Sales Reporting Data Model

Q: What is a Claude Code skill and how does the Sales Reporting Data Model skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Sales Reporting Data Model is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Sales · Sub-category: sales-misc · Last updated: 2026-05-21

tool:salesforce

Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis. Trigger keywords: historical trending, opportunity snapshot, reporting snapshot, pipeline history, custom report type join, point-in-time reporting. NOT for CRM Analytics (Tableau CRM / Einstein Analytics) or Marketing Cloud reports. NOT for general SOQL optimization.

About this skill (catalog notes)

Sales Reporting Data Model includes pricing or quota commentary. At roughly 2,635 words the SKILL.md is on the longer end of the catalog distribution.

Original author: Pranav Nagrecha
Indexed lastmod: 2026-05-21
Catalog position: Sales · sales-misc
Indexed related skills: 10

How Sales Reporting Data Model fits the catalog

Sales Reporting Data Model sits in the Sales category under the sales-misc sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

This skill activates when a practitioner needs to design, configure, or troubleshoot sales reporting mechanisms in Salesforce — specifically Historical Trend Reporting (HTR), Reporting Snapshots, and Custom Report Types (CRTs) for pipeline analysis and opportunity reporting. It covers the data model constraints, activation requirements, scheduling, and architectural tradeoffs for each mechanism. It does NOT cover CRM Analytics / Tableau CRM, Marketing Cloud Datorama, or SOQL query optimization.

What this skill does

Sales Reporting Data Model is a community-contributed Claude Code skill in the sales-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/sales-reporting-data-model/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis. Trigger keywords: historical trending, opportunity snapshot, reporting snapshot, pipeline history, custom report type join, point-in-time reporting.

Who uses this skill

The Sales Reporting Data Model Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 116,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/sales-reporting-data-model
curl -L https://claudskills.com/skills/sales-reporting-data-model/SKILL.md \
  -o ~/.claude/skills/sales-reporting-data-model/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/sales-reporting-data-model/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/sales-reporting-data-model/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\sales-reporting-data-model\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Sales Reporting Data Model Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/sales-reporting-data-model/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Sales Reporting Data Model skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Sales Reporting Data Model skill?

Use Sales Reporting Data Model when your Claude Code task falls under the Sales category — specifically in the sales misc area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Sales Reporting Data Model" or describe the task and let Claude pick). Browse related skills at /category/sales/.

What is a Claude Code skill and how does the Sales Reporting Data Model skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Sales Reporting Data Model is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Author: Pranav Nagrecha

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

Pranav Nagrecha. (2026). Sales Reporting Data Model [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/sales-reporting-data-model/

BibTeX

@misc{sales-reporting-data-model-2026,
  author    = {Pranav Nagrecha},
  title     = {Sales Reporting Data Model [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/sales-reporting-data-model/}
}

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