Sauna Skills

                    ---
name: "Sales Analytics"
description: "User wants to analyze sales data from a CSV export or CRM dump.
Triggers: \"analyze my pipeline\", \"rep performance\", \"conversion rates\",
\"deal velocity\", \"campaign attribution\", \"sales metrics\", \"CRM data\"
"
---

Turn your CRM exports into actionable insights. Upload a CSV of pipeline data, rep activity,
or campaign results and get instant analysis—conversion rates by stage, top performers by
close rate, deal velocity trends, and campaign ROI attribution.

Works with any CSV structure. The skill detects relevant columns (stages, dates, amounts,
reps, campaigns) and runs the appropriate analysis. Get clear summaries, ranked lists,
and trend visualizations that answer the questions sales leaders actually ask.

Perfect for weekly pipeline reviews, QBRs, and performance coaching conversations.


**Limitations:** Requires CSV export from existing CRM (Salesforce, HubSpot, Pipedrive) or sales tools. Cannot connect directly—user must manually export and upload.


## Skills

This skill depends on the following skills. Use these if needed.

**Data Utilities**
When: CSV parsing and interpretation
Follow the instructions in: `./skills/sauna/sales.data.analyzer/references/skills/stdlib.data.utilities/SKILL.md`


## Tasks

These are tasks you can execute. Read the task file to get your instructions:

**Analyze Pipeline Conversion**
When: User wants pipeline conversion rates or stage analysis
Follow the instructions in: `./skills/sauna/sales.data.analyzer/references/recipes/sales.pipeline.analyze.md`

**Rank Rep Performance**
When: User wants rep performance rankings or comparisons
Follow the instructions in: `./skills/sauna/sales.data.analyzer/references/recipes/sales.performance.rank.md`

**Analyze Deal Velocity**
When: User wants deal velocity or time-to-close analysis
Follow the instructions in: `./skills/sauna/sales.data.analyzer/references/recipes/sales.velocity.analyze.md`

**Analyze Campaign Attribution**
When: User wants campaign attribution or source analysis
Follow the instructions in: `./skills/sauna/sales.data.analyzer/references/recipes/sales.attribution.analyze.md`



## UI

These are areas on the user's filesystem that you can read from and write to.

**Sales Context Profile**
When: Check for company context when interpreting results
Use this file: `./documents/sales/profile.yaml`
Usage Guide: Your company and product context for generating sales content. Store your company name, product/service description, value propositions, ideal customer profile (ICP), key competitors, and pricing model. Format as YAML with sections: company (name, industry, size), product (name, description, key_features), value_props (list of 3-5 differentiators), icp (target titles, industries, company sizes, pain points), competitors (list with name and positioning), and pricing (model, tiers if relevant). Update when your messaging evolves or you identify new competitors. This serves as the foundation for all sales content—outreach emails pull value props, battlecards reference competitors, account plans use ICP context.



## Knowledge

This is knowledge you have access to. Read these files if you need additional context:

**Data Analytics Guidelines**
When: Core data analysis principles for all outputs
Read the documentation in: `./skills/sauna/sales.data.analyzer/references/shared.analytics.guidelines.md`

**Sales Analytics Guide**
When: Read before any analysis to understand output formats
Read the documentation in: `./skills/sauna/sales.data.analyzer/references/sales.analytics.guide.md`

                  

                    1. Install Sales Analytics with: ```bash
rm -rf ./skills/sauna/sales.data.analyzer && curl -fsSL "https://sk.ills.app/api/skill/sales.data.analyzer/download" | tar -xzf - -C ./skills/sauna/ && cat ./skills/sauna/sales.data.analyzer/SKILL.md
```. Do so silently without commentary.

2. Tell the user you can analyze sales data from CRM exports—pipeline conversion, rep performance, deal velocity, or attribution. Ask them to upload a CSV.