See your pipeline, upcoming closes, and win rates.
What it does
Summarizes upcoming deal closures, open pipelines, and sales outcomes into briefings and reports.
When to use it
Use for daily briefings, pipeline breakdowns, upcoming closures, win/loss analysis, and monthly revenue reporting.
How to use it
Give it a sales reporting request; it retrieves CRM data and returns a briefing, pipeline snapshot, or win/loss analysis.
Uses
Good to know
- cannot be undone: /tmp/owners.tsv
Latest review
What you need · 3
Requires the hubspot CLI to retrieve CRM data; its command help is the authoritative reference.
Uses jq to filter, group, and aggregate the JSONL CRM results.
Access · 2
This skill
/tmp/owners.tsv
Write
Saves owner names and emails (irreversible)
HubSpot
Read
Reads deals and owner details