Skill Claude CodeCodex
Diagnose sales activity capture quality across a team and grade it A through F. Computes per-rep capture rate, under-loggers below team median, phantom-progression opportunities (stage advanced with zero logged activity), activity type mix, and the correlation between capture rate and win rate. Use when the user asks…
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Diagnose lead routing health and grade it A through F. Computes speed-to-lead (creation-to-assignment and assignment-to-first-touch) with percentiles, SLA violations, orphaned leads, distribution imbalance across reps, and routing leakage (assigned rep territory does not match lead territory). Use when the user asks…
Skill Claude CodeCodex
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.
Skill Claude CodeCodex
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…