Sales Upmetrics
Upmetrics (upmetrics.co) platform help — an AI business-planning suite for founders, consultants, and advisors: an AI Assistant that drafts plan sections, a large sample-plan library, deep multi-year financial forecasting (P&L, cash-flow, break-even, scenarios), plan-vs-actuals tracking, QuickBooks/Xero sync, a pitch-deck generator, strategic canvases (Lean Canvas, SWOT), collaborative workspaces, and a Professional/white-label tier for consultants managing client plans. Use when generating or editing a business plan or financial forecast in Upmetrics, making a plan lender- or investor-ready, fixing a plan that reads generic for a niche, tracking a forecast against actuals or connecting QuickBooks/Xero, recovering from a surprise renewal charge or lost work, or asking whether it has an API to export or automate plans. Do NOT use for the validate-before-building method or comparing business-plan tools to pick one (use /sales-idea-validation), or building the smoke-test landing page (use /sales-funnel).
Security AStatic scan found no risk patternsHow grading works ›
From the source SKILL.md
Upmetrics (upmetrics.co) is an established AI business-planning suite for founders, consultants, and advisors. You describe a business and its AI Assistant (Writing / Financial / Research Assist) drafts and rewrites plan sections; it ships a large sample-plan library, deep multi-year financial forecasting (automatic P&L, cash-flow, break-even, scenario testing over 3- and 7-year horizons), plan-vs-actuals tracking, a pitch-deck generator, strategic-planning canvases (Lean Canvas, Business Model Canvas, SWOT, OKR/KPI), real-time collaborative workspaces, and QuickBooks/Xero connectors. Its…
What this skill does
Sales Upmetrics 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-upmetrics/ and loads when your prompt matches the skill's trigger.
When to invoke it: Use when generating or editing a business plan or financial forecast in Upmetrics, making a plan lender- or investor-ready, fixing a plan that reads generic for a niche, tracking a forecast against actuals or connecting QuickBooks/Xero, recovering from a surprise renewal charge or lost work, or asking whether it has an API to export or automate plans. Do NOT use for the validate-before-building method or comparing business-plan tools to pick one (use /sales-idea-validation), or building the smoke-test landing page (use /sales-funnel).
Who uses this skill
The Sales Upmetrics 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 196,000+ 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-upmetrics
curl -L https://claudskills.com/skills/sales-upmetrics/SKILL.md \
-o ~/.claude/skills/sales-upmetrics/SKILL.md
Or just download SKILL.md directly and drop it into ~/.claude/skills/sales-upmetrics/. Claude Code auto-discovers it on next session.
Skills live at ~/.claude/skills/sales-upmetrics/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\sales-upmetrics\SKILL.md on Windows. See the full install guide for step-by-step instructions.
Telegram
📱 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.
Frequently asked questions
How do I install the Sales Upmetrics Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy
SKILL.md from the source repository to
~/.claude/skills/sales-upmetrics/SKILL.md and restart Claude Code. Both flows are detailed at
claudskills.com/install/.
What does the Sales Upmetrics skill do?
Upmetrics (upmetrics.co) platform help — an AI business-planning suite for founders, consultants, and advisors: an AI Assistant that drafts plan sections, a large sample-plan library, deep multi-year financial forecasting (P&L, cash-flow, break-even, scenarios), plan-vs-actuals tracking, QuickBooks/Xero sync, a pitch-deck generator, strategic canvases (Lean Canvas, SWOT), collaborative workspaces, and a Professional/white-label tier for consultants managing client plans. Use when generating or editing a business plan or financial forecast in Upmetrics, making a plan lender- or investor-ready, fixing a plan that reads generic for a niche, tracking a forecast against actuals or connecting QuickBooks/Xero, recovering from a surprise renewal charge or lost work, or asking whether it has an API to export or automate plans. Do NOT use for the validate-before-building method or comparing business-plan tools to pick one (use /sales-idea-validation), or building the smoke-test landing page (use /sales-funnel).
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 Upmetrics skill?
Use Sales Upmetrics 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 Upmetrics" 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 Upmetrics 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 Upmetrics 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
Cite this skill
If you reference this skill in a blog post, paper, or documentation, you can cite it as:
APA
sales-skills. (2026). Sales Upmetrics [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/sales-upmetrics/
BibTeX
@misc{sales-upmetrics-2026,
author = {sales-skills},
title = {Sales Upmetrics [Claude Code skill]},
year = {2026},
publisher = {ClaudSkills},
url = {https://claudskills.com/skills/sales-upmetrics/}
}Embed this skill
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Security scan
Grade A · scanned 2026-09-28 — free static scan against the OWASP Agentic Skills Top 10.
No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›
- ✓ Prompt injection
- ✓ Data exfiltration
- ✓ Supply chain
- ✓ Reverse shell
- ✓ Credentials
- ✓ Execution
- ✓ Filesystem
- ✓ Persistence
- ✓ Obfuscation
- ✓ Network
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