AI Strategy Planner
A RevOps plan for applying AI where it pays: pick one strategic metric, diagnose the tasks, data, people, and skills behind it, then test AI fit, readiness, and measurable return.
- CreateRevOps, Sales
Sales Process Optimization with AI
A sales process review that starts from the revenue outcome, breaks down sales velocity, finds the bottleneck, and applies AI only where fit, readiness, and a measurable result are clear.
- CreateRevOps, Sales
Create Sales Territory Assignments
A territory assignment sheet that balances geography, customer mix, and revenue potential across reps, so coverage is fair and gaps are visible before the year starts.
- CreateRevOps, Sales, Leadership
Create a Sales Compensation Plan
A comp plan draft that ties rep incentives to company goals, with quota, rates, accelerators, and rules spelled out, so finance and sales agree before rollout.
- AnalyzeRevOps, Sales
Sales Performance Report with Self-Review
A sales performance and revenue report that the AI scores against your own criteria and then revises, so you get a second draft before you review it.
- AnalyzeRevOps, Sales
Create a Revenue Report
A revenue report with trends, analysis, and visuals that the AI drafts, grades against your criteria, and revises, ready for a leadership review.
- PredictRevOps, Sales, Leadership
Create a Sales Forecast
A sales forecast you can defend in the forecast call: projected revenue by product, region, or segment, the method chosen and why, and the assumptions and limits written down.
- PredictRevOps, Leadership
Build a Sales Forecasting Model
A forecasting model design that combines historical data, market trends, and rep judgment, with validation steps and stated assumptions, so RevOps can explain how the number is made.
- AnalyzeRevOps, Sales
Analyze Sales Funnel Efficiency
A funnel report from your sales data: conversion rates, lead volumes, and cycle times by stage, the drop-off points that cost the most revenue, and fixes ranked by impact.
- CreateRevOps, Sales, Leadership
Create a Sales Policies Document
A sales policies document covering methodology, lead qualification, engagement rules, reporting, and compliance, drafted and then checked against your criteria.
- CreateRevOps, Sales, Marketing
Create a Lead Scoring Model
A lead scoring model that rates leads on fit, engagement, and activity, so sales works the best leads first and marketing sees which sources produce them.
- AnalyzeSales, Leadership
Create a Sales Performance Report
A sales performance report on key metrics, trends, and gaps, with specific recommendations for the next quarter.
- AnalyzeLeadership, Sales, RevOps
Strategic Pipeline Optimizer
A pipeline management plan for a CRO or VP Sales: how to improve pipeline quality, forecast accuracy, and sales efficiency, with the metrics to track progress.
- CreateLeadership, RevOps
Scale Sales Operations
A sales operations plan for a fast-growing team: structure, process, tools, and metrics that keep performance steady as headcount and markets expand.
- CreateMarketing
Measure Influencer Pipeline Impact
A measurement playbook that ties influencer campaigns to pipeline and revenue, with the metrics, tools, and tracking setup to prove return. Adapted from Nick Bennet.
- PredictSales, RevOps, Leadership
Sales Forecasting and Analysis
A forecast and pipeline review in tables: historical trends, pipeline quality by stage and age, key risks, and 30, 90, and 180-day actions, so you know where the number stands.
- CreateRevOps, Marketing
LinkedIn Content and Engagement Playbook
A LinkedIn posting and commenting plan built from the top content in your industry, designed to attract your ICP and build inbound pipeline.
- AnalyzeRevOps, Leadership
GTM Benchmarks and KPI Dashboard
A KPI dashboard that compares your pipeline health, CAC, conversion rates, and revenue metrics to industry benchmarks, so you see where you lag.
- PredictRevOps, Sales, Leadership
Deal-Level Sales Forecast
A forecast built from your open deals: win probability by deal, pipeline risk, and the expected outcome for the period.
- CreateMarketing, Sales
Event Follow-Up Pipeline Playbook
An event follow-up plan that segments attendees and writes personalized plays for each group, so event leads turn into pipeline.
- AnalyzeSales, RevOps, Leadership
Lead Velocity and Pipeline Health
A pipeline health check that tracks lead flow, deal movement, and win/loss rates over time, with a plan to speed up the deals that matter.
- AnalyzeRevOps, Leadership
RevOps Efficiency Tracker
A RevOps efficiency report on rep activity, deal velocity, forecast accuracy, and pipeline leakage, with the fixes that recover the most revenue.
- CreateCustomer Success, Sales
Account Retention and Expansion Playbook
A retention and expansion plan that flags at-risk and expansion-ready customers from activity, adoption, and renewal data, with a play for each.
- AnalyzeRevOps
RevOps Process Automation Report
A RevOps process review that finds bottlenecks in CRM activity, sales velocity, and pipeline trends, and names the steps worth automating.
- PredictRevOps, Leadership
Revenue Forecast Risk Report
A forecast risk report that flags deal slippage, quota attainment risk, and pipeline swings, so you adjust the call before the quarter ends.
- PredictLeadership, RevOps, Sales
Forecast Risk Scenario Planner
Base, upside, and downside forecasts from your pipeline data and rep notes, with close probabilities by deal, revenue ranges, and the risks that move the number.
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