Monitor deal pipelines and revenue forecasts across HubSpot and Salesforce CRM records.
npx skills add https://github.com/webrix-ai/agent-skills --skill deal-tracking
Please help me install this Agent Skill. Skill: deal-tracking Source: https://github.com/webrix-ai/agent-skills/tree/main/skills/deal-tracking Command: npx skills add https://github.com/webrix-ai/agent-skills --skill deal-tracking
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.
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.
High-intent search queries and answers about installing and using this skill.
To track deal pipeline status, this Skill monitors active CRM records across HubSpot and Salesforce to review stage, value, close date, and win probability. It provides pipeline reviews and weighted revenue forecasting without manually checking every opportunity.
To generate a weighted revenue forecast, this Skill calculates expected revenue by multiplying deal value and win probability across active CRM opportunities. It summarizes the weighted pipeline value for a chosen period to estimate your revenue outlook accurately.
Yes, to track close dates and pipeline health, you need active deal data containing stage, value, close date, win probability, and recent activity. This information is required to perform weighted pipeline analysis and detect stalled opportunities effectively.
The best way to monitor inactive opportunities is to request a pipeline review flagging deals stalled for more than 14 days. This Skill detects opportunities with missed follow-ups and no recent activity, highlighting deals needing immediate attention.
Yes, you can use this for pipeline reviews across both HubSpot and Salesforce workflows. It monitors deal progress, close-date tracking, and revenue forecasting by analyzing active deal data from either CRM platform.
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