| name | deal-tracking |
| displayName | Deal Tracking |
| tagline | Track deal progress, pipeline stages, and revenue forecasts across your CRM. |
| description | Monitors deal progression through pipeline stages in HubSpot or Salesforce.
Tracks deal values, close dates, win probabilities, and stalled opportunities.
Generates pipeline reports with revenue forecasts and highlights deals that
need attention or follow-up.
|
| department | ["Sales","Revenue Operations"] |
| use_cases | ["Pipeline Management","Revenue Forecasting","Sales Automation"] |
| tools_required | ["HubSpot MCP","Salesforce MCP"] |
| agents_compatible | ["Claude / Claude Code","Cursor","Windsurf","ChatGPT","Any MCP-compatible agent"] |
| author | Webrix |
| verified | true |
| updatedAt | "2026-05-08T00:00:00.000Z" |
| version | 1.0.0 |
| exampleInput | Show me all deals in the pipeline for Q2 2026.
Flag any deals stalled for more than 14 days.
|
| exampleOutput | Deal Pipeline — Q2 2026
SUMMARY
Total Deals: 42
Pipeline Value: $1.2M
Weighted Value: $680K
Stalled (>14d): 7 deals
TOP DEALS
1. Acme Corp — $120K — Negotiation (85%)
2. TechStart — $95K — Proposal (60%)
3. GlobalFin — $80K — Discovery (30%)
STALLED ALERTS
- DataFlow Inc — 21 days in Proposal — Last activity: email opened
- CloudNet — 18 days in Discovery — No recent activity
|
Deal Tracking
Track deal progress, pipeline stages, and revenue forecasts across your CRM.
Integrations: HubSpot, Salesforce
When to Use
- The user wants a pipeline overview or revenue forecast
- Deals need to be monitored for stalls or missed follow-ups
- The user mentions "deal tracking", "pipeline", or "forecast"
Steps
Step 1: Pull Pipeline Data
Query CRM for all active deals with stage, value, and close date.
Step 2: Analyze Pipeline Health
Identify stalled deals, overdue tasks, and deals with low activity.
Step 3: Generate Forecast
Calculate weighted pipeline value and project revenue by close date.
Output
Deliver:
- Pipeline summary with deal counts and values by stage
- Stalled deal alerts with recommended actions
- Revenue forecast for the selected period
