Deal Tracking

Updated May 13, 2026

What this skill does

Monitors deal progression through pipeline stages in HubSpot or Salesforce. Tracks deal values, close dates, win probabilities, and stalled opportunities. Generates pipeline reports with revenue forecasts and highlights deals that need attention or follow-up.

Example

PROMPT

Show me all deals in the pipeline for Q2 2026. Flag any deals stalled for more than 14 days.

OUTPUT

Deal Pipeline — Q2 2026 SUMMARY Total Deals: 42 Pipeline Value: $1.2M Weighted Value: $680K Stalled (>14d): 7 deals TOP DEALS 1. Acme Corp — $120K — Negotiation (85%) 2. TechStart — $95K — Proposal (60%) 3. GlobalFin — $80K — Discovery (30%) STALLED ALERTS - DataFlow Inc — 21 days in Proposal — Last activity: email opened - CloudNet — 18 days in Discovery — No recent activity

Required Tools

HubSpot

Salesforce

Compatible Agents

Claude

Cursor

Windsurf

ChatGPT

Any MCP-compatible agent

Add to your agent

Download Skill

Or install via CLI:
$ npx skills add webrix-ai/agent-skills --skill deal-tracking

Deploy Org-wide

Provision to teams via RBAC

Identity-aware execution

Signed & verified skills

Full audit trail

Auto-bundled with required MCP servers

Use with

Free for up to 5 users

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