Pipeline Review

Analyzes Buildr CRM deal pipeline to produce stage breakdowns, weighted forecasts, and stuck-deal reports.

1|Updated May 17, 2026
One-click install
npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill pipeline-review-envision-construction
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Pipeline Review
Source: https://github.com/Envision-Construction/Envision-Skill-Repo/tree/main/plugins/construction/buildr/skills/pipeline-review
Command: npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill pipeline-review-envision-construction

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Sales and BD teams need fast, accurate visibility into their deal pipeline — which opportunities are open, how the forecast weights out, and which deals have gone stale — without manually querying the Buildr CRM and crunching numbers by hand. ## Core Features & Use Cases - Pipeline Rollup: Pulls CRM summary, per-stage metrics, and per-deal detail from the Buildr API, then buckets deals by stage with counts and totals. - Weighted Forecasting: Computes weighted forecast (value × probability) alongside unweighted totals, treating null probabilities as zero. - Stuck Deal Detection: Flags open deals idle for more than 30 days with last-activity timestamps. - Use Case: A BD lead asks "run me a pipeline review for the construction team" and receives a Markdown table grouped by stage, a weighted vs. unweighted forecast, and a callout list of stuck deals to act on. ## Quick Start Ask the assistant to run a Buildr pipeline review showing open deals by stage, the weighted forecast, and any deals stuck for over 30 days.

Frequently Asked Questions about Pipeline Review

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a pipeline review report from Buildr CRM?▼

Ask for a pipeline review and the skill calls the Buildr CRM summary endpoint first, then pulls per-stage metrics and per-deal detail. It buckets deals by stage and renders a Markdown table with totals, weighted forecast, and stuck-deal callouts.

How is the weighted forecast calculated for Buildr deals?▼

The weighted forecast sums each open deal's value multiplied by its probability divided by 100. Deals with null probability are treated as zero, and the unweighted total is reported alongside so both views are visible.

What counts as a stuck deal in pipeline analysis?▼

A stuck deal is any open deal whose updated_at timestamp is older than roughly 30 days. The report lists each stuck deal by name with its last activity timestamp so the team can follow up.

Does the Buildr pipeline endpoint handle API failures?▼

The integration tries /pipeline/stages first, then falls back to /pipeline. If both fail it returns an empty list and logs the error, so the skill surfaces "pipeline stages unavailable" rather than fabricating stage names.

Why does pulling a large Buildr pipeline take a long time?▼

The deals list endpoint paginates through every page at 100 records per page, so very large pipelines require many round-trips. The skill warns the user when a visible delay is expected.