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Batch Dashboard — Pipeline Status Overview

Community

Visualize your sales pipeline status.

Marketing & Sales#dashboard#reporting#lead management#sales pipeline#outreach#status overview
Authorbostonrobbie
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill provides a consolidated, at-a-glance view of your sales pipeline status, helping you quickly identify urgent actions and track progress across various outreach batches.

Core Features & Use Cases

  • Consolidated Dashboard: Generates an HTML dashboard summarizing pipeline health.
  • Data Aggregation: Pulls data from batch files, sent lists, and warm lead records.
  • Actionable Insights: Highlights T2 due dates, warm leads needing attention, and contacts pending approval.
  • Use Case: A sales manager can run this skill daily to get an immediate understanding of the team's outreach effectiveness, identify bottlenecks, and prioritize follow-ups.

Quick Start

Show me the pipeline status dashboard.

Dependency Matrix

Required Modules

None required

Components

scriptsreferencesassets

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Batch Dashboard — Pipeline Status Overview
Download link: https://github.com/bostonrobbie/BDR/archive/main.zip#batch-dashboard-pipeline-status-overview

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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