goal-tracking-expert

Track CVM goal progress by monitoring stage entries using hs_v2_date_entered properties and counting weekly, monthly, and quarterly entries across eight stages. The Skill pulls new leads from the Contacts API and other stage data from the Deals API, applies WIP limits, and logs results to HubSpot to surface pipeline health and target achievement in a color-coded dashboard.

A rubric-based dashboard applies five-level scoring to categorize stage health and goal attainment. It replaces manual reporting by automatically color-coding red, yellow, and green stages, enabling weekly reviews of pipeline momentum and quick identification of bottlenecks that need micro-actions to clear.

When a stage shows red status in the dashboard, the Skill logs micro-actions lookup results tied to known failure patterns. Review these actions during your weekly /cvm-goals dashboard run, apply corrections, and refine your archetype-driven targets based on what worked, building learning back into the tracking system over time.

Yes. The Skill integrates directly with HubSpot's Contacts API to pull new_leads and the Deals API for pipeline stages. It uses hs_v2_date_entered stage-entry properties to count entries, enforce WIP limits, and log all metrics back to HubSpot for unified goal tracking.

Yes. Run /cvm-goals weekly to automatically refresh all stage-entry counts, calculate period targets, and update the dashboard. The Skill handles entry counting, WIP enforcement, and HubSpot logging, so you only review red stages and apply recommended micro-actions.