Skills

Deal Tracking

verified
Last updatedUpdated May 27, 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

InputPROMPT

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

OutputOUTPUT
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

HubSpotHubSpot
SalesforceSalesforce

Compatible Agents

ClaudeClaude
CursorCursor
WindsurfWindsurf
ChatGPTChatGPT
Any MCP-compatible agentAny MCP-compatible agent
Integration

Add to your agent

Download Skill

Or install via CLI:

$ npx skills add webrix-ai/agent-skills --skill deal-tracking

Enterprise

Deploy Org-wide

SSO readyProvision to teams via RBAC
SecurityIdentity-aware execution
ComplianceSigned & verified skills
AnalyticsFull audit trail
GovernanceAuto-bundled with required MCP servers
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Deal Tracking | Willow Marketplace