ClaudSkills / Sales / sales-misc

Sales Reporting Data Model

Quality score: 70/100  ·  Category: Sales  ·  Sub-category: sales-misc
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.

What this skill does

Sales Reporting Data Model is a production-ready Claude Code skill (quality score 70/100) 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 skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It is part of the open ClaudSkills registry, a community-curated catalog of 15,000+ capabilities you can install for Claude Code — the Claude CLI agent.

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.

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.

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Part of ClaudSkills — the open registry for Claude Code skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt