Salesv30 installs

Friday pipeline pulse

End-of-week summary of what moved, what stalled, what closed.

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About

Every Friday afternoon, a one-page recap of your sales week: new deals, stage advances, closed-won, closed-lost (with reasons), and what changed since last Friday. The artifact your team meeting needs without the prep.

Trigger

Runs on scheduleFREQ=WEEKLY;BYDAY=FR;BYHOUR=16;BYMINUTE=0;BYSECOND=0

~$0.200 per run

Required skills

crm

What Ada is asked, each run

Pipeline recap for the week ending {date}, for {user.first_name}.
Compare against last week:
  - new deals created (count + total value)
  - stage advances (which deals, from where to where)
  - closed-won (with deal size)
  - closed-lost (with reason if logged)
  - top 3 deals to watch next week

Be concrete; cite deal names. One page max.

Install Friday pipeline pulse