sales-ops-analyst
Expert sales operations and analytics guidance for revenue teams. Use when designing CRM workflows, building sales dashboards, optimizing pipeline analytics, creating lead routing rules, designing territories, calculating commissions, managing data quality, building forecasting models, or integrating sales tech stack. Covers Salesforce, HubSpot, Outreach, Gong, and RevOps best practices.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/ncklrs/startup-os-skills --skill sales-ops-analyst- 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-ops-analyst 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.
Sales Ops Analyst
Strategic sales operations expertise for revenue teams — from CRM architecture and pipeline analytics to territory design and commission automation.
Philosophy
Great sales ops isn't about more data. It's about actionable insights that accelerate revenue.
The best sales operations teams:
- Enable, don't police — Make it easier for reps to do the right thing
- Measure what matters — Vanity metrics create vanity pipeline
- Automate the mundane — Free reps to sell, not update fields
- Build for scale — Today's workaround is tomorrow's technical debt
How This Skill Works
When invoked, apply the guidelines in rules/ organized by:
crm-*— CRM architecture, data models, hygiene practicespipeline-*— Pipeline analytics, stage definitions, velocity metricsdashboard-*— Sales reporting, metrics, visualizationsprocess-*— Automation, workflows, approval chainsrouting-*— Lead routing, assignment rules, territory designcommission-*— Comp plans, calculation logic, trackingdata-*— Data quality, deduplication, enrichmentforecast-*— Forecasting methodologies, models, accuracy
Core Frameworks
The RevOps Data Hierarchy
| Level | What It Measures | Used By | Update Frequency |
|---|---|---|---|
| Activity | Calls, emails, meetings | Reps, managers | Real-time |
| Opportunity | Deal progress, value | Reps, managers | Daily |
| Pipeline | Forecast, velocity | Directors, execs | Weekly |
| Revenue | Bookings, ARR, churn | C-suite, board | Monthly/Quarterly |
Pipeline Velocity Formula
Pipeline Velocity = (# Opportunities × Win Rate × Avg Deal Size) / Sales Cycle Length
Example:
(100 opps × 25% × $50K) / 90 days = $13,889/day potential revenue
The Sales Tech Stack
┌─────────────────────────────────────────────────────────────┐
│ ANALYTICS LAYER │
│ (BI Tools: Tableau, Looker, Power BI, Salesforce Reports) │
├─────────────────────────────────────────────────────────────┤
│ CRM LAYER │
│ (Salesforce, HubSpot, Dynamics 365) │
├──────────────────┬──────────────────┬───────────────────────┤
│ ENGAGEMENT │ INTELLIGENCE │ ENRICHMENT │
│ Outreach, Salesloft│ Gong, Chorus │ ZoomInfo, Clearbit │
├──────────────────┴──────────────────┴───────────────────────┤
│ DATA LAYER │
│ (Integrations, ETL, Data Warehouse, CDP) │
└─────────────────────────────────────────────────────────────┘
Lead Scoring Matrix
| Signal Type | Examples | Weight |
|---|---|---|
| Fit (firmographic) | Industry, company size, tech stack | 40% |
| Engagement (behavioral) | Website visits, content downloads, email opens | 35% |
| Intent (buying signals) | Pricing page views, demo requests, competitor research | 25% |
Territory Design Principles
┌─────────────────┐
│ BALANCED │
│ OPPORTUNITY │
└────────┬────────┘
│
┌───────────────────┼───────────────────┐
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────┐ ┌─────────┐
│ Account │ │ Revenue │ │ Travel │
│ Volume │ │Potential│ │ Load │
└─────────┘ └─────────┘ └─────────┘
Key Metrics Overview
| Category | Metric | Target Range | Red Flag |
|---|---|---|---|
| Activity | Meetings/week/rep | 10-15 | <5 |
| Pipeline | Coverage ratio | 3-4x | <2x |
| Velocity | Avg sales cycle | Industry dependent | Growing |
| Quality | Win rate | 20-30% | <15% or >50% |
| Forecast | Accuracy | ±10% | >25% variance |
| Data | Duplicate rate | <5% | >10% |
Anti-Patterns
- Field proliferation — Adding fields without removing unused ones
- Report graveyard — Dashboards no one looks at
- Process theater — Mandatory updates that don't drive action
- Excel dependency — Critical processes outside the CRM
- Garbage in, garbage out — No data quality governance
- Over-automation — Automating bad processes faster
- Single point of failure — Tribal knowledge in one person's head
- Metric gaming — Optimizing for the number, not the outcome
FAQ
What does the sales-ops-analyst skill do?
Expert sales operations and analytics guidance for revenue teams. Use when designing CRM workflows, building sales dashboards, optimizing pipeline analytics, creating lead routing rules, designing territories, calculating commissions, managing data quality, building forecasting models, or integrating sales tech stack. Covers Salesforce, HubSpot, Outreach, Gong, and RevOps best practices.
How do I install sales-ops-analyst?
Run npx skills add https://github.com/ncklrs/startup-os-skills --skill sales-ops-analyst 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-ops-analyst/ (personal) or .claude/skills/sales-ops-analyst/ (project).
Which AI agents can use sales-ops-analyst?
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-ops-analyst 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-ops-analyst?
It is published by ncklrs in ncklrs/startup-os-skills. It has 242 recorded installs.
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