sales-analyticslisted
Install: claude install-skill coupler-io/skills
# Sales Analytics
Analyze sales performance using data from Coupler.io dataflows (Salesforce, HubSpot, Pipedrive, Close, Zoho, custom CRMs). This skill guides you through retrieving opportunity/deal data, computing pipeline and conversion metrics, investigating velocity and rep performance, detecting anomalies, and presenting actionable insights a sales leader can act on.
## Step 0: Context Check (Pre-requisite)
Before starting any analysis, the **Data Context Check** skill (`generate-data-set-context`) runs as a gate. It calls `get-schema` on each target dataset to determine whether meaningful context is attached — particularly stage definitions, segment mappings (SMB/MM/Enterprise), team/territory structure, lead source taxonomy, and how 'closed-lost no decision' is distinguished from 'closed-lost competitive'.
- If context exists → proceed to Step 1.
- If context is missing → the user is offered the option to generate it first.
Do not duplicate this check in Step 1d.
## Step 1: Discover and Select Data Sources
### 1a. Discover available data
Default to `search-datasets` with sales-flavored keywords — `salesforce`, `hubspot`, `pipedrive`, `close`, `zoho`, `opportunities`, `deals`, `pipeline`, `leads`, `activities`, or whatever CRM the user named. Search keeps the response small and lands on the right dataflow when the domain is known.
Fall back to `list-datasets` only when the user is genuinely browsing or hasn't given any source/keyword to anchor on. Each dataflow