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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1Opportunity ID,Opportunity Name,Opportunity Owner,Stage,Amount,Close Date,Next Step,Stage Entered Date,Last Activity Date,Decision Maker
2P1,Northwind Traders: expansion,Rep A,Negotiation,84000,2026-11-21,Send revised order form,2026-10-20,2026-11-03,CFO
3P2,Contoso Robotics: new logo,Rep B,Proposal,120000,2026-10-31,,2026-08-15,2026-10-12,
4P3,Fabrikam Health: renewal,Rep A,Discovery,0,2026-12-31,Discovery call 2,2026-10-28,2026-11-01,
5P4,Tailspin Toys: pilot,Rep C,Qualification,15000,2028-03-01,Intro call,2026-09-01,2026-09-02,
6P5,Adventure Works: upsell,,Proposal,30000,,Pricing review,2026-10-30,2026-11-02,
7P6,Litware: starter,Rep C,Closed Won,15000,2026-10-15,,2026-10-15,2026-10-15,

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Claude Code

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More from @revopslab

Weekly forecast rollup
Roll an opportunity export from HubSpot, Salesforce, or any CRM into closed won, commit, best case, and pipeline by rep and team for the quarter, then compare with last week: what moved, which deals slipped or were pulled in, upgrades, downgrades, new, won, lost, and dropped deals.
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Design, test, and apply lead routing rules outside your CRM. Write ordered rules in a JSON file (existing-account match, partner, segment, region, junk filters), prove them with rule tests, then route a leads CSV with weighted round robin, out-of-office skips, and a fallback queue. Works with HubSpot, Salesforce, or any CSV.
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Audit the fields in any CRM export (HubSpot, Salesforce, or other CSV). Reports fill rates, placeholder junk like n/a and unknown, top values, and flags empty, sparse, constant, default-heavy, and likely duplicate fields, plus fill rates by owner or team. Ends with a cleanup plan: what to hide, merge, make required, or fix.

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