Made by@revopslabPipeline hygiene
@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.
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- 1{
- 2 "name": "pipeline-hygiene",
- 3 "owner": "revopslab",
- 4 "version": "1.0.0",
- 5 "type": "skill",
- 6 "description": "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.",
- 7 "category": "revops",
- 8 "license": "MIT",
- 9 "compat": [
- 10 "claude-code"
- 11 ],
- 12 "permissions": {
- 13 "shell": [
- 14 "node scripts/hygiene.mjs"
- 15 ],
- 16 "files": {
- 17 "read": [
- 18 "./data/**"
- 19 ],
- 20 "write": [
- 21 "./data/**",
- 22 "./out/**"
- 23 ]
- 24 }
- 25 },
- 26 "tests": {
- 27 "cases": [
- 28 {
- 29 "name": "flags each issue type with a config and stage-specific required fields",
- 30 "inputs": {
- 31 "data/opportunities.csv": "Opportunity ID,Opportunity Name,Opportunity Owner,Stage,Amount,Close Date,Next Step,Stage Entered Date,Last Activity Date,Decision Maker\nP1,Northwind Traders: expansion,Rep A,Negotiation,84000,2026-11-21,Send revised order form,2026-10-20,2026-11-03,CFO\nP2,Contoso Robotics: new logo,Rep B,Proposal,120000,2026-10-31,,2026-08-15,2026-10-12,\nP3,Fabrikam Health: renewal,Rep A,Discovery,0,2026-12-31,Discovery call 2,2026-10-28,2026-11-01,\nP4,Tailspin Toys: pilot,Rep C,Qualification,15000,2028-03-01,Intro call,2026-09-01,2026-09-02,\nP5,Adventure Works: upsell,,Proposal,30000,,Pricing review,2026-10-30,2026-11-02,\nP6,Litware: starter,Rep C,Closed Won,15000,2026-10-15,,2026-10-15,2026-10-15,\n",
- 32 "data/hygiene.json": "{\n \"stale_days\": 30,\n \"activity_days\": 14,\n \"far_future_days\": 365,\n \"required\": [\"amount\", \"close_date\", \"owner\", \"next_step\"],\n \"required_by_stage\": {\n \"Proposal\": [\"Decision Maker\"],\n \"Negotiation\": [\"Decision Maker\"]\n },\n \"closed_stages\": [\"Closed Won\", \"Closed Lost\"]\n}\n"
- 33 },
- 34 "checks": [
- 35 {
- 36 "type": "command_exits_zero",
- 37 "command": "node scripts/hygiene.mjs data/opportunities.csv --config data/hygiene.json --today 2026-11-04 --out out"
- 38 },
- 39 {
- 40 "type": "file_exists",
- 41 "path": "out/hygiene-fix-list.csv"
- 42 },
- 43 {
- 44 "type": "file_contains",
- 45 "path": "out/hygiene.md",
- 46 "text": "**Hygiene score 20%**"
- 47 },
- 48 {
- 49 "type": "output_matches_schema",
- 50 "path": "out/hygiene.json",
- 51 "schema": {
- 52 "type": "object",
- 53 "required": [
- 54 "open_deals",
- 55 "issue_counts",
- 56 "by_owner",
- 57 "deals"
- 58 ],
- 59 "properties": {
- 60 "open_deals": {
- 61 "const": 5
- 62 },
- 63 "closed_skipped": {
- 64 "const": 1
- 65 },
- 66 "clean_deals": {
- 67 "const": 1
- 68 },
- 69 "issue_counts": {
- 70 "type": "object",
- 71 "properties": {
- 72 "past_close_date": {
- 73 "const": 1
- 74 },
- 75 "stale_stage": {
- 76 "const": 2
- 77 },
- 78 "no_recent_activity": {
- 79 "const": 2
- 80 },
- 81 "missing_fields": {
- 82 "const": 2
- 83 },
- 84 "zero_amount": {
- 85 "const": 1
- 86 },
- 87 "far_future_close": {
- 88 "const": 1
- 89 }
- 90 }
- 91 },
- 92 "deals": {
- 93 "type": "array",
- 94 "minItems": 4,
- 95 "maxItems": 4
- 96 }
- 97 }
- 98 }
- 99 }
- 100 ]
- 101 },
- 102 {
- 103 "name": "HubSpot-style export with defaults, skipping checks it has no columns for",
- 104 "inputs": {
- 105 "data/deals.csv": "Record ID,Deal Name,Deal owner,Deal Stage,Amount,Close Date\n1,Alpha,Rep D,Contract sent,10000,2026-10-01\n2,Beta,Rep D,Qualified,5000,2026-12-01\n"
- 106 },
- 107 "checks": [
- 108 {
- 109 "type": "command_exits_zero",
- 110 "command": "node scripts/hygiene.mjs data/deals.csv --today 2026-11-04 --out out"
- 111 },
- 112 {
- 113 "type": "output_matches_schema",
- 114 "path": "out/hygiene.json",
- 115 "schema": {
- 116 "type": "object",
- 117 "properties": {
- 118 "open_deals": {
- 119 "const": 2
- 120 },
- 121 "issue_counts": {
- 122 "type": "object",
- 123 "properties": {
- 124 "past_close_date": {
- 125 "const": 1
- 126 },
- 127 "missing_fields": {
- 128 "const": 2
- 129 }
- 130 }
- 131 },
- 132 "checks_skipped": {
- 133 "type": "array",
- 134 "minItems": 2,
- 135 "maxItems": 2
- 136 }
- 137 }
- 138 }
- 139 }
- 140 ]
- 141 }
- 142 ]
- 143 }
- 144}