Pipedrive Deal Pipeline Tracker

Task

Use @Pipedrive/List Pipelines and @Pipedrive/List StagesName it "Pipedrive/List Stages" and call it with @Pipedrive/List Stages to map your full sales process, then @Pipedrive/List Deals and @Pipedrive/Get DealName it "Pipedrive/Get Deal" and call it with @Pipedrive/Get Deal to pull every active deal. Calculate stage-by-stage conversion rates, weighted pipeline value, and average deal age. Export the results to @Google Sheets/Create Spreadsheet asName it "Google Sheets/Create Spreadsheet as" and call it with @Google Sheets/Create Spreadsheet as a formatted pipeline report.

Example: Build a pipeline health report showing deals by stage, conversion rates, and projected revenue for this quarter.

Input

The user will provide either:

1. A pipeline name or ID to analyze
2. A time period to focus on (e.g., "this quarter", "last 30 days")
3. Nothing (analyze all pipelines)

Example: "Show me pipeline health for Q1" or "Analyze my Enterprise pipeline"

Context

What to Analyze

Stage-level metrics:

• Number of deals per stage
• Total and average deal value per stage
• Average time deals spend in each stage
• Deals flagged as "rotten" (stale)

Pipeline-level metrics:

• Overall conversion rate (deals won / deals created)
• Weighted pipeline value (deal value x stage probability)
• Average sales cycle length
• Win rate and loss reasons

Deal-level flags:

• Deals without expected close dates
• Deals stuck in a stage longer than average
• Deals with no recent activity or notes
• Large deals that need attention

Analysis Strategy

1. List all pipelines to understand the sales process structure
2. Get stages for each pipeline with their probability settings
3. Pull all open deals and group them by stage
4. Calculate metrics per stage and per pipeline
5. Flag at-risk deals and summarize in Google Sheets

What Counts as a Valid Result

• Use actual deal values and dates from Pipedrive
• Calculate weighted revenue using stage probabilities
• Flag deals with no activity in the last 14+ days as stale
• Only count deals with status "open" for active pipeline

Output

Pipeline Overview:

| Pipeline | Open Deals | Total Value | Weighted Value | Avg Cycle | |----------|-----------|-------------|----------------|-----------| | [Pipeline 1] | X | $Y | $Z | N days |

---

Stage Breakdown:

| Stage | Deals | Total Value | Avg Value | Probability | Weighted | |-------|-------|-------------|-----------|-------------|----------| | [Stage 1] | X | $Y | $Z | N% | $W |

---

At-Risk Deals:

| Deal | Value | Stage | Days in Stage | Issue | |------|-------|-------|---------------|-------| | [Deal 1] | $X | [Stage] | N | No activity in 20 days |

---

Projected Revenue:

• Best case: $[sum of all open deal values]
• Weighted forecast: $[sum of weighted values]
• Committed (>80% probability): $[high-probability deals]

A Google Sheet has been created with the full report: [link]