PROJ-001

Pipeline Health Scoring System

In ProgressP0BuildAdvancedRevenue IntelligenceCV Ready

Score every open opportunity on 5 health dimensions to surface risk before it becomes slippage

progress

Started: 2026-02-01Target: 2026-02-0112 weeksLast updated: 2026-02-01

Quick Update

Changes save directly to Excel

Status

Progress — 0%

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Where I Stopped

Next Action

Where I Stopped

Waiting on SF metadata confirmation before implementing Phase 1 of the 6-phase plan

Next Action

Pull StageName values and tracked field config from SF metadata

Business Context

Decision Supported

Which deals to inspect, coach, or escalate this week

Business Impact

Improved forecast accuracy; reduced late-stage slippage; better rep coaching targeting

Data Needed

SF Opportunity, OpportunityFieldHistory, StageName history, close date changes, amount changes

Tools

PostgreSQL (rev_intel schema), Python, Salesforce sync, dbt-style transforms

Deliverables

Scoring service, flag system, exec dashboard, rep drill-down view

Execution Context

Learning Goals

dbt-like layering; feature engineering from event history; calibrated composite scoring

Dependencies

Salesforce metadata access; mv_opportunity_enriched already exists

Current Milestone

Confirm SF StageName picklist + OpportunityFieldHistory tracked fields

Last Completed Step

Architecture blueprint completed (rev_intel schema, stg_/feat_/score_/mart_ layers, 5 scoring dimensions)

Notes

Foundation model for Revenue Intelligence System (4-model pipeline)

Milestones 5 total

Confirm SF metadata (StageName, OpportunityFieldHistory)

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Target: 2025-11-150/2 tasks done

Pull StageName picklist from SF metadata API

Document OpportunityFieldHistory tracked fields

Implement rev_intel schema layers (stg/feat/score/mart)

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Target: 2025-12-15

Build 5 scoring dimensions + composite

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Target: 2026-01-01

Flag system + validation against historical slippage

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Target: 2026-01-10

Exec + rep dashboards

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Target: 2026-01-15

Claude Support

2 modes configured

Prompt Scaffold — Architecture

I am building the Pipeline Health Scoring System (PROJ-001) - a 5-dimension composite score over SF Opportunity and OpportunityFieldHistory, using the rev_intel schema (stg_/feat_/score_/mart_). Current stage: [STAGE]. Current question: [QUESTION]. Please act as a data architect and recommend [SPECIFIC_DECISION].

Fill in the [BRACKETED] placeholders, then paste into a new Claude conversation.

Notes & Documentation

1 note

Schema layering

Decision · 24 Apr 2026

NOTE-001

Going with stg_/feat_/score_/mart_/hist_/ref_ prefixes inside rev_intel schema. Mirrors dbt idioms; survives future migration to dbt cleanly.