Get a Live Sales Pipeline Report From Your CRM in Seconds
Drop one skill into your AI assistant and get a full pipeline snapshot: open, won, lost, and stalled deals, all in one clean view.
Pipeline X-Ray reads your CRM and produces a live, read-only sales pipeline report: a plain-language summary plus a tidy table of every deal, split by open, won, lost, and stalled, with the notes that actually matter.
Any AI assistant that can read a SKILL.md file, such as Claude, Claude Code, Cursor, or Codex. There is no separate app to install, no subscription, and no API key to buy: you connect your own CRM once and the skill does the rest.
Works with
Pipeline X-Ray is an AI skill that turns your CRM into an instant sales pipeline report without opening a single dashboard tab. Instead of clicking through stages, filters, and stale views, you ask your AI assistant one question and get a complete pipeline snapshot: total opportunities, open versus won versus lost, conversion rate, average deal value, and the hottest deals to chase today. It is a SKILL.md file you drop into Claude, Claude Code, Cursor, or Codex, so there is no new app, no subscription, and no API key to manage. The output reads like a sales pipeline dashboard in words: a quick executive summary any founder or sales manager can act on, followed by a clean table you can paste anywhere. Because it is strictly read-only, it never moves, edits, or deletes a deal, so you can run it as often as you like.
- See your entire pipeline at a glance: open, won, lost, and stalled deals separated into clear sections
- Know your real numbers instantly: total value, conversion rate, average deal size, and today's activity
- Spot the hottest deals to chase now instead of scrolling through a cluttered CRM board
- Get the notes that matter: the skill surfaces human-written comments on each contact, not filler
- Share a clean pipeline snapshot with your team or investors by copying one tidy table
- Run it as often as you want with zero risk: it only reads your CRM and never changes anything
- 1Drop the skill into your AI assistant
Add the Pipeline X-Ray SKILL.md file to Claude, Claude Code, Cursor, or Codex. No install wizard, no account, no API key to purchase.
- 2Connect your CRM once
Point the skill at your CRM using your own credentials. It stores nothing extra and reads only what it needs to build the report.
- 3Ask for the snapshot
Type something as simple as "show me the pipeline" or "how is my sales pipeline doing." The skill knows exactly what to pull.
- 4It asks before anything it needs
If it is missing a detail (which pipeline, which time window, whether to include deal notes), it asks first instead of guessing.
- 5It reads the pipeline live
The skill pulls every opportunity, maps each one to its correct stage, removes duplicates, and gathers the real notes on each contact.
- 6You get a two-part report
A plain-language executive summary (totals, conversion rate, average value, hottest deals) plus a table split into open, won, lost, and stalled deals.
- 7Copy, share, or drill in
Paste the table into a doc or message, or ask a follow-up like "just the open deals" or "only what came in this month."
- An executive summary of the pipeline in plain language (totals, open/won/lost/stalled, conversion rate, average deal value, today's activity)
- A pipeline table split by status: open, won, lost, and stalled deals
- A per-deal breakdown with stage, value, source, tags, and the real notes on each contact
- A shortlist of the hottest deals to follow up on now
- Time-boxed views on request (today, last 7 days, this month, or any specific month)
- A copy-ready snapshot you can paste into a doc, email, or team chat
Open-deals focus
Ask for only the open pipeline to build a fast, prioritized follow-up list for the week.
Time-window review
Pull just this month or the last 7 days to see what entered the pipeline and how it is trending.
Full pipeline audit
Run the complete snapshot across every stage before a forecast meeting, a QBR, or an investor update.
SKILL.md · README.txt · LICENSE.txt — Single-seat commercial use. Do not resell or redistribute the file. Compatible with Claude, Claude Code, Cursor, Codex.
What is the Pipeline X-Ray skill?
It is an AI skill (a SKILL.md file) that reads your CRM and produces a live sales pipeline report: a plain-language summary plus a table of every deal split by open, won, lost, and stalled. Think of it as an on-demand sales pipeline dashboard delivered in words you can act on.
Does it work with Claude, Cursor, and Codex?
Yes. It works with any AI assistant that can read a SKILL.md file, including Claude, Claude Code, Cursor, and Codex. You drop the file in and run it the same way in each one.
Do I need to install anything or buy an API key?
No. There is no separate app, no subscription, and no API key to purchase. You connect your own CRM once and the skill runs inside the AI assistant you already use.
Will it change or delete anything in my CRM?
No. Pipeline X-Ray is strictly read-only. It reads your opportunities and notes to build the report and never moves, edits, tags, or deletes a deal, so it is safe to run as often as you like.
Do I need design or coding skills to use it?
None at all. You ask in plain English, for example "show me the pipeline" or "just the open deals this month," and it returns a clean, ready-to-share report. It also asks before anything it needs.
What does the pipeline report actually include?
An executive summary (total deals, open versus won versus lost versus stalled, conversion rate, average deal value, and today's activity), a table separated by status, and a per-deal view with stage, value, source, tags, and the human notes on each contact, plus a shortlist of the hottest deals to chase.
An AI skill is a small, reusable instruction file (a SKILL.md) that teaches an AI assistant to do one job well. Pipeline X-Ray is exactly that: a Claude skill / AI agent skill you drop into your own assistant and run on demand, with no app, no subscription and no lock-in. You own the file forever.
It runs in Claude, Claude Code, Cursor, Codex and any assistant that reads a SKILL.md or a system prompt. Because it is just text, it is fully portable, and if it needs something to run, pipeline x-ray asks you for it first instead of inventing.
Creators reach for it as a podcast clips AI and an AI podcast clip generator, to turn a podcast into Shorts and to pull podcast highlights automatically, finding the best podcast moments without scrubbing the whole episode.
- Download the file after checkout you get the SKILL.md plus a short README and your license.
- Add it to your AI drop SKILL.md into your skills folder (for example
.claude/skills/) or paste its contents as a custom instruction. - Run it ask your AI to use Pipeline X-Ray, give it what it asks for, and it does the work.
Get this skill plus every other one in a single agent bundle, ready to drop into your AI.
Ready to run Pipeline X-Ray?
Pipeline X-Ray
Pipeline X-Ray reads your CRM and produces a live, read-only sales pipeline report: a plain-language summary plus a tidy table of every deal, split by open, won, lost, and stalled, with the notes that actually matter.
SKILL.md (plain text, nothing runs on your machine) plus a README and your license.Checkout opens soon. Get early access and I will send you the link the moment it is live.
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