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Update to 33CRM
Snapshot Oct 24, 2026 · 13:38 UTC · version 1.1.1
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{
"description": "Analyze 33CRM sales performance using lead-cohort metrics, deal reports, owner breakdowns, and the current pipeline. Use for sales reviews, conversion reviews, owner/team performance, booked value, amount paid, and pipeline health questions.",
"included_files": [
{
"relative_path": "agents/openai.yaml",
"size_in_bytes": 450
}
],
"name": "sales-performance-review",
"skill_md_contents": " ---\n name: sales-performance-review\n description: Analyze 33CRM sales performance using lead-cohort metrics, deal reports, owner breakdowns, and the current pipeline. Use for sales reviews, conversion reviews, owner/team performance, booked value, amount paid, and pipeline health questions.\n ---\n\n Use this skill for sales performance analysis.\n\nWorkflow:\n1. Resolve the date window.\n2. Call `sales_summary` for lead-cohort counts, conversion-related rates, source breakdowns, and stage breakdowns.\n3. Call `get_sales_report` for period deals, booked value, current amount paid to date, by stage and owner.\n4. Call `pipeline_summary` when the user asks about pipeline health or current stage distribution.\n5. Call `list_sales_reps` only when you need the current active sales-rep directory for context.\n6. If the user asks for a specific deal, use `list_deals` or `get_deal`.\n\nOutput:\n- Sales summary\n- Lead funnel metrics\n- Deal and money metrics\n- Owner/team breakdown\n- Pipeline observations\n- Risks / attention items supported by the data\n- Metric caveats\n\nRules:\n- Leads and deals are different entities; never merge their counts or rates as if they were the same cohort.\n- `booked_value` is agreed deal value, not recognized revenue.\n- `amount_paid_to_date` is not a dated cash-receipts metric.\n- Current pipeline stages are a snapshot and are not necessarily the stage held during the selected period.\n- Avoid subjective employee rankings unless the user explicitly asks for a factual comparison; present documented metrics rather than unsupported judgments.\n- Reply in the user's language.\n- Read-only only.\n"
}SHA-256 of public snapshot: 546385094e6b8fce4fb9053af0aa0b1ca696d0c42d842aebe2ac2a43fdc8718d