sales-pipeline-report
Aggregate deal data and prospect analyses across all clients into an executive-ready pipeline report with both Markdown and PDF output.
Inputs
- lead-records — Lead records — the prospects being worked.
- deal-records — Deal records aggregated into the pipeline view.
- prospect-analyses — Prospect audit output, consumed as report input.
- brand-theme — Brand theme applied to the PDF deliverable.
- period — Reporting period; defaults to the current quarter
- include_clients — Clients to include; defaults to all non-demo clients
- client_id — Restrict the report to one client
- stage — Restrict to one pipeline stage (lead | lost | negotiation | proposal | qualified | won)
How you ask
- Generate a sales pipeline report with all active deals
- Create a pipeline health dashboard with score distribution
- Produce a forecast report across all client prospects
- Export the pipeline summary as a PDF report
Outputs
- pipeline-report (markdown)
- pipeline-report-pdf (pdf)
Levelintermediate
Inputconversation
Outputdocument
Setup[none]
Roles[CEO / Founder, Head of Sales]