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Pipeline Tracker

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Visualize and manage your sales pipeline.

Marketing & Sales#reporting#action items#lead management#sales pipeline#kanban board#CRM substitute
Authorbostonrobbie
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill provides a clear, visual overview of sales pipeline stages and highlights immediate action items, helping sales representatives like Rob manage their warm leads effectively without a full CRM.

Core Features & Use Cases

  • Visual Pipeline Board: Generates an HTML kanban-style board categorizing contacts by their stage (e.g., "Replied — Hot", "Meeting Booked", "Engaged — Nurturing").
  • Actionable Insights: Identifies contacts needing immediate attention based on inactivity and follow-up schedules.
  • Daily Summary: Provides a concise text summary of key metrics and action items directly in the chat.
  • Use Case: Rob can ask for his "pipeline board" and instantly see which leads are hot, which need follow-up today, and how many meetings he's booked this month, all without leaving his current workflow.

Quick Start

Ask for the pipeline board to see your current sales pipeline status.

Dependency Matrix

Required Modules

None required

Components

references

💻 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: Pipeline Tracker
Download link: https://github.com/bostonrobbie/BDR/archive/main.zip#pipeline-tracker

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