Sales Blueprint
Safety checkedGenerate Pipeline Reports & Analytics
Creates summary reports of all qualified prospects with pipeline metrics, win rates, and forecasting.
What problem does this solve?
Generates structured pipeline reports (Markdown or PDF) from all analyzed prospects, so you have one source of truth for pipeline health, win probability, and forecast accuracy instead of maintaining separate spreadsheets.
How does it work?
Run /sales report for Markdown or /sales report-pdf for PDF export. The skill aggregates all prior prospect analyses (scores, qualifications, contact maps, outreach sequences) and generates a pipeline report with total pipeline value, top prospects by score, win probability, next actions, and forecast. Output: Sales-Report.md or Sales-Report-*.pdf with summary metrics, prospect table, and one-page executive summary.
What's required to run this?
PDF generation requires reportlab; Markdown reports work without Python dependencies. Reports pull from all prior analyses stored in output files (prospect-analysis.md, lead-qualification.md, decision-makers.md, etc.).
Key Features
/sales-report
Pipeline report in Markdown with prospect table, summary metrics, forecast, and next actions
/sales-report-pdf
PDF-formatted pipeline report with charts, summary, and executive brief using reportlab
Prospect Aggregation
Rolls up all analyzed prospects into a single pipeline view with scores, contacts, and status
PDF Generation
generate_pdf_report.py converts Markdown reports to formatted PDFs with logos, charts, and professional styling
About This Blueprint
- Industry
- Sales & Revenue Operations
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