Claude Skill: Sales Pulse
Your AI pipeline accountability partner. It connects to your CRM through Databox and tells you what's actually happening, not just what's in the pipeline: what's working, what's breaking, and where to focus. You get the analysis first, then you decide where to drill deeper.
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What's happening in your pipeline, not just what's in it.
Most teams review pipeline every week and still can't say whether it's actually healthy or just full. Sales Pulse reads your CRM data and tells you what's working, what's breaking, and where to focus before you open a single chart.
Analysis before data
Say "Run my sales pulse" and Claude pulls 14+ metrics across pipeline, activity, and lead funnel, surfaces the three or four findings that matter most, and tells you what jumped out before showing you a single number. Then you drill into whatever you want.
Pipeline health, not just volume
Open pipeline value, stage distribution, deal concentration risk, coverage ratio, and time to close, every metric compared across two rolling four-week periods so you see the trend, not just today's snapshot.
Activity velocity
Emails, meetings, and calls trended week over week, so you know whether you're doing enough outreach to fill the gap or falling behind it.
Lead conversion and source truth
Funnel conversion from MQL to SQL to opportunity, lead volume by source, and where your leads actually come from versus where deals actually close.