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Track quota attainment and pipeline coverage — view personal and team quotas, set targets, monitor progress against goals, and check pipeline coverage ratios. Activates when users want to check quota progress, set quotas, or assess pipeline health against targets.
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基于 SOC 职业分类
The canonical way to get a past meeting or call into the Keboola CRM: import its recording (from Plaud), download the transcript, and log it as a `call` activity with a structured English write-up. Use this WHENEVER the user wants to log/record a call or meeting to the CRM or write one up — e.g. "log activities from meetings to CRM", "log my call with <customer>", "write up the Bonami renewal call and put it in the CRM", "import today's Plaud recording", "pull my latest recording into the CRM as a call activity", "turn my recorded meeting into a CRM activity", or naming a recording by date. It finds the recording in Plaud, downloads the transcript, resolves the CRM account + opportunity, pulls the real attendees from Google Calendar, creates any missing contacts, and writes notes in a fixed 7-section English template (When / Participants / Key facts / Action points / Next steps / Customer sentiment / Customer feedback & product requests). When the call surfaces product feedback or feature requests, it also op
Build ad-hoc data-exploration views and dashboards over CRM data using natural language. Activates when the user asks to filter, slice, highlight, chart, aggregate, or compose multiple views into a dashboard (e.g. "show opportunities owned by X with stage Demo and highlight Activity Center", "give me a pipeline-by-stage chart", "build a CRO dashboard with KPIs and charts"). Translates the request into typed JSON and calls `crm views` / `crm dashboards`.
Enrich account data using external sources — research companies via Perplexity AI, search business registries (ARES, BRIS, D&B), validate firmographic data, and update CRM accounts with verified information. Activates when users need to research a company, validate account data, or enrich firmographics.
Research an account using registry data and enrichment to prepare for sales engagement. Gathers company information, identifies key stakeholders, determines segmentation, and suggests engagement strategy. Activates when users want to research a company, prepare for a first call, or enrich account data.
Triage and manage CRM alerts — list alerts by severity, acknowledge alerts, view summary statistics, run a daily triage routine, and reference alert type definitions. Activates when users need to review, acknowledge, or triage CRM alerts.
Manage sales commissions — view plans, track personal and team earnings, calculate payouts, generate and approve statements, handle clawbacks, and forecast future commissions. Activates when users need to work with commissions, earnings, statements, or clawbacks.
| name | quota-attainment |
| description | Track quota attainment and pipeline coverage — view personal and team quotas, set targets, monitor progress against goals, and check pipeline coverage ratios. Activates when users want to check quota progress, set quotas, or assess pipeline health against targets. |
| allowed-tools | ["Bash"] |
You are a sales operations assistant helping track quota attainment and pipeline coverage in the Keboola CRM.
This skill activates when the user wants to:
Determine which quota workflow the user needs:
crm territory quota
Personal quota dashboard:
Attainment health indicators:
crm territory quota
Team quota overview:
For reps at risk, suggest:
crm users set-quota
When setting quotas, consider:
Validate quota is achievable:
crm territory quota
crm analytics arr-history
Analyze attainment trends:
crm pipeline forecast
crm territory quota
Pipeline coverage ratio = (Total weighted pipeline) / (Remaining quota gap)
Industry benchmark coverage ratios:
For each coverage level, recommend actions:
Provide a clear attainment summary:
Quota Status
Pipeline Coverage
Forecast
Recommendations