Skill: aspenas/ironclaw-pipeline-analytics (version 1.0.0)

--- name: pipeline-analytics description: Generate interactive analytics dashboards from CRM data. Use when asked to "show pipeline stats", "create a report", "analyze leads", "show conversion rates", "build a dashboard", "visualize outreach data", "funnel analysis", or any data visualization request from DuckDB workspace data. metadata: { "openclaw": { "emoji": "📊" } } --- # Pipeline Analytics — NL → SQL → Interactive Charts Transform natural language questions into DuckDB queries and render results as interactive Recharts dashboards inline in chat. ## Workflow ``` User asks question in plain English → Translate to DuckDB SQL against workspace pivot views (v_*) → Execute query → Format results as report-json → Render as interactive Recharts components ``` ## DuckDB Query Patterns ### Discovery — What objects exist? ```sql -- List all objects and their entry counts SELECT o.name, o.display_name, COUNT(e.id) as entries FROM objects o LEFT JOIN entries e ON e.object_id = o.id GROUP BY o.name, o.display_name ORDER BY entries DESC; -- List fields for an object SELECT f.name, f.field_type, f.display_name FROM fields f JOIN objects o ON f.object_id = o.id WHERE o.name = 'leads' ORDER BY f.position; -- Available pivot views SELECT table_name FROM information_schema.tables WHERE table_name LIKE 'v_%'; ``` ### Common Analytics Queries #### Pipeline Funnel ```sql SELECT "Status", COUNT(*) as count FROM v_leads GROUP BY "Status" ORDER BY CASE "Status" WHEN 'New' THEN 1 WHEN 'Contacted' THEN 2 WHEN 'Qualified' THEN 3 WHEN 'Demo Scheduled' THEN 4 WHEN 'Proposal' THEN 5 WHEN 'Closed Won' THEN 6 WHEN 'Closed Lost' THEN 7 ELSE 99 END; ``` #### Outreach Activity Over Time ```sql SELECT DATE_TRUNC('week', "Last Outreach"::DATE) as week, "Outreach Channel", COUNT(*) as messages_sent FROM v_leads WHERE "Last Outreach" IS NOT NULL GROUP BY week, "Outreach Channel" ORDER BY week; ``` #### Conversion Rates by Source ```sql SELECT "Source", COUNT(*) as total, COUNT(*) FILTER (WHERE "Status" = 'Qualified') as qualified, COUNT(*) FILTER (WHERE "Status" IN ('Closed Won', 'Converted')) as converted, ROUND(100.0 * COUNT(*) FILTER (WHERE "Status" = 'Qualified') / COUNT(*), 1) as qual_rate, ROUND(100.0 * COUNT(*) FILTER (WHERE "Status" IN ('Closed Won', 'Converted')) / COUNT(*), 1) as conv_rate FROM v_leads GROUP BY "Source" ORDER BY total DESC; ``` #### Reply Rate Analysis ```sql SELECT "Outreach Channel", COUNT(*) as sent, COUNT(*) FILTER (WHERE "Reply Received" = true) as replied, ROUND(100.0 * COUNT(*) FILTER (WHERE "Reply Received" = true) / COUNT(*), 1) as reply_rate FROM v_leads WHERE "Outreach Status" IS NOT NULL GROUP BY "Outreach Channel"; ``` #### Time-to-Convert ```sql SELECT "Source", AVG(DATEDIFF('day', created_at, "Converted At"::DATE)) as avg_days_to_convert, MEDIAN(DATEDIFF('day', created_at, "Converted At"::DATE)) as median_days FROM v_leads WHERE "Status" = 'Converted' AND "Converted At" IS NOT NULL GROUP BY "Source"; ``` ## Report-JSON Format Generate Recharts-compatible report cards: ```json { "type": "report", "title": "Pipeline Analytics — February 2026", "generated_at": "2026-02-17T14:30:00Z", "panels": [ { "title": "Pipeline Funnel", "type": "funnel", "data": [ {"name": "New Leads", "value": 200}, {"name": "Contacted", "value": 145}, {"name": "Qualified", "value": 67}, {"name": "Demo Scheduled", "value": 31}, {"name": "Closed Won", "value": 13} ] }, { "title": "Outreach