sales-reporting

Q: How do I install sales-reporting?

Run npx skills add https://github.com/hubspot/agent-cli-skills --skill sales-reporting in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/sales-reporting/ (personal) or .claude/skills/sales-reporting/ (project).

by hubspotBusiness & Finance

Daily briefings, pipeline snapshots, and win/loss analysis from the terminal — closing-this-week, open pipeline by stage/owner, and closed-won vs closed-lost over a period.

Installs: 1.7K
Last 24h: —
Trending rank: —
Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/hubspot/agent-cli-skills --skill sales-reporting

01
Install
Run the command in your project. The CLI asks which agents to install for.
02
Describe the task
Ask your agent for something this skill covers. It loads sales-reporting automatically when relevant.
03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Source of truth

hubspot <command> --help is authoritative. Build on bulk-operations/SKILL.md — JSONL shape, batch-read rules, and pagination live there. Reshape patterns: bulk-operations/resources/json-patterns.md. search/list cap at 100 rows per call; a result of exactly 100 is almost always truncated — paginate via bulk-operations/SKILL.md before aggregating.

Property and output shape notes

All CRM property values come back as strings in JSONL — booleans included. hs_is_closed_won is returned as "true"/"false" (string); amount is a numeric string. Use tonumber for arithmetic; compare booleans as strings (== "true") when filtering client-side.
Numeric properties can be null or an empty string ("") when unset/blank. tonumber aborts on "". Always guard with select(. != null and . != "") | tonumber.
In --filter expressions, hs_is_closed_won=true and hs_is_closed!=true work — the API parses the value.
--properties returns the standard nested shape: {"id":"123","properties":{"amount":"5000","dealname":"..."}}. Reference fields as .properties.amount in jq.
Stage IDs in dealstage are portal-specific. Map them with hubspot pipelines stages --type deals --pipeline <id> (or read the stages array embedded in hubspot pipelines list/get). hubspot pipelines is app-token-only — see Auth section; it 403s under user OAuth.
hubspot_owner_id is a numeric string. Resolve to a name with hubspot owners list (fields: id, firstName, lastName, email). hubspot owners list works under both user OAuth (hubspot auth login) and a service key.

1. Daily briefing

Date windows differ between macOS and GNU date:

# macOS
TODAY=$(date +%Y-%m-%d); NEXT_7=$(date -v+7d +%Y-%m-%d); YESTERDAY=$(date -v-1d +%Y-%m-%d)
# Linux
TODAY=$(date +%Y-%m-%d); NEXT_7=$(date -d '7 days' +%Y-%m-%d); YESTERDAY=$(date -d '1 day ago' +%Y-%m-%d)

Deals closing in the next 7 days:

hubspot objects search --type deals \
  --filter "closedate>$TODAY AND closedate<$NEXT_7 AND hs_is_closed!=true" \
  --properties dealname,amount,closedate,hubspot_owner_id

Deals updated in the last 24h:

hubspot objects search --type deals \
  --filter "hs_lastmodifieddate>$YESTERDAY AND hs_is_closed!=true" \
  --properties dealname,amount,dealstage,hs_lastmodifieddate

Open-pipeline summary line:

hubspot objects search --type deals --filter "hs_is_closed!=true" --properties amount \
| jq -rs '{count: length, value: ([.[].properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)}
          | "Open pipeline: \(.count) deals, $\(.value)"'

2. Pipeline snapshot

By stage — count and amount per dealstage:

hubspot objects search --type deals --filter "hs_is_closed!=true" \
  --properties dealstage,amount \
| jq -rs '
    group_by(.properties.dealstage)
    | map({stage: .[0].properties.dealstage, count: length,
           total: ([.[].properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)})
    | sort_by(-.total) | .[] | "\(.stage)\tcount: \(.count)\tvalue: $\(.total)"' \
| column -t -s$'\t'

By owner:

hubspot objects search --type deals --filter "hs_is_closed!=true" \
  --properties amount,hubspot_owner_id \
| jq -rs '
    group_by(.properties.hubspot_owner_id)
    | map({owner: .[0].properties.hubspot_owner_id, count: length,
           total: ([.[].properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)})
    | sort_by(-.total) | .[] | "owner \(.owner)\tdeals: \(.count)\tvalue: $\(.total)"' \
| column -t -s$'\t'

To label owner IDs with names, dump the owners file once and join:

hubspot owners list | jq -r '"\(.id)\t\(.firstName) \(.lastName) <\(.email)>"' > /tmp/owners.tsv

3. Win/loss analysis

Filter on hs_is_closed_won=true for won; hs_is_closed=true AND hs_is_closed_won!=true for lost. Scope with closedate>=YYYY-MM-DD AND closedate<YYYY-MM-DD.

