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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.
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SOC 職業分類に基づく
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| 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 |
Track deal progress, pipeline stages, and revenue forecasts across your CRM.
Integrations: HubSpot, Salesforce
Query CRM for all active deals with stage, value, and close date.
Identify stalled deals, overdue tasks, and deals with low activity.
Calculate weighted pipeline value and project revenue by close date.
Deliver:
