crm-sales-momentum

Analyzes HubSpot pipeline momentum via velocity, stage conversions, and stall patterns.

90|10|Updated Mar 25, 2026
One-click install
npx skills add https://github.com/cognyai/claude-code-marketing-skills --skill crm-sales-momentum
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crm-sales-momentum
Source: https://github.com/cognyai/claude-code-marketing-skills/tree/main/skills/crm-sales-momentum
Command: npx skills add https://github.com/cognyai/claude-code-marketing-skills --skill crm-sales-momentum

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Pipeline momentum in HubSpot often remains opaque: deals stall silently, velocity varies by stage, and teams lack a clear, data-driven path to push opportunities to close. This skill analyzes velocity, stage conversions, and win/loss patterns to surface actionable bottlenecks and momentum drivers in your CRM.

Core Features & Use Cases

  • Velocity metrics: compute average days in each stage and overall sales cycle length for won and lost deals.
  • Stuck-deal detection: identify deals lingering beyond expected thresholds and surface context from owner, company, and recent activity.
  • Momentum scoring: generate a structured score and top recommendations to accelerate high-potential pipelines.
  • Segment-based insights: compare win rates, cycle times, and deals by size, source, owner, and industry to optimize the funnel.

Quick Start

Run /crm-sales-momentum to generate a full momentum report for the last 90 days.

Frequently Asked Questions about crm-sales-momentum

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze HubSpot pipeline velocity and identify stuck deals?

To analyze HubSpot pipeline velocity and identify stuck deals, you need a tool that calculates average days in each stage and flags deals lingering beyond expected thresholds. This skill automates that extraction and computation for you over a 90-day window.

What is sales momentum scoring and how does it reveal pipeline bottlenecks?

Sales momentum scoring is a structured evaluation of win rates, stage conversions, and cycle times to reveal pipeline bottlenecks. It surfaces actionable findings and top recommendations to accelerate high-potential opportunities before they stall.

How do I generate a full momentum report for my HubSpot deals?

To generate a full momentum report for your HubSpot deals, initiate the analysis command to extract data from your CRM objects. The system computes velocity metrics, detects stalled deals, and outputs segment-based insights automatically.

Can I segment win rates and cycle times by deal owner and industry in HubSpot?

Yes, you can segment win rates and cycle times by deal owner and industry in HubSpot. The analysis compares momentum metrics across size, source, owner, and industry segments to optimize your sales funnel performance.

Does this pipeline momentum analysis work with deals created in the last 90 days only?

This pipeline momentum analysis targets HubSpot deals created in the last 90 days to ensure relevant velocity calculations. It focuses on recent sales processes to accurately compute stage conversions and detect current stall patterns.

Why does my HubSpot sales velocity vary by stage and how do I fix it?

HubSpot sales velocity varies by stage due to silent stalling and inconsistent conversion rates across the pipeline. Analyzing momentum metrics reveals these specific bottlenecks and generates targeted recommendations to push opportunities forward.