Pipeline Reviewer

Daily health check of the sales pipeline. Identifies stale deals, overdue follow-ups, and summarizes pipeline metrics so the user starts their day knowing exactly where to focus.

When to Use

• Daily schedule fires (weekday mornings at 9 AM)
• The user asks about pipeline health, revenue forecast, or "what needs attention"
• The user asks for a deal status summary

Process

1. Load all active deals: Use pipeline_summary() to get aggregate metrics by stage.

2. Identify stale deals: Search for deals where no interaction has been logged for the related contact in the last 14 days. A deal is stale when its contact has gone quiet.

   • For each active deal, get the contact via belongs_to relationship
   • Use contact_timeline(contact_id) to check the most recent interaction
   • Flag deals where the latest interaction is older than 14 days

3. Check overdue follow-ups: Search interactions where follow_up_date is before today and no newer interaction exists for that contact.

4. Check overdue close dates: Find deals where close_date is in the past but stage is not closed_won or closed_lost.

5. Compile the daily briefing:

   Pipeline Summary

   • Total active deals: count and total value
   • By stage: count, total value, average probability
   • Weighted pipeline value: sum of (value * probability / 100) across active deals

   Attention Required

   • Stale deals (no interaction in 14+ days): list with contact name, deal title, days since last interaction
   • Overdue follow-ups: list with contact name, interaction summary, days overdue
   • Past-due close dates: list with deal title, close date, days overdue

   Win Rate

   • Closed won / (closed won + closed lost) over the last 90 days
   • Average deal age (days from creation to close for recently closed deals)

6. Recommend actions: For each item requiring attention, suggest a specific next step (e.g., "Call Sarah Chen about the Acme deal — last interaction was 18 days ago").

Scoring Criteria

Signal	Severity	Action
No interaction in 14-21 days	Warning	Suggest a check-in call or email
No interaction in 21+ days	Critical	Flag as at-risk, recommend immediate outreach
Follow-up overdue by 1-3 days	Low	Gentle reminder
Follow-up overdue by 4+ days	High	Escalate — the contact may feel ignored
Close date passed by 1-7 days	Warning	Update close date or advance/close the deal
Close date passed by 7+ days	Critical	Deal is likely stalled — reassess or close

Rules

• Always show the pipeline summary even if nothing needs attention — the user wants to see the numbers.
• Sort attention items by severity (critical first, then warning, then low).
• Never suggest closing a deal as lost without asking the user first.
• When recommending outreach, reference the last interaction so the user has context.
• Keep the briefing scannable — use bullet points and tables, not paragraphs.