── SKILL
pipeline-creation-analyst✓ APPROVED

Know if you have enough at-bats for next quarter.

Forward-looking coverage math per channel and per rep, so you see the gaps before they cost you the number.

Inside: The coverage math per channel and per rep, and the gap read.

01 / HOW TO USE

Install it in one line, or paste it in.

1
In Claude Code (one command)
Copy the install line, paste it into your terminal, and restart Claude Code. The skill installs itself to ~/.claude/skills/ and runs automatically when it is relevant.
2
In Claude, ChatGPT, or a Project (no terminal)
Open the file, then upload it to your chat or paste its contents in. A skill is just a markdown file of instructions, so any capable AI can follow it.
New to skills? A skill is a plain-text file that teaches your AI a workflow. Point any capable assistant at it and it follows the steps, on your data.
02 / MAKE IT YOURS

Connect your context. Set it to your motion.

CONNECT YOUR CONTEXT · AND WHY IT HELPS
a CRM

accounts, owners, channel attribution, and forecasted value, live.

a product-analytics tool

powers the product channel and the new-user signal.

an account-fit score and a hiring or firmographic signal source

better ranking and the "why now" line.

SET IT TO YOUR MOTION

To use your own channels, replace the channel list with whatever your business runs. To use your own targets, set a per-channel pipeline number and the coverage math re-bases against it.

Set thisWhat it isDefault / Example
CRM connectorSystem of record for accounts, owners, pipelineA CRM
Product-analytics connectorSource of product usage and active-user countsA product-analytics tool
Channel fieldThe account field that classifies channelA "channel source" field; never the opportunity-level channel field
Fit-score fieldAccount-level ICP fit scoreAn "account fit score" field0-100
Forecast / target fieldAccount-level forecasted value used in coverage mathA "forecasted value" field
ChannelsYour acquisition channelsInboundOutboundProduct
Coverage targetsPer-channel pipeline target for the periodSet from your quota plan
Activity sourcesThe signals that count as "engaged"Callsemailstasksproduct eventsweighted by recency
Daily drop sizeAccounts surfaced per day10
03 / THE FULL SKILL

Everything the skill does, in full.

── WHAT THIS DOES

This skill answers the top-of-funnel coverage question: do you have enough at-bats to hit next quarter's number, and where are the gaps? It reads your CRM and a product-analytics tool, runs forward-looking coverage math per channel and per rep, ranks the hottest accounts to work, builds a daily prioritized account drop with a named owner per account, and surfaces the segments you are under-prospecting. It is built for the person who runs the pipeline review, not the person who works a single lead.

── THE METHOD
  1. 1
    1. Classify every account by channel. Read the channel field and group accounts into your channels.
    1. Run forward-looking coverage math per channel. Project the pipeline needed to hit the period target using win rate and cycle time, then compare projected against needed. Output a covered-percentage and a health flag (healthy, under, over) per channel.
    2. Score account engagement velocity per rep. Count accounts engaged in a trailing window using your activity sources, weighted by recency, against book size.
    3. Rank hot accounts. A composite of recent signal, account-fit score, and product engagement.
    4. Detect the new-user signal. Flag accounts showing fresh active users as a distinct work item.
    5. Surface under-prospected segments. Cross fit score against coverage. Name the gap as segment plus channel, with target and current percentages.
    6. Build the daily drop. Top N prioritized accounts, each with a recommended owner and a one-line "why now."
    7. Compute the coverage gap. Target, current projection, dollar gap, and the math to close it. End with the single point of leverage.
── QUALITY GATES
  • Coverage math is forward-looking. It projects pipeline needed for the next period, not just open opps.
  • The daily drop names a recommended owner, with the account fact that justifies the routing.
  • Under-prospected surfacing is segment plus channel, with target and current percentages.
  • Fail loud on missing fields. Never invent a field name or definition.
── OUTPUT (EXAMPLE)
EXAMPLE OUTPUT
TEAM PIPELINE COVERAGE  ·  Period target: 1.8M new revenue

Per-channel coverage:
  INBOUND:    890K projected vs 900K needed · 99% covered · HEALTHY
  OUTBOUND:   310K projected vs 720K needed · 43% covered · UNDER
  PRODUCT:    202K projected vs 180K needed · 112% covered · OVER

THE DAILY DROP, Monday
  1. Account One   Recent funding + sales hiring spike   Owner: Rep A   Fit 87
  2. Account Two   Cost-consolidation trigger            Owner: Rep C   Fit 73
  3. Trial Account 3 active users, 1 power user          Owner: Rep B   Fit 68

Under-prospected segments:
  - Mid-market, Outbound: 22% of target, 8% current coverage
  - Existing accounts with new-user signups in last 30d: 12 ignored

Coverage gap math:
  Needs 1.8M. Current projection 1.4M (gap 400K).
  To close: 18 more opps at avg 22K + 60% win rate = 30 more meetings.
  Leverage point: Rep C plus the outbound segment.
── WHERE THE NUMBERS COME FROM

The coverage targets, win rate, cycle time, average deal size, and the daily-drop size are defaults. Re-tune them to your plan. The thresholds that drive healthy, under, over are defaults too. Set them where your team draws the line. The activity-source weighting is a starting point; adjust which signals count and how recency decays.

── EXAMPLE CHAT
EXAMPLE CHAT
You
Run coverage for the team against this quarter's $1.8M target.
CLAUDE
Here's where the gap actually is. INBOUND: 890K projected vs 900K needed · 99% covered · HEALTHY OUTBOUND: 310K projected vs 720K needed · 43% covered · UNDER PRODUCT: 202K projected vs 180K needed · 112% covered · OVER Outbound is the whole story here. Inbound and product are fine on their own, but averaged together they'd have hidden a 43% channel until it was too late to fix this quarter.
You
Give me the daily drop for Rep C since they own outbound.
CLAUDE
1. Account One Recent funding + sales hiring spike Fit 87 2. Account Two Cost-consolidation trigger Fit 73 Both carry a named reason, so Rep C isn't guessing why these two are first. Sharpener: connect a hiring or firmographic signal source so "why now" lines like these generate automatically instead of getting written by hand each morning.
04 / GO FURTHER

Where an operator takes this next.

The coverage math and the daily drop prove the gap and the priority. Here's the version that runs before the rep's first coffee.

Coverage math answers "do we have enough." The daily drop is what actually closes the gap.

01
Push the drop into the inbox automatically

A scheduled Claude task pulls the CRM and product-analytics data every morning and delivers each rep's top-10 by 7am.

02
Reroute the moment a channel goes under

Connect Slack so a channel crossing below its coverage threshold posts straight to the manager, instead of surfacing at the weekly review.

03
Score the "why now" from real signal

Connect a hiring or funding signal source so the daily drop's reason line writes itself from live data, not a rep's memory.

05 / PART OF A BIGGER PLAY

One skill is the on-ramp.

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