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# Pipeline hygiene
- 3Checks every open deal in your CRM export for the problems that wreck a forecast: past close dates, deals stuck in a stage, no recent activity, missing fields, zero amounts, and close dates years away. You get a hygiene score and a fix list per rep.
- 5## Who it is for
- 7RevOps and sales managers on HubSpot, Salesforce, or any CRM that exports CSV, who want clean data before the weekly forecast call.
- 9## Example
- 11Input: `examples/opportunities.csv` (six deals) and `examples/hygiene.json` (Decision Maker required from Proposal on).
- 13Output (`out/hygiene.md`):
- 15```text
- 16Hygiene score 20%: 1 of 5 open deals are clean.
- 17Rep B: Contoso Robotics: new logo (Proposal, $120,000): close date 2026-10-31 is 4 days ago;
- 18 81 days in Proposal; last activity 23 days ago; missing next_step, Decision Maker
- 19(no owner): Adventure Works: upsell: missing close_date, owner, Decision Maker
- 20```
- 22Plus `out/hygiene-fix-list.csv`, one row per deal to fix.
- 24## What it can access
- 26- Runs `node scripts/hygiene.mjs` (Node built-ins only, no network).
- 27- Reads `data/` (plus the kit's own `examples/`), writes `data/` and `out/`.
- 29## Setup
- 31None. Export open opportunities to `data/opportunities.csv`. Optionally copy `examples/hygiene.json` to `data/` and set your own thresholds.