Claude Skills for Sales Managers

The Weekly Pipeline Review skill prepares a pipeline export for a sales manager’s 1:1 or forecast review. Paste the quarter end, today’s date, remaining quota and deal list, including each deal’s amount, stage percentage, close date, last activity and notes. It returns a weighted in-quarter forecast, gap to quota, risk flags for stale, past-due and single-threaded deals, and one coaching question per flagged deal.

For related resources, visit the Sales managers hub or browse our prompt library for sales managers.

How do I install it?

For Claude Code, download the ZIP, unpack it into ~/.claude/skills/ (or .claude/skills/ inside your project), and restart Claude Code. The skill loads when your request matches its description.

Without a terminal, open a Claude Project, go to Project instructions, paste the SKILL.md text and save. Every chat in that project follows those instructions.

What was tested, and what should I check?

The listed models were tested on these dates: Claude Opus 5.5 and Claude Sonnet 5 on 2026-10-19, and Claude Fable 5.1 on 2026-10-20. Each model ran the skill 3 times on a fictional input written with its rubric before the skill existed. A model from another family, gpt-6-astra, graded every run. Read the methodology for the testing approach.

For US practice, if follow-up uses AI-generated voice calls, the FCC’s 2024 Declaratory Ruling (FCC-24-17) confirms that the TCPA applies. Forecast numbers are management estimates, not financial reporting. The forecast, risk flags and coaching questions are draft output for you, as the responsible sales manager, to check before using them in a 1:1 or forecast review.

The skills are free to use, adapt and share, including commercially, under CC BY 4.0 with attribution.