Review supplied CRM exports or sales pipeline snapshots to assess deal health, sales forecasts, and follow-up needs. Use the snapshot date, agreed definitions, past outcomes, and responsible owner to keep conclusions grounded in the available information.
[omh] CRM pipeline or sales forecast to review: turn a supplied CRM export or pipeline snapshot into an evidence-bound pipeline health, forecast, and follow-up review. Aliases: pipeline-review, forecast-review, deal-review. Use when the user says: sales-pipeline-review, sales pipeline review, pipeline review, pipeline health, pipeline coverage, deal review, deal health, sales forecast review.
Run score Not tested
See how to installReview the instructions the agent will receive before you install.
Required: supplied snapshot and as-of time, definitions, prior outcomes, and owner. Output: scope, health, forecast, supported annexes, and follow-up handoff.
HOLD: Missing inputs or failed contract gates. Prepared OMH routing is not execution or approval. Completion: Follow the full-contract checklist.
Shared product, routing, compatibility, and evidence rules: skill_view(name='omh-routing', file_path='references/skill-common-rail.md').
Agent/operator: omh runtime workflow-artifact sales-pipeline-review prepare --input <json-file-or-> prepares bounded metadata only. Shared operator reference: skill_view(name='omh-routing', file_path='references/workflow-artifacts.md').
Contract: references/full-contract.md. Procedure: references/procedure.md.
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