Closed won / lost in a period:

hubspot objects search --type deals \
  --filter "hs_is_closed_won=true AND closedate>=2026-04-01 AND closedate<2026-07-01" \
  --properties dealname,amount,closedate,hubspot_owner_id

hubspot objects search --type deals \
  --filter "hs_is_closed=true AND hs_is_closed_won!=true AND closedate>=2026-04-01 AND closedate<2026-07-01" \
  --properties dealname,amount,closedate,hubspot_owner_id

Win rate by rep — pull all closed deals in the period, group, divide. Note: hs_is_closed_won lands as a string, so compare == "true".

hubspot objects search --type deals \
  --filter "hs_is_closed=true AND closedate>=2026-01-01" \
  --properties hubspot_owner_id,hs_is_closed_won,amount \
| jq -rs '
    group_by(.properties.hubspot_owner_id)
    | map({owner: .[0].properties.hubspot_owner_id,
           total: length,
           won: ([.[] | select(.properties.hs_is_closed_won == "true")] | length),
           won_value: ([.[] | select(.properties.hs_is_closed_won == "true")
                       | .properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)})
    | map(. + {win_rate: ((.won / .total * 100) | round)})
    | sort_by(-.won_value)
    | .[] | "owner \(.owner)\twon: \(.won)/\(.total)\trate: \(.win_rate)%\twon: $\(.won_value)"' \
| column -t -s$'\t'

Revenue by close month (won deals):

hubspot objects search --type deals \
  --filter "hs_is_closed_won=true AND closedate>=2026-01-01" \
  --properties amount,closedate \
| jq -rs '
    group_by(.properties.closedate[0:7])
    | map({month: .[0].properties.closedate[0:7], count: length,
           revenue: ([.[].properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)})
    | sort_by(.month) | .[] | "\(.month)\tdeals: \(.count)\trevenue: $\(.revenue)"' \
| column -t -s$'\t'

4. Saved reports

The hubspot reports family runs HubSpot's saved reports and CRM-SQL reports server-side, so you don't have to recompute aggregates client-side:

reports list / get <id> — browse and inspect saved reports.
reports fetch-dataset <id> — re-execute a saved report server-side and return its dataset.
reports create "<CRM SQL>" — create a report from a CRM-SQL query (a companion skill can generate the SQL); reports insights <id> generates AI insights (async, polls to completion).
reports update <id> / clone <id> / favorite <id> / unfavorite <id> — manage report metadata.
reports delete <id> — irreversible, digest-gated: --dry-run first, then --digest <hash> --confirm "<report name>" (confirm = the report's name).

Run hubspot reports --help for the full surface and the CRM-SQL grammar.

5. Win/loss context: sequence enrollments

hubspot sequences enrollments <contact_id> returns a contact's Sales Hub sequence enrollment history (read-only) — useful for attributing wins/losses to outreach. Each row: {"contactId":789,"enrollments":[{"sequenceName":"Q4 Outbound","state":"FINISHED","enrolledAt":"...","currentStepOrder":5,"totalSteps":6}]}. Join it to a deal's associated contacts for a "was this deal worked through a sequence?" view. See hubspot sequences enrollments --help.

Known limitations

Won/lost stages are identifiable from hubspot pipelines stages: each stage's metadata carries isClosed/probability (e.g. jq -r 'select(.metadata.probability=="1.0") | .id'). hs_is_closed_won on the deal itself also works.
No team object — group by hubspot_owner_id and resolve names from hubspot owners list client-side.
hubspot pipelines is app-token-only and 403s under user OAuth. hubspot owners list works under user OAuth. Keep raw IDs + warn; do not fail the report when pipelines is unavailable.
Numeric CRM properties can be null or ""; always guard tonumber with select(. != null and . != "").

FAQ

What does the sales-reporting skill do?

Daily briefings, pipeline snapshots, and win/loss analysis from the terminal — closing-this-week, open pipeline by stage/owner, and closed-won vs closed-lost over a period.

How do I install sales-reporting?

Run npx skills add https://github.com/hubspot/agent-cli-skills --skill sales-reporting in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/sales-reporting/ (personal) or .claude/skills/sales-reporting/ (project).

Which AI agents can use sales-reporting?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is sales-reporting safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains sales-reporting?

It is published by hubspot in hubspot/agent-cli-skills. It has 1,715 recorded installs.

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sales-reporting

Install

Install

Describe the task

Review the result

SKILL.md

Source of truth

Property and output shape notes

1. Daily briefing

2. Pipeline snapshot

3. Win/loss analysis

4. Saved reports

5. Win/loss context: sequence enrollments

Known limitations

FAQ

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