Sales Operations Bundle
Enterprise sales operations intelligence for RevOps leaders.
Pipeline Reporter Pro — Multi-month forecasting + win/loss analysis + automated reports + PDF exports.
Champion Mapper — Identify and track internal champions. Map org charts, influence paths, engagement scores.
Territory Optimizer — AI-powered territory planning. Balance workload, align by industry/region, optimize rep assignments.
Forecast Confidence — Monte Carlo simulation. Predict revenue ranges with confidence intervals (70%, 80%, 90%).
Rep Scorecard — Multi-dimensional rep performance tracking. Activity, conversion, deal size, forecast accuracy, coaching recommendations.
All skills work with Claude Code and Codex. One-time purchase. No subscriptions.
Works with every agent that reads SKILL.md — Claude Code, Cursor, Codex CLI, Gemini CLI, GitHub Copilot, Windsurf, OpenClaw, and more.
One payment, lifetime access. 5 skills unlock instantly in your library.
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What's included
5 skills
Turn a CRM export or live HubSpot/Salesforce/Pipedrive sync into an executive-ready pipeline report: a 12-month weighted forecast with three scenarios, win/loss themes pulled from deal notes, data-quality flags, and a board-ready PDF. Can run weekly and email itself to stakeholders.
Run a 10,000-iteration Monte Carlo forecast on your pipeline CSV to get P50/P70/P90 revenue confidence intervals, an ASCII distribution histogram, and what-if scenarios for slipped deal dates. Answers 'how likely are we to hit the number?' instead of a flat weighted-pipeline guess.
Turn CRM exports into sales rep scorecards: 0-100 performance scores across activity, pipeline, conversion, and forecast accuracy, plus evidence-based coaching notes for weekly 1-on-1s. One review-ready report instead of a spreadsheet weekend.
Turn an account's contact list into a champion map: classifies each stakeholder as economic buyer, coach, blocker, or user, scores them 0-100, and renders the power structure as an org chart with a next-action angle for each one. So reps stop treating every stakeholder like the same beige rectangle.
Turn a raw account CSV into balanced sales territories: assigns accounts by region, industry, workload, and ARR, flags orphaned high-value accounts, and hands managers specific rebalancing moves. Compares region-based vs industry-based models so coverage is even instead of cherry-picked.
See it in action
You say
Analyze my Salesforce export and the opportunity notes to generate a full pipeline forecast and win/loss analysis. Please output the executive PDF report.
Your agent does
FORECAST SUMMARY (Next 12 Months) Expected: $1.24M | Upside: $1.68M | Conservative: $890k WIN/LOSS ANALYSIS:
- Win Rate: 24%
- Primary Loss Reason: "Competitor Price" (42% of losses)
- Notable Theme: Clients requesting better SOC2 documentation in notes. Generated: pipeline-report-2024-05-01.pdf
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.