Pipeline hygiene

Name: Pipeline hygiene
Author: @revopslab

@revopslab/pipeline-hygiene

Check open deals in a CRM export (HubSpot, Salesforce, or any CSV) for past close dates, deals stuck in a stage, no recent activity, missing required fields (also by stage), zero amounts, and close dates too far out. Writes a hygiene score and a fix list per rep you can send out.

SkillRevOpsv1.0.0 (latest)Tested

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1{
2 "stale_days": 30,
3 "activity_days": 14,
4 "far_future_days": 365,
5 "required": ["amount", "close_date", "owner", "next_step"],
6 "required_by_stage": {
7 "Proposal": ["Decision Maker"],
8 "Negotiation": ["Decision Maker"]
9 },
10 "closed_stages": ["Closed Won", "Closed Lost"]
11}

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/kit add @revopslab/pipeline-hygiene

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https://slashclone.dev/@revopslab/pipeline-hygiene

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More from @revopslab

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