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Sales briefings and analysis from the terminal v1.0.0

Use this resource to produce a daily briefing, a pipeline snapshot and a win/loss analysis

New

  • 308 downloads
  • 135 likes
  • 140 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sales-pipeline-reporting

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent produces sales summaries from the terminal: a daily briefing on deals closing this week, open pipeline by stage and by owner, and a win/loss analysis over a period. It accounts for pagination and for the string format of values returned by the API. You get usable figures.

Mostly picked by

Updated November 2, 2026

Card for the “Sales briefings and analysis from the terminal” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: daily briefing and pipeline snapshot
  • SKILL.md: win/loss analysis and saved reports
  • SKILL.md: property quirks and known limitations

Good fit for

  • You want a weekly figures review without opening the CRM
  • You must explain why sales dropped over a quarter

Not for

    Tags

    • reporting
    • pipeline
    • win loss
    • briefing
    • hubspot

    About

    You say

    “Give me the open pipeline by stage and by rep, then the win/loss analysis for the last quarter.”

    Card for the “Sales briefings and analysis from the terminal” skill

    Skill published by hubspot under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to produce a daily briefing, a pipeline snapshot and a win/loss analysis
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.8 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md8.4 KB

    Origin and licence

    Listed unmodified

    Author
    hubspot
    Source
    github.com/hubspot/agent-cli-skills/tree/b310eb544776345b512163e1db99badf712068d0/sales-reporting
    Licence
    Apache-2.0

    Notice

    « sales-reporting » (hubspot, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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