← 33CRMCONTENT HISTORY

Update to 33CRM

Snapshot Oct 24, 2026 · 13:38 UTC · version 1.1.1

Collection source: downloaded plugin package.

WHAT CHANGED

First saved snapshot

No earlier snapshot is available to establish a change.

Save 33CRM and check future changes in Following.

Up to 10 plugins free · no card required.

Compare saved observations

Download comparison JSON
Full technical diff · 0 changed fields
Full snapshot data
{
  "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