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deal-tracking

Official

Track deals, forecasts, and stalls fast

Marketing & Sales#crm#pipeline#hubspot#salesforce#deal tracking#stalled deals#revenue forecasting
Authorwebrix-ai
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps sales teams and revenue operators keep an accurate view of deal progress, pipeline health, and revenue outlook without manually reviewing every opportunity.

Core Features & Use Cases

  • Pipeline Monitoring: Review active deals by stage, value, close date, and probability across HubSpot or Salesforce.
  • Stall Detection: Find opportunities that have gone inactive, missed follow-ups, or need attention before they slip.
  • Revenue Forecasting: Summarize weighted pipeline value and estimate expected revenue for a chosen period.
  • Use Case: A sales leader can quickly ask for the quarter's pipeline report, identify stalled deals, and prioritize follow-up on the highest-value opportunities.

Quick Start

Ask the deal-tracking skill to show the active pipeline for your chosen period and flag any deals that have been stalled for more than 14 days.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: deal-tracking
Download link: https://github.com/webrix-ai/agent-skills/archive/main.zip#deal-tracking

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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