goal-tracking-expert

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Self-improving CVM goal tracking expert with automatic learning.Use when: running /cvm-goals, checking pipeline health, stage analysis, goal calculationsTriggers on: "cvm-goals", "goal tracking", "stage entry", "micro-actions", "pipeline health", "rubric", "composite score", "weekly goals", "monthly goals", "quarterly goals", "funnel metrics", "archetype"

⭐1stars🔀0forks📁View on GitHub🕐Updated Jan 7, 2026
[CRM Workflows]

When & Why to Use This Skill

The Goal Tracking Expert is a self-improving Claude skill designed for advanced Customer Value Management (CVM) and sales funnel optimization. It automates the monitoring of weekly, monthly, and quarterly sales goals by analyzing pipeline health and stage entry metrics. By integrating with CRM data (like HubSpot) and applying sophisticated diagnostic patterns, it identifies performance bottlenecks and provides actionable micro-steps to ensure sales targets remain on track.

Use Cases

  • Automated Sales Performance Dashboards: Use the /cvm-goals command to instantly generate weekly or monthly reports on pipeline health and goal attainment status.
  • Sales Funnel Bottleneck Analysis: Identify exactly where deals are stalling by comparing stage entry metrics against established full-funnel patterns.
  • Proactive Remediation with Micro-Actions: Automatically trigger specific corrective tasks (micro-actions) when a sales stage is flagged as 'at risk' or 'critical'.
  • Data-Driven Sales Coaching: Leverage archetype analysis and composite scores to provide sales representatives with personalized insights and performance improvements.
  • Continuous Process Optimization: Utilize the self-improving learning loop to document new success patterns and prevent recurring calculation errors in sales reporting.
namegoal-tracking-expert
description|
Use whenrunning /cvm-goals, checking pipeline health, stage analysis, goal calculations
Triggers on"cvm-goals", "goal tracking", "stage entry", "micro-actions",

Goal Tracking Expert

Self-improving expert for CVM (Customer Value Management) goal tracking, pipeline metrics, and sales funnel analysis.

Quick Reference

Item Value
Full Funnel Pattern 15/6/4/4/3/2/1/1
Weekly → Monthly × 4.3
Weekly → Quarterly × 13
Quarterly Distribution Q1=15%, Q2=23%, Q3=28%, Q4=34%

Core Decision Rules

Stage Metric Selection

IF metric = "new_leads" → Use Contacts API (NOT Deals)
IF metric = pipeline stage → Use hs_v2_date_entered_[stageid] property
NEVER count deals currently IN stage → ALWAYS count deals that ENTERED stage in period

Goal Status Thresholds

IF actual/target >= 90% → on_track (green)
IF actual/target >= 70% → behind (yellow)
IF actual/target >= 50% → at_risk (orange)
IF actual/target < 50% → critical (red)

Red Stage Response

IF stage shows red → Look up micro-actions in 02-micro-actions-lookup.md
IF Stage 1 green + Stages 2-4 red → Outreach bottleneck (not sourcing)
Execute next incomplete micro-action → Log to HubSpot → Re-check

Reference Files

File Load When Contents
00-decision-rules.md Always IF-THEN rules for all goal tracking decisions
01-stage-entry-queries.md HubSpot queries Stage entry property names, query templates
02-micro-actions-lookup.md Red stage detected Stage-by-stage micro-actions, WIP limits
03-goal-calculations.md Goal math needed Weekly/monthly/quarterly formulas, archetypes
04-known-failures.md Before any calculation Mistakes to prevent with prevention patterns

Integration Points

Source Files (DO NOT duplicate - reference these)

  • .claude/config/cvm_goals_2026.yaml - Team config, stages, archetypes
  • .claude/config/reps/brett_walker.yaml - Personal goals, weekly pattern
  • .claude/config/GOAL_MICRO_ACTIONS.md - Micro-actions reference
  • .claude/agents/goal_tracker.py - Operational code with STAGE_ENTRY_PROPS

Commands That Trigger This Expert

  • /cvm-goals weekly - Weekly goal dashboard
  • /cvm-goals monthly - Monthly goal dashboard
  • /cvm-goals - Default to weekly

Learning Capture (Post /cvm-goals)

After every /cvm-goals run, check for:

  1. New patterns discovered - Add to expertise.yaml learned_behaviors.successes
  2. Calculation corrections made - Add to expertise.yaml learned_behaviors.failures
  3. Edge cases encountered - Document in 04-known-failures.md

Update expertise.yaml version when learning occurs:

  • Patch version (1.0.X) for new learnings
  • Minor version (1.X.0) for new patterns
  • Major version (X.0.0) for structural changes

ADHD Execution Loop

When /cvm-goals shows red stages:

1. /cvm-goals weekly → See dashboard with red indicators
2. Find red stage → Look up micro-actions (02-micro-actions-lookup.md)
3. Execute single micro-action → Log to HubSpot
4. Repeat until stage turns green or WIP limit reached

Diagnostic Patterns

Pattern Diagnosis Action
Stage 1 green, Stages 2-4 red Outreach bottleneck Focus on follow-ups, not sourcing
All stages red Systemic issue Check data integrity, review archetype
Stage 1 red only Lead generation gap Brand Scout, prospecting
Late stages red Conversion issue Review proposals, follow-up cadence