skills.rest
keboola
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manager

Oversees sales teams with forecasting, discount approvals, territories, quotas, and coaching via CRM CLI.

Updated Jun 15, 2026
Search Tags:#sales management#territory management#discount approval#quota tracking#pipeline oversight#forecast review#rep coaching
One-click install
npx skills add https://github.com/keboola/crm-plugin --skill manager-keboola
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: manager
Source: https://github.com/keboola/crm-plugin/tree/main/keboola-crm/skills/manager
Command: npx skills add https://github.com/keboola/crm-plugin --skill manager-keboola

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires CRM_API_URL, CRM_API_TOKEN, CRM_USER_EMAIL, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill assists sales managers and VPs with overseeing team pipelines, conducting forecast reviews, approving discounts, managing territories, tracking quotas, and providing coaching to sales reps.

Core Features & Use Cases

  • Team Pipeline Oversight: Offers comprehensive views of team pipelines, highlighting key metrics and potential issues.
  • Forecast Reviews: Enables detailed analysis of forecasts, identifying opportunities and risks.
  • Discount Approvals: Streamlines the approval process for discount requests.
  • Territory Management: Allows for efficient territory assignments and rebalancing.
  • Quota Tracking: Provides real-time insights into rep quota attainment.
  • Rep Coaching: Offers tools and reports to facilitate rep coaching and development.
  • Use Case: A sales manager can use this Skill to review the pipeline health of their team, identify underperforming deals, and provide targeted coaching to reps.

Quick Start

Use the CRM CLI to review your team's pipeline by running 'crm pipeline show'.

Frequently Asked Questions about manager

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

FAQPage Schema
How do I conduct sales pipeline oversight for my team using CRM data?▼

Sales pipeline oversight is achieved by utilizing a CRM CLI to retrieve and analyze team data, highlighting key metrics and potential issues for comprehensive review.

Can I track rep quota attainment and manage territories with this Skill?▼

Yes, quota tracking and territory management are supported. You can monitor real-time rep quota attainment and efficiently assign or rebalance sales territories.

What CRM credentials do I need to start reviewing sales forecasts?▼

To review sales forecasts, you must configure three dependencies: a CRM_API_URL, a CRM_API_TOKEN, and a CRM_USER_EMAIL to establish the required API connection.

How does the discount approval process work within sales management?▼

The discount approval process is streamlined by retrieving discount requests via the CRM CLI, allowing sales managers to review and approve them directly.

What is the best way to provide rep coaching based on pipeline health?▼

Rep coaching is facilitated by analyzing team pipeline health to identify underperforming deals, enabling targeted coaching and development reports for individual representatives.

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