The Pipeline Velocity Tracker
PremiumAdvanced Monthly
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.
pipeline-velocity-tracker.md
# 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.