Session kit · markdown

Starter: Sales Ops

What you build

You build a data-hygiene watcher on the pipeline export. The watcher finds the records that make the forecast wrong, and it groups them by owner. It then drafts a short fix-it list for each owner.

What you need

  • The file pipeline.csv in the H2-Command-Center folder. See Export your Salesforce reports.
  • The columns Opportunity Owner, Stage, Amount, Close Date, Next Step, Last Stage Change Date and Forecast Category.
  • The stage names that your team uses, in order.
  • Your rule for the forecast category that each stage can have.

If you use the sample files, tell Claude. Claude then writes "sample data" in each title.

1. Build the view

This step gives you rung 1. The view is on rung 2 when it rebuilds from a new export.

Read pipeline.csv in the H2-Command-Center folder. Do not change the file.
Build table 1 with one row for each of these columns: Close Date, Next Step, Amount, Last Stage Change Date, Forecast Category.
For each column, show the number of empty records and the percent of all records.
Build table 2 with one row for each Opportunity Owner. Show the number of open opportunities and the total Amount.
Build table 3 with one row for each pair of Stage and Forecast Category. Show the number of records and the total Amount.
State the export date at the top. Use the date of the file pipeline.csv.
Save the result as hygiene-report.md. Rebuild the file from the newest export each time I ask.

Make sure that the record count and the total agree with Salesforce before you continue.

2. Add one alert

This step gives you rung 3. The prompt holds five rules. Delete a rule that you do not want. Change a threshold to fit your sales cycle.

Add a section named "Needs a fix" at the top of hygiene-report.md. Use the export date as "today" in each rule.
Rule 1, close date: the Close Date is empty, or the Close Date is before the export date.
Rule 2, next step: the Next Step is empty.
Rule 3, stale stage: the Last Stage Change Date is 30 days or more before the export date.
Rule 4, amount: the Amount is empty or zero.
Rule 5, forecast: the Forecast Category does not agree with the Stage.
For rule 5, show me table 3 and ask me which pairs are wrong. Do not decide this without me.
List each record that fails a rule. Show the Opportunity Name, the Opportunity Owner, the Amount, the rule and the wrong value.
Sort the list by Amount, largest first. Show the number of records and the total Amount for each rule.
If a column is not in the export, tell me which rule you cannot run. Do not guess a value.
Run the rules now and show me what they found.

3. Add one action

This step gives you rung 4. Claude writes the lists. You read each list and you send it. Each owner makes the corrections in Salesforce.

Draft one fix-it list for each Opportunity Owner who has a record in "Needs a fix".
Start each list with one sentence. Give the number of records and the date that I need the corrections. Ask me for that date.
Write one line for each record: the Opportunity Name, the field to correct and the reason.
Put the record with the largest Amount first. Keep each list to ten lines or fewer.
Save the lists in hygiene-report.md in a section named "Drafts". Keep the export date at the top of the file.
Do not send a message. Only draft.

4. Schedule it

Follow the steps in Schedule it. Change the day and the time to fit your week.

Schedule a task that repeats every Monday at 7:00 AM. The task rebuilds hygiene-report.md from the newest pipeline.csv, runs my five rules and writes the fix-it lists. The task states the export date at the top. The task does not send a message. Run the task one time now.

5. Post it

The data rules do not permit notes about the performance of a named employee. Thus the board gets the totals, and the lists stay in your folder.

Post these results to my page. Use the same title each time, so that a new version replaces the old version.
1. Title "Pipeline hygiene report", kind "view", rung 2: table 1, table 3 and the export date.
2. Title "Pipeline hygiene alert", kind "alert", rung 3: the rules, and the number of records and the total Amount for each rule.
3. Title "Fix-it list draft", kind "action", rung 4: one example list. Replace the owner name with "Owner A".
4. Title "Pipeline hygiene schedule", kind "schedule", rung 4: what runs, when it runs, what it reads and what it writes.
State the export date at the top of each result. Do not post a rank of owners.
Mark the steps "view", "alert", "act" and "schedule" as done.

What good looks like

  • The report shows the export date at the top, and the record count agrees with Salesforce.
  • Each line of a fix-it list names one record, one field and one reason.
  • The count for each rule goes down from one week to the next.