sales-reporting

---name: sales-reportingdescription: Daily briefings, pipeline snapshots, and win/loss analysis from the terminal — closing-this-week, open pipeline by stage/owner, and closed-won vs closed-lost over a period.triggers: ---

Source of truth

hubspot <command> --help is authoritative. Build on bulk-operations/SKILL.md — JSONL shape, batch-read rules, and pagination live there. Reshape patterns: bulk-operations/resources/json-patterns.md. search/list cap at 100 rows per call; a result of exactly 100 is almost always truncated — paginate via bulk-operations/SKILL.md before aggregating.

Property and output shape notes

• All CRM property values come back as strings in JSONL — booleans included. hs_is_closed_won is returned as "true"/"false" (string); amount is a numeric string. Use tonumber for arithmetic; compare booleans as strings (== "true") when filtering client-side.
• Numeric properties can be null or an empty string ("") when unset/blank. tonumber aborts on "". Always guard with select(. != null and . != "") | tonumber.
• In --filter expressions, hs_is_closed_won=true and hs_is_closed!=true work — the API parses the value.
• --properties returns the standard nested shape: {"id":"123","properties":{"amount":"5000","dealname":"..."}}. Reference fields as .properties.amount in jq.
• Stage IDs in dealstage are portal-specific. Map them with hubspot pipelines stages --type deals --pipeline <id>. hubspot pipelines is app-token-only — see Auth section; it 403s under user OAuth.
• hubspot_owner_id is a numeric string. Resolve to a name with hubspot owners list (fields: id, firstName, lastName, email). hubspot owners list works under both user OAuth (hubspot auth login) and a service key.

1. Daily briefing

Date windows differ between macOS and GNU date:

# macOS
TODAY=$(date +%Y-%m-%d); NEXT_7=$(date -v+7d +%Y-%m-%d); YESTERDAY=$(date -v-1d +%Y-%m-%d)
# Linux
TODAY=$(date +%Y-%m-%d); NEXT_7=$(date -d '7 days' +%Y-%m-%d); YESTERDAY=$(date -d '1 day ago' +%Y-%m-%d)

Deals closing in the next 7 days:

hubspot objects search --type deals \
  --filter "closedate>$TODAY AND closedate<$NEXT_7 AND hs_is_closed!=true" \
  --properties dealname,amount,closedate,hubspot_owner_id

Deals updated in the last 24h:

hubspot objects search --type deals \
  --filter "hs_lastmodifieddate>$YESTERDAY AND hs_is_closed!=true" \
  --properties dealname,amount,dealstage,hs_lastmodifieddate

Open-pipeline summary line:

hubspot objects search --type deals --filter "hs_is_closed!=true" --properties amount \
| jq -rs '{count: length, value: ([.[].properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)}
          | "Open pipeline: \(.count) deals, $\(.value)"'

2. Pipeline snapshot

By stage — count and amount per dealstage:

hubspot objects search --type deals --filter "hs_is_closed!=true" \
  --properties dealstage,amount \
| jq -rs '
    group_by(.properties.dealstage)
    | map({stage: .[0].properties.dealstage, count: length,
           total: ([.[].properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)})
    | sort_by(-.total) | .[] | "\(.stage)\tcount: \(.count)\tvalue: $\(.total)"' \
| column -t -s$'\t'

By owner:

hubspot objects search --type deals --filter "hs_is_closed!=true" \
  --properties amount,hubspot_owner_id \
| jq -rs '
    group_by(.properties.hubspot_owner_id)
    | map({owner: .[0].properties.hubspot_owner_id, count: length,
           total: ([.[].properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)})
    | sort_by(-.total) | .[] | "owner \(.owner)\tdeals: \(.count)\tvalue: $\(.total)"' \
| column -t -s$'\t'

To label owner IDs with names, dump the owners file once and join:

hubspot owners list | jq -r '"\(.id)\t\(.firstName) \(.lastName) <\(.email)>"' > /tmp/owners.tsv

3. Win/loss analysis

Filter on hs_is_closed_won=true for won; hs_is_closed=true AND hs_is_closed_won!=true for lost. Scope with closedate>=YYYY-MM-DD AND closedate<YYYY-MM-DD.

Closed won / lost in a period:

hubspot objects search --type deals \
  --filter "hs_is_closed_won=true AND closedate>=2026-04-01 AND closedate<2026-07-01" \
  --properties dealname,amount,closedate,hubspot_owner_id

hubspot objects search --type deals \
  --filter "hs_is_closed=true AND hs_is_closed_won!=true AND closedate>=2026-04-01 AND closedate<2026-07-01" \
  --properties dealname,amount,closedate,hubspot_owner_id

Win rate by rep — pull all closed deals in the period, group, divide. Note: hs_is_closed_won lands as a string, so compare == "true".

hubspot objects search --type deals \
  --filter "hs_is_closed=true AND closedate>=2026-01-01" \
  --properties hubspot_owner_id,hs_is_closed_won,amount \
| jq -rs '
    group_by(.properties.hubspot_owner_id)
    | map({owner: .[0].properties.hubspot_owner_id,
           total: length,
           won: ([.[] | select(.properties.hs_is_closed_won == "true")] | length),
           won_value: ([.[] | select(.properties.hs_is_closed_won == "true")
                       | .properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)})
    | map(. + {win_rate: ((.won / .total * 100) | round)})
    | sort_by(-.won_value)
    | .[] | "owner \(.owner)\twon: \(.won)/\(.total)\trate: \(.win_rate)%\twon: $\(.won_value)"' \
| column -t -s$'\t'

Revenue by close month (won deals):

hubspot objects search --type deals \
  --filter "hs_is_closed_won=true AND closedate>=2026-01-01" \
  --properties amount,closedate \
| jq -rs '
    group_by(.properties.closedate[0:7])
    | map({month: .[0].properties.closedate[0:7], count: length,
           revenue: ([.[].properties.amount | select(. != null and . != "") | tonumber] | add // 0 | round)})
    | sort_by(.month) | .[] | "\(.month)\tdeals: \(.count)\trevenue: $\(.revenue)"' \
| column -t -s$'\t'

Known limitations

• hubspot pipelines stages does not expose stage probability — won/lost stages can't be auto-identified from the stages list. Use hs_is_closed_won on deals instead.
• No team object — group by hubspot_owner_id and resolve names from hubspot owners list client-side.
• hubspot pipelines is app-token-only and 403s under user OAuth. hubspot owners list works under user OAuth. Keep raw IDs + warn; do not fail the report when pipelines is unavailable.
• Numeric CRM properties can be null or ""; always guard tonumber with select(. != null and . != "").