Sales Pipeline Hygiene Checker

Clean the pipeline before the forecast call: every past-due, stale, stuck and slipped deal, as a fix list for each owner.

$19 one-time

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Sold by YourAITools. Support: hello@youraitools.co

Delivery: Right after payment, Stripe’s confirmation page shows your download link.
Format and license: Zip, 16 KB, v1.0, 14 files. You may use and modify this kit for your own work and for clients you serve, including paid client work. Not affiliated with or endorsed by HubSpot, Salesforce or Pipedrive.
Refunds: 14-day refund: if it doesn’t work and we can’t fix it, email hello@youraitools.co within 14 days and we refund you. Refund policy

Sales Pipeline Hygiene Checker product illustration

What it does

Clean the pipeline before the forecast call. Export your deals from HubSpot, Salesforce, Pipedrive, Close or Zoho and run one command: every past-due close date, stale or stuck deal, missing amount, owner or next step, duplicate, and every deal that slipped since last week, as a fix list per owner. Python standard library only; nothing is uploaded and no CRM login is needed.

python3 -m pipecheck deals.csv --prior last-week.csv --out pipeline-review/

deals-2026-11-09.csv as of 2026-11-09: 15 open deals, 676,000.00 open, weighted 393,600.00; 2 won, 1 lost
pipeline hygiene: 33% of open deals have no issues; 18,000.00 sits in deals with a past close date
since prior export: 2 new, 1 slipped, 1 missing
  ERROR CLOSE_DATE_PAST   Maya Chen   Pilot to rollout / Globex Corp   close date 2026-10-15 is 25 days ago ...
  WARN  SLIPPED           Luis Ortega Renewal 2027 / Wayne Enterprises close date moved 2026-11-30 -> 2027-01-31 (+62 days)

What you get

The screenshot is real output from the kit’s own commands. Tested from a fresh download of this exact zip: ./run_tests.sh ran 6 tests OK on Python 3.13 and 3.10.

Real terminal output from Sales Pipeline Hygiene Checker: demo and passing tests

Checks

Check	Flags
CLOSE_DATE_PAST, MISSING_CLOSE_DATE, FAR_FUTURE_CLOSE	open deals that can't be forecast as they are
STALE, NO_ACTIVITY	no activity for --stale days (default 30)
STUCK_IN_STAGE	in the same stage for --stuck days (default 60), when the export has a stage-entered date
MISSING_AMOUNT, AMOUNT_OUTLIER	no amount, or an amount over 5x the median open deal (an extra zero?)
NO_OWNER, NO_ACCOUNT, NO_NEXT_STEP	missing fields
DUPLICATE_DEAL	same company (Inc/LLC ignored) and deal name, both open
PROBABILITY_MISMATCH, OLD_DEAL	open deals at 0% or 100%, deals open over a year
WON_NO_AMOUNT, CLOSED_FUTURE_DATE, CLOSED_NO_DATE	closed deals that will break revenue reports
SLIPPED, AMOUNT_DOWN, REOPENED, MISSING_FROM_EXPORT	with --prior: changes since the last export, matched by record ID or company + deal name

Columns are found by name for HubSpot (Deal Stage, Close Date, Deal owner, Last Activity Date, Date entered current stage, Deal probability), Salesforce (Opportunity Name, Stage, Probability (%)), Pipedrive (Title, Status, Value, Expected close date) and similar; --col field=Header covers the rest. Any missing column simply skips its checks. Stages containing "won" or "lost" count as closed.

Outputs in --out: issues.csv (with a fixed column), owner_fix_lists.md (a checkbox list per owner), summary.md (totals, weighted pipeline, by stage, by owner). --json prints everything. Exit code 1 if there are errors, 2 if the file can't be read.

./demo.sh runs the example (18 deals, 19 planted issues). ./run_tests.sh runs the tests. It's also a Claude Code plugin with a skill in skills/pipeline-hygiene/.

Honest limits

Reads exports; it doesn't write back to the CRM.
These are data-quality checks, not a measure of anyone's performance.

Related: n8n HubSpot Workflows Pack, CRM Duplicate Cleanup Skill, Sales Commission Calculator Skill. License: LICENSE.txt.

Format and license

Zip, 16 KB, v1.0, 14 files. You may use and modify this kit for your own work and for clients you serve, including paid client work. Not affiliated with or endorsed by HubSpot, Salesforce or Pipedrive.

FAQ

Does it need my CRM login?: No, it reads an exported CSV.
Which CRMs?: HubSpot, Salesforce, Pipedrive, Close, Zoho and any export with stage and close date columns.
Is it a rep scorecard?: No. It lists data to fix; it isn't a performance measure.
How do I get the files?: Right after payment, Stripe’s confirmation page shows your download link.
Refunds?: Email hello@youraitools.co within 14 days if it doesn’t work and we can’t fix it.
Can I pay with crypto?: Yes. Pay the same price in USDC or USDT on Base, Ethereum, Arbitrum, Optimism, Polygon or Solana from the "Pay with crypto" button, with no account or KYC. We check the payment on-chain and show your download links as soon as it confirms.

Get Sales Pipeline Hygiene Checker

Pipeline hygiene check for CRM exports: past-due close dates, stale and stuck deals, missing amounts, duplicates, slipped deals. Fix list per owner. $19.

$19 one-time

Buy and download Pay with crypto

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Sales Ops Skills Bundle: 3 products for $39 ($57 separately, you save $18).

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