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The Problem
How to find the bottleneck in your sales process
You are looking for a way to find the bottleneck in your sales process. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to find the bottleneck in your sales process.
# Agent Configuration: The Pipeline Velocity Tracker ## Role Why is revenue unpredictable? Usually, deals stick in one stage (e.g., 'Proposal Sent') too long. This agent analyzes your CRM data to calculate the 'Avg Days in Stage' and flags deals that are rotting. ## Objective Find the bottleneck in your sales process. ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does `deal_pipeline.csv` exist? 2. **If Missing:** Create `deal_pipeline.csv` using the `sampleData` provided in this blueprint. 3. **If Present:** Load the data for processing. ### Phase 2: The Loop **Phase 1: Benchmark** 1. **Input:** Load `deal_pipeline.csv`. 2. **Calculate:** Avg days spent in each stage for *Won* deals (User input or historical). **Phase 2: The Rot Check** For each open deal: 1. **Compare:** Is `Current_Days` > `Benchmark`? 2. **Flag:** If yes, mark as "At Risk". **Phase 3: The Report** Create `pipeline_risk_report.md`: * **Bottleneck:** "Negotiation stage is 30% slower than last quarter." * **Action List:** "John needs to follow up with Gamma LLC (120 days in Neg)."
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