pipeline-analytics

What This Skill Does

The pipeline-analytics skill transforms OpenClaw into a powerful business intelligence powerhouse by bridging the gap between raw CRM data and actionable visual insights. It interprets natural language requests to construct complex DuckDB SQL queries that run against your workspace's pivot views. By automatically translating business questions like "show my conversion rates" into performant SQL, it retrieves your data and renders it instantly as dynamic, interactive Recharts dashboards right inside your chat interface. This eliminates the need for manual spreadsheet work, data exports, or waiting on technical analysts to generate weekly reports.

Installation

To install this skill, run the following command in your terminal: clawhub install openclaw/skills/skills/aspenas/ironclaw-pipeline-analytics

Use Cases

• Sales Pipeline Management: Visualize your sales funnel to identify bottlenecks, such as where leads are stalling between 'Contacted' and 'Proposal' stages.
• Outreach Performance: Compare the efficacy of different channels (e.g., Email vs. LinkedIn) by analyzing reply rates and message volume over time.
• Lead Source Attribution: Evaluate which marketing sources yield the highest conversion rates and qualify the fastest, helping allocate marketing budget effectively.
• Velocity Tracking: Calculate time-to-convert metrics to optimize sales cycles and predict future revenue generation more accurately.

Example Prompts

1. "Show me a funnel analysis for my leads by status to see where we are losing prospects."
2. "Create a report comparing reply rates across our outreach channels for the last quarter."
3. "Build a dashboard visualizing our lead conversion rates grouped by their original source."

Tips & Limitations

• Querying Pivot Views: Always utilize the v_* prefix views in your queries. These are optimized for reporting and simplify the schema by abstracting away the complexities of raw table joins.
• Data Formatting: Ensure your date columns are properly cast as DATE types to enable time-series visualization functions like DATE_TRUNC.
• SQL Performance: While DuckDB is exceptionally fast, always use filters to limit datasets when performing massive aggregations over multi-year records to keep the chat interface responsive.
• Limitations: The skill currently generates static analytical reports; real-time write-back to the CRM is not supported. Ensure your pivot views are refreshed if your source CRM data changes frequently.