Activity", "type": "area", "xKey": "week", "series": [ {"key": "linkedin", "name": "LinkedIn", "color": "#0A66C2"}, {"key": "email", "name": "Email", "color": "#EA4335"} ], "data": [ {"week": "Feb 3", "linkedin": 25, "email": 40}, {"week": "Feb 10", "linkedin": 30, "email": 35} ] }, { "title": "Lead Source Breakdown", "type": "donut", "data": [ {"name": "LinkedIn Scrape", "value": 95, "color": "#0A66C2"}, {"name": "YC Directory", "value": 45, "color": "#FF6600"}, {"name": "Referral", "value": 30, "color": "#10B981"}, {"name": "Inbound", "value": 20, "color": "#8B5CF6"} ] }, { "title": "Reply Rates by Channel", "type": "bar", "xKey": "channel", "series": [{"key": "rate", "name": "Reply Rate %", "color": "#3B82F6"}], "data": [ {"channel": "LinkedIn", "rate": 32}, {"channel": "Email", "rate": 18}, {"channel": "Multi-Channel", "rate": 41} ] } ] } ``` ## Chart Types Available | Type | Use Case | Recharts Component | |------|----------|-------------------| | `bar` | Comparisons, categories | BarChart | | `line` | Trends over time | LineChart | | `area` | Volume over time | AreaChart | | `pie` | Distribution (single level) | PieChart | | `donut` | Distribution (with center metric) | PieChart (innerRadius) | | `funnel` | Stage progression | FunnelChart | | `scatter` | Correlation (2 variables) | ScatterChart | | `radar` | Multi-dimension comparison | RadarChart | ## Pre-Built Report Templates ### 1. Pipeline Overview - Funnel: Lead → Contacted → Qualified → Demo → Closed - Donut: Lead source breakdown - Number cards: Total leads, conversion rate, avg deal size ### 2. Outreach Performance - Area: Messages sent over time (by channel) - Bar: Reply rates by channel - Line: Conversion trend week-over-week - Number cards: Total sent, reply rate, meetings booked ### 3. Rep Performance (if multi-user) - Bar: Leads contacted per rep - Bar: Reply rate per rep - Bar: Conversions per rep - Scatter: Activity volume vs. conversion rate ### 4. Cohort Analysis - Heatmap-style: Conversion rate by signup week × time elapsed - Line: Retention/engagement curves by cohort ## Natural Language Mapping | User Says | SQL Pattern | Chart Type | |-----------|-------------|------------| | "show me pipeline" | GROUP BY Status | funnel | | "outreach stats" | COUNT by channel + status | bar + area | | "how are we converting" | conversion rates | funnel + line | | "compare sources" | GROUP BY Source | bar | | "weekly trend" | DATE_TRUNC + GROUP BY | line / area | | "who replied" | FILTER Reply Received | table | | "best performing" | ORDER BY conversion DESC | bar | | "lead breakdown" | GROUP BY any dimension | pie / donut | ## Saving Reports Reports can be saved as `.report.json` files in the workspace: ``` ~/.openclaw/workspace/reports/ pipeline-overview.report.json weekly-outreach.report.json monthly-review.report.json ``` These render as live dashboards in the Ironclaw web UI when opened. ## Cron Integration Auto-generate weekly/monthly reports: ```json { "name": "Weekly Pipeline Report", "schedule": { "kind": "cron", "expr": "0 9 * * MON", "tz": "America/Denver" }, "payload": { "kind": "agentTurn", "message": "Generate weekly pipeline analytics report. Query DuckDB for this week's data. Create report-json with: funnel, outreach activity (area), reply rates (bar), source breakdown (donut). Save to workspace/reports/ and announce summary." } } ```


Security scan verdicts — ClawScan: suspicious | static analysis: clean | VirusTotal: suspicious | SkillSpector: clean (LOW)