Produce a structured deal review for a single opportunity. Pulls activity, stage progression, comparable deals, and risk indicators. Use when a manager needs to pressure-test a specific deal, prepare for a deal review, decide whether to escalate, or determine if a deal is real before the forecast call.
EnglishPrepare the executive summary for a weekly forecast call by reconciling rep commits against historical close-rate models and surfacing material variance. Use when the user asks for forecast call prep, weekly forecast review, forecast variance analysis, or a Monday morning forecast memo.
EnglishAudit a sales team's open pipeline for hygiene issues and produce a per-rep punchlist of fixes ranked by severity. Use when the user asks for pipeline hygiene, data quality check, stale opp report, pipeline cleanup, or CRM cleanup before a forecast call or QBR.
EnglishRun a comprehensive Salesforce RevOps health audit across five dimensions (pipeline health, data quality, forecast hygiene, deal integrity, process integrity) and produce a graded report (A through F) with a prioritized remediation queue. Use as the entry point for any new Salesforce org assessment, before a new RevOps leader's first forecast call, before a QBR cycle, or quarterly as a recurring health check. The audit recommends which remediation skills to run next.
English
AGENT SKILLS ATLASIncludes Deal Investigator, Forecast Call Prep, Pipeline Hygiene Audit, and other workflows.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLISupported by the Atlas install prompt. Skill-specific requirements vary.
Pack stats
What’s included
Deal Investigator
Produce a structured deal review for a single opportunity. Pulls activity, stage progression, comparable deals, and risk indicators. Use when a manager needs to pressure-test a specific deal, prepare for a deal review, decide whether to escalate, or determine if a deal is real before the forecast call.
Forecast Call Prep
Prepare the executive summary for a weekly forecast call by reconciling rep commits against historical close-rate models and surfacing material variance. Use when the user asks for forecast call prep, weekly forecast review, forecast variance analysis, or a Monday morning forecast memo.
Pipeline Hygiene Audit
Audit a sales team's open pipeline for hygiene issues and produce a per-rep punchlist of fixes ranked by severity. Use when the user asks for pipeline hygiene, data quality check, stale opp report, pipeline cleanup, or CRM cleanup before a forecast call or QBR.
Salesforce Revops Audit
Run a comprehensive Salesforce RevOps health audit across five dimensions (pipeline health, data quality, forecast hygiene, deal integrity, process integrity) and produce a graded report (A through F) with a prioritized remediation queue. Use as the entry point for any new Salesforce org assessment, before a new RevOps leader's first forecast call, before a QBR cycle, or quarterly as a recurring health check. The audit recommends which remediation skills to run next.
Quick start
- Choose your skills. Select individual skills above, or choose the entire pack.
- Copy the install prompt. Use Copy install prompt above the list.
- Send it to your agent. Paste into your coding agent’s chat. Your agent reviews the source and guides the setup.
Try it with your agent
After installation, start with a request like:
Use the Deal Investigator skill to help with my task.
Ask me for the context you need before getting started.Requirements & license
- A coding agent that can access your project files and install skills.
- Your agent checks each skill’s instructions, dependencies, and permissions during setup.
- Reported license for the skills shown: MIT. The author’s terms apply.